Latest Institutional Sells of Morgan Stanley (MS)
This list provides information on the latest institutional transactions involving Morgan Stanley (MS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-469- 8.61% |
$46.8K - $66.1K
|
4.98K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-443- 18.16% |
$44.2K - $62.4K
|
2K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 18.76% |
$34.9K - $49.3K
|
1.52K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-340- 31.54% |
$33.9K - $47.9K
|
738
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-325- 5.34% |
$32.4K - $45.8K
|
5.76K
$919K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 5.04% |
$31.2K - $44.1K
|
5.9K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-255- 1.3% |
$25.5K - $35.9K
|
19.3K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 10.87% |
$25K - $35.2K
|
2.05K
$327K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-239- 13.74% |
$23.9K - $33.7K
|
1.5K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$23K - $32.4K
|
27.3K
$4.36M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-216- 10.76% |
$21.6K - $30.4K
|
1.79K
$286K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-213- 2.45% |
$21.3K - $30K
|
8.49K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-210- 16.67% |
$21K - $29.6K
|
1.05K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-198- 4.47% |
$19.8K - $27.9K
|
4.23K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-196- 3.5% |
$19.6K - $27.6K
|
5.41K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-190- 5.78% |
$19K - $26.8K
|
3.1K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 7.32% |
$15K - $21.1K
|
1.9K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 2.59% |
$15K - $21.1K
|
5.65K
$900K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-149- 3.43% |
$14.9K - $21K
|
4.2K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139- 4.92% |
$13.9K - $19.6K
|
2.69K
$428K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 35.28% |
$13.3K - $18.7K
|
244
$38.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-131- 5.43% |
$13.1K - $18.5K
|
2.28K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-130- 73.86% |
$13K - $18.3K
|
46
$7.33K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-129- 6.91% |
$12.9K - $18.2K
|
1.74K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-120- 2.74% |
$12K - $16.9K
|
4.27K
$680K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-114- 4.91% |
$11.4K - $16.1K
|
2.21K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-112- 58.95% |
$11.2K - $15.8K
|
78
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-100- 4.88% |
$9.98K - $14.1K
|
1.95K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 50.0% |
$9.98K - $14.1K
|
100
$15.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 5.07% |
$9.98K - $14.1K
|
1.87K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.93% |
$9.98K - $14.1K
|
5.08K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Salzhauer Michael
|
SELL
|
- |
-94- 2.22% |
$9.38K - $13.2K
|
4.13K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-90- 2.23% |
$8.98K - $12.7K
|
3.94K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-88- 29.14% |
$8.79K - $12.4K
|
214
$34.1K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-87- 2.69% |
$8.69K - $12.3K
|
3.14K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-82- 2.47% |
$8.19K - $11.6K
|
3.24K
$516K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-79- 2.77% |
$7.89K - $11.1K
|
2.77K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-68- 22.15% |
$6.79K - $9.58K
|
239
$38.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.37% |
$5.39K - $7.61K
|
14.6K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-52- 3.03% |
$5.19K - $7.32K
|
1.67K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-46- 1.11% |
$4.59K - $6.48K
|
4.09K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42- 0.52% |
$4.19K - $5.92K
|
8.01K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-38- 4.21% |
$3.79K - $5.35K
|
865
$138K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-38- 0.48% |
$3.79K - $5.35K
|
7.81K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-27- 0.7% |
$2.7K - $3.8K
|
3.83K
$611K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-27- 1.23% |
$2.7K - $3.8K
|
2.17K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$152K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14- 0.52% |
$1.4K - $1.97K
|
2.69K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.3K - $1.83K
|
2.7K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12- 0.62% |
$1.2K - $1.69K
|
1.91K
$305K
|
|