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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.11% |
$99.8 - $141
|
921
$147K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
2K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$317K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-66.4K- 93.88% |
$7.41M - $9.36M
|
4.33K
$690K
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-19.1K- 69.05% |
$2.13M - $2.69M
|
8.55K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.5K- 15.73% |
$2.07M - $2.61M
|
99.1K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-12.8K- 84.66% |
$1.43M - $1.81M
|
2.32K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-9.85K- 11.01% |
$1.1M - $1.39M
|
79.6K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.1K- 36.0% |
$905K - $1.14M
|
14.4K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.3K- 17.68% |
$704K - $889K
|
29.4K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.69K- 52.51% |
$635K - $803K
|
5.15K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.5K- 3.02% |
$503K - $635K
|
145K
$23.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.84K- 45.86% |
$429K - $542K
|
4.54K
$723K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.83K- 20.45% |
$316K - $399K
|
11K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.68K- 23.38% |
$299K - $377K
|
8.77K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.39K- 4.62% |
$266K - $336K
|
49.2K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 2.35% |
$232K - $293K
|
86.4K
$13.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 3.94% |
$218K - $275K
|
47.6K
$7.58M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.12K- 35.14% |
$125K - $158K
|
2.07K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-821- 24.13% |
$91.7K - $116K
|
2.58K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-687- 2.58% |
$76.7K - $96.9K
|
25.9K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$9.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-526- 4.41% |
$58.7K - $74.2K
|
11.4K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-500- 6.68% |
$55.8K - $70.5K
|
6.98K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$55.8K - $70.5K
|
800
$128K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-442- 19.08% |
$49.4K - $62.4K
|
1.88K
$299K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$65.1K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-298- 34.57% |
$33.3K - $42K
|
564
$89.9K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-272- 13.47% |
$30.4K - $38.4K
|
1.75K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-213- 9.51% |
$23.8K - $30.1K
|
2.03K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-209- 7.23% |
$23.3K - $29.5K
|
2.68K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-155- 1.1% |
$17.3K - $21.9K
|
13.9K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-110- 5.25% |
$12.3K - $15.5K
|
1.99K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-105- 4.96% |
$11.7K - $14.8K
|
2.01K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-104- 1.35% |
$11.6K - $14.7K
|
7.58K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 66.23% |
$11.2K - $14.1K
|
51
$8.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$297K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-83- 3.1% |
$9.27K - $11.7K
|
2.6K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-77- 15.1% |
$8.6K - $10.9K
|
433
$69K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 60.71% |
$7.59K - $9.59K
|
44
$7.02K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-62- 1.76% |
$6.92K - $8.75K
|
3.46K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$923K
|
|
|
Dec 01, 2025
Q1 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-30- 1.32% |
$3.35K - $4.23K
|
2.25K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$45.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-21- 60.0% |
$2.35K - $2.96K
|
14
$2.23K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-21- 2.44% |
$2.35K - $2.96K
|
841
$134K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$437K
|
|