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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-125- 0.24% |
$14K - $17.6K
|
52.4K
$5.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 6.69% |
$13.8K - $17.5K
|
1.73K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-117- 4.82% |
$13.1K - $16.5K
|
2.31K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-111- 0.94% |
$12.4K - $15.7K
|
11.7K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-107- 4.19% |
$11.9K - $15.1K
|
2.45K
$267K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-106- 0.83% |
$11.8K - $15K
|
12.6K
$1.38M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-106- 1.96% |
$11.8K - $15K
|
5.32K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-103- 1.53% |
$11.5K - $14.5K
|
6.64K
$725K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-100- 2.95% |
$11.2K - $14.1K
|
3.29K
$360K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.83% |
$11.2K - $14.1K
|
1.97K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-100- 0.69% |
$11.2K - $14.1K
|
14.4K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-95- 14.16% |
$10.6K - $13.4K
|
576
$62.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-94- 4.12% |
$10.5K - $13.3K
|
2.19K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-91- 0.4% |
$10.2K - $12.8K
|
22.5K
$2.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-83- 0.45% |
$9.27K - $11.7K
|
18.6K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81- 2.53% |
$9.05K - $11.4K
|
3.12K
$341K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-79- 2.47% |
$8.82K - $11.1K
|
3.13K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-76- 3.24% |
$8.49K - $10.7K
|
2.27K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-71- 37.97% |
$7.93K - $10K
|
116
$12.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-69- 6.61% |
$7.71K - $9.73K
|
975
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-69- 0.21% |
$7.71K - $9.73K
|
33.1K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.92% |
$7.15K - $9.03K
|
6.88K
$751K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.83% |
$6.7K - $8.46K
|
7.18K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-52- 1.81% |
$5.81K - $7.34K
|
2.83K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-51- 2.86% |
$5.7K - $7.2K
|
1.73K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49- 28.16% |
$5.47K - $6.91K
|
125
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 2.0% |
$4.91K - $6.21K
|
2.16K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-43- 0.57% |
$4.8K - $6.07K
|
7.56K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 17.62% |
$3.8K - $4.8K
|
159
$17.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 1.34% |
$3.46K - $4.37K
|
2.29K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-29- 0.7% |
$3.24K - $4.09K
|
4.12K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$31K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$26.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-22- 0.99% |
$2.46K - $3.1K
|
2.19K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22- 0.87% |
$2.46K - $3.1K
|
2.52K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-21- 60.0% |
$2.35K - $2.96K
|
14
$1.53K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-21- 2.44% |
$2.35K - $2.96K
|
841
$91.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-13- 0.65% |
$1.45K - $1.83K
|
2K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-11- 0.19% |
$1.23K - $1.55K
|
5.91K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 24.39% |
$1.12K - $1.41K
|
31
$3.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-8- 0.36% |
$893 - $1.13K
|
2.21K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$893 - $1.13K
|
849
$92.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 0.68% |
$893 - $1.13K
|
1.16K
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.15% |
$670 - $846
|
3.94K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-4- 0.14% |
$447 - $564
|
2.9K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-2- 0.07% |
$223 - $282
|
3.05K
$333K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1- 0.02% |
$112 - $141
|
4.09K
$447K
|