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 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$130K - $165K
|
170K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-1.16K- 1.87% |
$130K - $164K
|
61K
$8.6M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.16K- 20.92% |
$130K - $164K
|
4.39K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 4.59% |
$129K - $164K
|
24.1K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.13K- 2.58% |
$126K - $159K
|
42.6K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.12K- 1.69% |
$126K - $159K
|
65.5K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.12K- 35.14% |
$125K - $158K
|
2.07K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.09K- 10.65% |
$122K - $154K
|
9.15K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.06K- 28.62% |
$118K - $150K
|
2.65K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 21.92% |
$117K - $148K
|
3.74K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 3.17% |
$116K - $146K
|
31.7K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.02K- 14.17% |
$114K - $144K
|
6.2K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$112K - $141K
|
1K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$112K - $141K
|
1K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 9.09% |
$112K - $141K
|
10K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.3% |
$112K - $141K
|
336K
$47.3M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-987- 4.4% |
$110K - $139K
|
21.5K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-976- 6.38% |
$109K - $138K
|
14.3K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-965- 11.03% |
$108K - $136K
|
7.79K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-965- 9.94% |
$108K - $136K
|
8.74K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-947- 6.65% |
$106K - $134K
|
13.3K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-946- 5.2% |
$106K - $133K
|
17.2K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-943- 10.83% |
$105K - $133K
|
7.76K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-924- 1.46% |
$103K - $130K
|
62.5K
$8.81M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-921- 2.55% |
$103K - $130K
|
35.3K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-904- 6.58% |
$101K - $128K
|
12.8K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-900- 4.0% |
$101K - $127K
|
21.6K
$3.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-880- 11.04% |
$98.3K - $124K
|
7.09K
$999K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-875- 11.87% |
$97.7K - $123K
|
6.5K
$916K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-874- 0.5% |
$97.6K - $123K
|
176K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-865- 22.76% |
$96.6K - $122K
|
2.94K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-858- 1.98% |
$95.8K - $121K
|
42.4K
$5.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-842- 12.72% |
$94K - $119K
|
5.78K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-837- 1.64% |
$93.5K - $118K
|
50.3K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-829- 10.11% |
$92.6K - $117K
|
7.37K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-821- 24.13% |
$91.7K - $116K
|
2.58K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-816- 8.26% |
$91.1K - $115K
|
9.06K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-800- 8.17% |
$89.3K - $113K
|
8.99K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-783- 9.36% |
$87.4K - $110K
|
7.58K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-776- 3.0% |
$86.7K - $109K
|
25.1K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-776- 4.48% |
$86.7K - $109K
|
16.6K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-767- 11.01% |
$85.7K - $108K
|
6.2K
$874K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-762- 3.01% |
$85.1K - $108K
|
24.6K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-749- 0.53% |
$83.6K - $106K
|
140K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-742- 10.25% |
$82.9K - $105K
|
6.5K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-736- 8.2% |
$82.2K - $104K
|
8.24K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-730- 3.51% |
$81.5K - $103K
|
20.1K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-724- 9.2% |
$80.9K - $102K
|
7.15K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-687- 2.58% |
$76.7K - $96.9K
|
25.9K
$3.65M
|