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 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-523- 4.38% |
$52.2K - $73.7K
|
11.4K
$1.79M
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-519- 21.42% |
$51.8K - $73.1K
|
1.9K
$298K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 8.68% |
$50.9K - $71.8K
|
5.37K
$841K
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-509- 23.71% |
$50.8K - $71.7K
|
1.64K
$257K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-506- 16.24% |
$50.5K - $71.3K
|
2.61K
$409K
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-505- 13.12% |
$50.4K - $71.1K
|
3.35K
$524K
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-504- 9.57% |
$50.3K - $71K
|
4.76K
$746K
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-500- 50.0% |
$49.9K - $70.4K
|
500
$78.3K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-500- 50.0% |
$49.9K - $70.4K
|
500
$78.3K
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.25% |
$49.9K - $70.4K
|
7.5K
$1.17M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-498- 0.1% |
$49.7K - $70.1K
|
475K
$74.4M
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-495- 6.3% |
$49.4K - $69.7K
|
7.37K
$1.15M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-495- 0.23% |
$49.4K - $69.7K
|
214K
$33.5M
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-486- 18.9% |
$48.5K - $68.5K
|
2.09K
$327K
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-478- 97.75% |
$47.7K - $67.3K
|
11
$1.72K
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-469- 8.61% |
$46.8K - $66.1K
|
4.98K
$780K
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-463- 40.83% |
$46.2K - $65.2K
|
671
$105K
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-460- 6.83% |
$45.9K - $64.8K
|
6.28K
$983K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-459- 10.42% |
$45.8K - $64.7K
|
3.94K
$618K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-453- 0.27% |
$45.2K - $63.8K
|
168K
$26.4M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-453- 10.85% |
$45.2K - $63.8K
|
3.72K
$583K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-451- 1.78% |
$45K - $63.5K
|
24.9K
$3.9M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-443- 18.16% |
$44.2K - $62.4K
|
2K
$313K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-423- 17.52% |
$42.2K - $59.6K
|
1.99K
$312K
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-423- 5.31% |
$42.2K - $59.6K
|
7.54K
$1.18M
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-416- 12.43% |
$41.5K - $58.6K
|
2.93K
$459K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-411- 6.92% |
$41K - $57.9K
|
5.53K
$866K
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-409- 2.65% |
$40.8K - $57.6K
|
15K
$2.35M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-409- 3.33% |
$40.8K - $57.6K
|
11.9K
$1.86M
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-405- 0.81% |
$40.4K - $57K
|
49.6K
$7.76M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-397- 1.89% |
$39.6K - $55.9K
|
20.6K
$3.23M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-396- 9.6% |
$39.5K - $55.8K
|
3.73K
$584K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-396- 3.35% |
$39.5K - $55.8K
|
11.4K
$1.79M
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-391- 7.07% |
$39K - $55.1K
|
5.14K
$805K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-391- 9.04% |
$39K - $55.1K
|
3.93K
$616K
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-386- 3.37% |
$38.5K - $54.4K
|
11.1K
$1.74M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-385- 8.25% |
$38.4K - $54.2K
|
4.28K
$671K
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-378- 1.08% |
$37.7K - $53.2K
|
34.6K
$5.42M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 2.73% |
$37.1K - $52.4K
|
13.2K
$2.07M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-363- 0.28% |
$36.2K - $51.1K
|
131K
$20.5M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-362- 2.21% |
$36.1K - $51K
|
16K
$2.51M
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-358- 2.37% |
$35.7K - $50.4K
|
14.8K
$2.31M
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-353- 45.26% |
$35.2K - $49.7K
|
427
$66.9K
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-353- 3.32% |
$35.2K - $49.7K
|
10.3K
$1.61M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 18.76% |
$34.9K - $49.3K
|
1.52K
$237K
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-342- 1.59% |
$34.1K - $48.2K
|
21.1K
$3.31M
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-342- 4.85% |
$34.1K - $48.2K
|
6.72K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-341- 9.04% |
$34K - $48K
|
3.43K
$538K
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-340- 10.98% |
$33.9K - $47.9K
|
2.76K
$432K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-340- 31.54% |
$33.9K - $47.9K
|
738
$116K
|