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 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-337- 0.97% |
$33.6K - $47.5K
|
34.5K
$5.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-336- 10.78% |
$33.5K - $47.3K
|
2.78K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-331- 18.59% |
$33K - $46.6K
|
1.45K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-325- 5.34% |
$32.4K - $45.8K
|
5.76K
$903K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-323- 1.94% |
$32.2K - $45.5K
|
16.3K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-320- 0.2% |
$31.9K - $45.1K
|
159K
$25M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-313- 5.04% |
$31.2K - $44.1K
|
5.9K
$924K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-313- 38.88% |
$31.2K - $44.1K
|
492
$77.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-308- 0.28% |
$30.7K - $43.4K
|
109K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-306- 1.41% |
$30.5K - $43.1K
|
21.4K
$3.35M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-296- 29.34% |
$29.5K - $41.7K
|
713
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-296- 1.72% |
$29.5K - $41.7K
|
17K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-296- 15.55% |
$29.5K - $41.7K
|
1.61K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-292- 9.02% |
$29.2K - $41.1K
|
2.95K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-291- 3.21% |
$29.1K - $41K
|
8.77K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-283- 8.57% |
$28.3K - $39.9K
|
3.02K
$473K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-276- 0.87% |
$27.6K - $38.9K
|
31.4K
$4.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-276- 3.81% |
$27.6K - $38.9K
|
6.96K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$447K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-268- 9.46% |
$26.8K - $37.8K
|
2.57K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-265- 1.5% |
$26.5K - $37.3K
|
17.4K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-259- 11.59% |
$25.9K - $36.5K
|
1.98K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-257- 1.34% |
$25.7K - $36.2K
|
18.9K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-255- 1.3% |
$25.5K - $35.9K
|
19.3K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-253- 4.24% |
$25.3K - $35.6K
|
5.71K
$894K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-250- 2.47% |
$25K - $35.2K
|
9.86K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-250- 1.82% |
$25K - $35.2K
|
13.5K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 10.87% |
$25K - $35.2K
|
2.05K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-250- 6.14% |
$25K - $35.2K
|
3.82K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-247- 10.09% |
$24.7K - $34.8K
|
2.2K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-246- 12.69% |
$24.6K - $34.7K
|
1.69K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-246- 9.18% |
$24.6K - $34.7K
|
2.44K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-245- 2.32% |
$24.5K - $34.5K
|
10.3K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-241- 11.81% |
$24.1K - $33.9K
|
1.8K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-239- 13.74% |
$23.9K - $33.7K
|
1.5K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-238- 4.3% |
$23.8K - $33.5K
|
5.29K
$829K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-237- 0.14% |
$23.7K - $33.4K
|
168K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-236- 6.6% |
$23.6K - $33.2K
|
3.34K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-236- 1.22% |
$23.6K - $33.2K
|
19.1K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-234- 90.35% |
$23.4K - $33K
|
25
$3.92K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-232- 0.92% |
$23.2K - $32.7K
|
24.9K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$23K - $32.4K
|
27.3K
$4.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-228- 1.36% |
$22.8K - $32.1K
|
16.5K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-226- 0.77% |
$22.6K - $31.8K
|
29.1K
$4.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-224- 1.37% |
$22.4K - $31.6K
|
16.1K
$2.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-223- 8.04% |
$22.3K - $31.4K
|
2.55K
$399K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-223- 5.3% |
$22.3K - $31.4K
|
3.99K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-222- 0.53% |
$22.2K - $31.3K
|
41.5K
$6.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-219- 6.35% |
$21.9K - $30.8K
|
3.23K
$506K
|