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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-686- 67.32% |
$76.6K - $96.8K
|
333
$46.8K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-660- 1.08% |
$73.7K - $93.1K
|
60.4K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-657- 11.4% |
$73.4K - $92.7K
|
5.11K
$717K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-656- 5.15% |
$73.3K - $92.5K
|
12.1K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-652- 27.27% |
$72.8K - $92K
|
1.74K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-649- 9.3% |
$72.5K - $91.6K
|
6.33K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-630- 2.72% |
$70.4K - $88.9K
|
22.5K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-626- 2.03% |
$69.9K - $88.3K
|
30.2K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-600- 19.35% |
$67K - $84.6K
|
2.5K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-600- 21.63% |
$67K - $84.6K
|
2.17K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-591- 7.55% |
$66K - $83.4K
|
7.24K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-590- 5.93% |
$65.9K - $83.2K
|
9.36K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-571- 9.01% |
$63.8K - $80.6K
|
5.77K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-562- 1.0% |
$62.8K - $79.3K
|
55.5K
$7.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-555- 3.64% |
$62K - $78.3K
|
14.7K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-545- 5.41% |
$60.9K - $76.9K
|
9.53K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-544- 8.18% |
$60.8K - $76.7K
|
6.1K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-534- 1.79% |
$59.6K - $75.3K
|
29.3K
$4.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-526- 4.41% |
$58.7K - $74.2K
|
11.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-525- 0.9% |
$58.6K - $74.1K
|
58.1K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-511- 22.89% |
$57.1K - $72.1K
|
1.72K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-510- 12.15% |
$57K - $72K
|
3.69K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-506- 6.06% |
$56.5K - $71.4K
|
7.85K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-505- 0.16% |
$56.4K - $71.2K
|
311K
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-500- 6.84% |
$55.8K - $70.5K
|
6.81K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-500- 5.21% |
$55.8K - $70.5K
|
9.09K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-500- 6.68% |
$55.8K - $70.5K
|
6.98K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$55.8K - $70.5K
|
800
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-500- 3.67% |
$55.8K - $70.5K
|
13.1K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-488- 7.45% |
$54.5K - $68.8K
|
6.06K
$852K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-488- 0.27% |
$54.5K - $68.8K
|
179K
$25.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-488- 10.7% |
$54.5K - $68.8K
|
4.07K
$572K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-482- 0.52% |
$53.8K - $68K
|
93K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-476- 1.84% |
$53.2K - $67.2K
|
25.3K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-467- 0.63% |
$52.2K - $65.9K
|
74K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-459- 7.55% |
$51.3K - $64.8K
|
5.62K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-446- 14.8% |
$49.8K - $62.9K
|
2.57K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-442- 19.08% |
$49.4K - $62.4K
|
1.88K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 0.81% |
$48.6K - $61.4K
|
53.3K
$7.48M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-433- 5.58% |
$48.4K - $61.1K
|
7.33K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-426- 2.36% |
$47.6K - $60.1K
|
17.6K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-416- 2.03% |
$46.5K - $58.7K
|
20.1K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 7.21% |
$46.3K - $58.5K
|
5.34K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-413- 0.26% |
$46.1K - $58.3K
|
157K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-410- 5.04% |
$45.8K - $57.8K
|
7.72K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-409- 1.16% |
$45.7K - $57.7K
|
34.8K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400- 80.65% |
$44.7K - $56.4K
|
96
$13.5K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-400- 1.09% |
$44.7K - $56.4K
|
36.3K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-390- 13.66% |
$43.6K - $55K
|
2.47K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-389- 7.42% |
$43.4K - $54.9K
|
4.85K
$682K
|