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 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-386- 5.01% |
$43.1K - $54.5K
|
7.32K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-380- 7.59% |
$42.4K - $53.6K
|
4.63K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-374- 4.36% |
$41.8K - $52.8K
|
8.2K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-373- 9.1% |
$41.7K - $52.6K
|
3.73K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-372- 14.41% |
$41.5K - $52.5K
|
2.21K
$311K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-371- 0.19% |
$41.4K - $52.3K
|
198K
$27.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 2.34% |
$40.5K - $51.2K
|
15.1K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-358- 14.03% |
$40K - $50.5K
|
2.19K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 4.47% |
$39.9K - $50.4K
|
7.62K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-352- 5.54% |
$39.3K - $49.7K
|
6.01K
$846K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-344- 1.82% |
$38.4K - $48.5K
|
18.5K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-344- 2.03% |
$38.4K - $48.5K
|
16.6K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-337- 0.57% |
$37.6K - $47.5K
|
58.5K
$8.25M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-332- 12.87% |
$37.1K - $46.8K
|
2.25K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-331- 13.22% |
$37K - $46.7K
|
2.17K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-321- 1.89% |
$35.8K - $45.3K
|
16.7K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-319- 1.42% |
$35.6K - $45K
|
22.1K
$3.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-318- 0.98% |
$35.5K - $44.9K
|
32.1K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-313- 2.09% |
$35K - $44.2K
|
14.7K
$2.07M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$57.5K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-301- 13.1% |
$33.6K - $42.5K
|
2K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-298- 34.57% |
$33.3K - $42K
|
564
$79.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-292- 8.11% |
$32.6K - $41.2K
|
3.31K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-290- 4.38% |
$32.4K - $40.9K
|
6.33K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-287- 5.29% |
$32.1K - $40.5K
|
5.14K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-287- 11.01% |
$32.1K - $40.5K
|
2.32K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-282- 3.29% |
$31.5K - $39.8K
|
8.28K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-281- 1.23% |
$31.4K - $39.6K
|
22.5K
$3.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-281- 7.84% |
$31.4K - $39.6K
|
3.3K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-280- 7.84% |
$31.3K - $39.5K
|
3.29K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-278- 1.08% |
$31K - $39.2K
|
25.4K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-277- 1.98% |
$30.9K - $39.1K
|
13.7K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-275- 5.53% |
$30.7K - $38.8K
|
4.7K
$662K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-272- 13.47% |
$30.4K - $38.4K
|
1.75K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-271- 2.47% |
$30.3K - $38.2K
|
10.7K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-270- 9.74% |
$30.2K - $38.1K
|
2.5K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-264- 0.75% |
$29.5K - $37.2K
|
35K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-259- 3.11% |
$28.9K - $36.5K
|
8.06K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-256- 4.37% |
$28.6K - $36.1K
|
5.6K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-254- 21.54% |
$28.4K - $35.8K
|
925
$130K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-254- 1.79% |
$28.4K - $35.8K
|
13.9K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-250- 6.26% |
$27.9K - $35.3K
|
3.74K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-248- 99.2% |
$27.7K - $35K
|
2
$282
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-246- 4.26% |
$27.5K - $34.7K
|
5.53K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-245- 0.94% |
$27.4K - $34.6K
|
25.8K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-244- 2.65% |
$27.2K - $34.4K
|
8.97K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-243- 12.26% |
$27.1K - $34.3K
|
1.74K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-242- 2.43% |
$27K - $34.1K
|
9.71K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-239- 1.87% |
$26.7K - $33.7K
|
12.5K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-237- 0.53% |
$26.5K - $33.4K
|
44.8K
$6.31M
|