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 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-215- 7.71% |
$21.5K - $30.3K
|
2.57K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-212- 9.38% |
$21.2K - $29.9K
|
2.05K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-210- 16.67% |
$21K - $29.6K
|
1.05K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-208- 3.59% |
$20.8K - $29.3K
|
5.58K
$875K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-207- 17.81% |
$20.7K - $29.2K
|
955
$150K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-206- 1.03% |
$20.6K - $29K
|
19.9K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-205- 2.25% |
$20.5K - $28.9K
|
8.89K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-202- 3.72% |
$20.2K - $28.5K
|
5.22K
$818K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-201- 1.87% |
$20.1K - $28.3K
|
10.6K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-200- 2.26% |
$20K - $28.2K
|
8.66K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-200- 0.53% |
$20K - $28.2K
|
37.8K
$5.92M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 2.78% |
$20K - $28.2K
|
7K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-198- 4.47% |
$19.8K - $27.9K
|
4.23K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-197- 6.3% |
$19.7K - $27.7K
|
2.93K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-196- 3.5% |
$19.6K - $27.6K
|
5.41K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-195- 0.54% |
$19.5K - $27.5K
|
36.2K
$5.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-194- 0.84% |
$19.4K - $27.3K
|
22.9K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 1.67% |
$19.4K - $27.3K
|
11.4K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-194- 3.7% |
$19.4K - $27.3K
|
5.05K
$791K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-192- 4.26% |
$19.2K - $27K
|
4.32K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-192- 0.51% |
$19.2K - $27K
|
37.8K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-191- 35.9% |
$19.1K - $26.9K
|
341
$53.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-190- 5.78% |
$19K - $26.8K
|
3.1K
$486K
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-190- 0.36% |
$19K - $26.8K
|
52.2K
$8.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-184- 1.09% |
$18.4K - $25.9K
|
16.7K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-184- 3.63% |
$18.4K - $25.9K
|
4.88K
$765K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-184- 6.81% |
$18.4K - $25.9K
|
2.52K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-183- 6.39% |
$18.3K - $25.8K
|
2.68K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-183- 17.12% |
$18.3K - $25.8K
|
886
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-181- 0.74% |
$18.1K - $25.5K
|
24.4K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-179- 18.53% |
$17.9K - $25.2K
|
787
$123K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 1.12% |
$17.5K - $24.7K
|
15.5K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-173- 9.53% |
$17.3K - $24.4K
|
1.64K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-167- 9.01% |
$16.7K - $23.5K
|
1.69K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-167- 0.52% |
$16.7K - $23.5K
|
31.9K
$5M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-166- 0.83% |
$16.6K - $23.4K
|
19.9K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-164- 44.57% |
$16.4K - $23.1K
|
204
$32K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-155- 4.6% |
$15.5K - $21.8K
|
3.21K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 7.32% |
$15K - $21.1K
|
1.9K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 2.59% |
$15K - $21.1K
|
5.65K
$884K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-149- 3.43% |
$14.9K - $21K
|
4.2K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-148- 5.95% |
$14.8K - $20.8K
|
2.34K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-148- 2.27% |
$14.8K - $20.8K
|
6.36K
$997K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-146- 1.08% |
$14.6K - $20.6K
|
13.4K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 2.22% |
$14.6K - $20.6K
|
6.44K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139- 4.92% |
$13.9K - $19.6K
|
2.69K
$421K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-138- 0.83% |
$13.8K - $19.4K
|
16.4K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137- 2.24% |
$13.7K - $19.3K
|
5.97K
$935K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-134- 2.42% |
$13.4K - $18.9K
|
5.4K
$846K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 35.28% |
$13.3K - $18.7K
|
244
$38.2K
|