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 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-510- 12.15% |
$57K - $72K
|
3.69K
$516K
|
|
|
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
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-500- 6.84% |
$55.8K - $70.5K
|
6.81K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-500- 5.21% |
$55.8K - $70.5K
|
9.09K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-500- 6.68% |
$55.8K - $70.5K
|
6.98K
$978K
|
|
|
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
$849K
|
|
|
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
$570K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-482- 0.52% |
$53.8K - $68K
|
93K
$13M
|
|
|
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
$787K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-446- 14.8% |
$49.8K - $62.9K
|
2.57K
$360K
|
|
|
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
$7.46M
|
|
|
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
$2.47M
|
|
|
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
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-400- 80.65% |
$44.7K - $56.4K
|
96
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-400- 1.09% |
$44.7K - $56.4K
|
36.3K
$5.09M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-390- 13.66% |
$43.6K - $55K
|
2.47K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-389- 7.42% |
$43.4K - $54.9K
|
4.85K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-386- 5.01% |
$43.1K - $54.5K
|
7.32K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-374- 4.36% |
$41.8K - $52.8K
|
8.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-373- 9.1% |
$41.7K - $52.6K
|
3.73K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-372- 14.41% |
$41.5K - $52.5K
|
2.21K
$309K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-371- 0.19% |
$41.4K - $52.3K
|
198K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-363- 2.34% |
$40.5K - $51.2K
|
15.1K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-358- 14.03% |
$40K - $50.5K
|
2.19K
$307K
|
|
|
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
$841K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-344- 1.82% |
$38.4K - $48.5K
|
18.5K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-337- 0.57% |
$37.6K - $47.5K
|
58.5K
$8.2M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-332- 12.87% |
$37.1K - $46.8K
|
2.25K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-321- 1.89% |
$35.8K - $45.3K
|
16.7K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-319- 1.42% |
$35.6K - $45K
|
22.1K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-318- 0.98% |
$35.5K - $44.9K
|
32.1K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-313- 2.09% |
$35K - $44.2K
|
14.7K
$2.06M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-312- 43.33% |
$34.8K - $44K
|
408
$57.1K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-298- 34.57% |
$33.3K - $42K
|
564
$79K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-292- 8.11% |
$32.6K - $41.2K
|
3.31K
$464K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-290- 4.38% |
$32.4K - $40.9K
|
6.33K
$887K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-287- 5.29% |
$32.1K - $40.5K
|
5.14K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-287- 11.01% |
$32.1K - $40.5K
|
2.32K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-282- 3.29% |
$31.5K - $39.8K
|
8.28K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-281- 1.23% |
$31.4K - $39.6K
|
22.5K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-281- 7.84% |
$31.4K - $39.6K
|
3.3K
$462K
|