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 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-132- 3.48% |
$13.2K - $18.6K
|
3.66K
$573K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-131- 2.21% |
$13.1K - $18.5K
|
5.81K
$910K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-131- 5.43% |
$13.1K - $18.5K
|
2.28K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-130- 73.86% |
$13K - $18.3K
|
46
$7.21K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-129- 6.91% |
$12.9K - $18.2K
|
1.74K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-128- 6.43% |
$12.8K - $18K
|
1.86K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-127- 3.6% |
$12.7K - $17.9K
|
3.4K
$533K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-126- 1.86% |
$12.6K - $17.7K
|
6.66K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-125- 3.45% |
$12.5K - $17.6K
|
3.5K
$548K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-125- 1.15% |
$12.5K - $17.6K
|
10.8K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-124- 4.22% |
$12.4K - $17.5K
|
2.81K
$440K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-123- 1.62% |
$12.3K - $17.3K
|
7.46K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-121- 3.28% |
$12.1K - $17K
|
3.57K
$558K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-120- 2.74% |
$12K - $16.9K
|
4.27K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-119- 4.5% |
$11.9K - $16.8K
|
2.53K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 2.23% |
$11.9K - $16.8K
|
5.22K
$818K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-118- 6.81% |
$11.8K - $16.6K
|
1.62K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-116- 1.96% |
$11.6K - $16.3K
|
5.81K
$910K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-115- 1.08% |
$11.5K - $16.2K
|
10.5K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-115- 0.24% |
$11.5K - $16.2K
|
48.4K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-114- 4.91% |
$11.4K - $16.1K
|
2.21K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-112- 0.44% |
$11.2K - $15.8K
|
25.4K
$3.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-112- 58.95% |
$11.2K - $15.8K
|
78
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-112- 0.49% |
$11.2K - $15.8K
|
22.6K
$3.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-109- 11.91% |
$10.9K - $15.4K
|
806
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-107- 0.8% |
$10.7K - $15.1K
|
13.3K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-107- 4.25% |
$10.7K - $15.1K
|
2.41K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-104- 3.07% |
$10.4K - $14.6K
|
3.29K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-100- 4.88% |
$9.98K - $14.1K
|
1.95K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 50.0% |
$9.98K - $14.1K
|
100
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-100- 0.13% |
$9.98K - $14.1K
|
75.6K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 5.07% |
$9.98K - $14.1K
|
1.87K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-100- 1.83% |
$9.98K - $14.1K
|
5.36K
$840K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.93% |
$9.98K - $14.1K
|
5.08K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Salzhauer Michael
|
SELL
|
- |
-94- 2.22% |
$9.38K - $13.2K
|
4.13K
$647K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-92- 4.14% |
$9.18K - $13K
|
2.13K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-91- 1.23% |
$9.08K - $12.8K
|
7.28K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-91- 2.62% |
$9.08K - $12.8K
|
3.39K
$531K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-91- 0.98% |
$9.08K - $12.8K
|
9.19K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-90- 2.23% |
$8.98K - $12.7K
|
3.94K
$618K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-89- 3.57% |
$8.88K - $12.5K
|
2.41K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-88- 29.14% |
$8.79K - $12.4K
|
214
$33.5K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-87- 2.69% |
$8.69K - $12.3K
|
3.14K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-87- 2.79% |
$8.69K - $12.3K
|
3.03K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-87- 0.4% |
$8.69K - $12.3K
|
21.7K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-86- 0.5% |
$8.59K - $12.1K
|
17.1K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-84- 2.55% |
$8.39K - $11.8K
|
3.21K
$503K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-83- 3.16% |
$8.29K - $11.7K
|
2.55K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-82- 2.47% |
$8.19K - $11.6K
|
3.24K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-82- 2.56% |
$8.19K - $11.6K
|
3.12K
$488K
|