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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-232- 33.24% |
$25.9K - $32.7K
|
466
$65.5K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-231- 9.53% |
$25.8K - $32.6K
|
2.19K
$308K
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-230- 8.8% |
$25.7K - $32.4K
|
2.38K
$335K
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-227- 0.25% |
$25.4K - $32K
|
89.5K
$12.6M
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-221- 2.73% |
$24.7K - $31.2K
|
7.86K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-220- 1.5% |
$24.6K - $31K
|
14.4K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-215- 4.47% |
$24K - $30.3K
|
4.6K
$646K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-213- 0.14% |
$23.8K - $30.1K
|
156K
$21.9M
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-213- 9.51% |
$23.8K - $30.1K
|
2.03K
$285K
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-210- 0.39% |
$23.5K - $29.6K
|
53.2K
$7.47M
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-209- 7.23% |
$23.3K - $29.5K
|
2.68K
$376K
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-206- 10.54% |
$23K - $29.1K
|
1.75K
$246K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-204- 18.39% |
$22.8K - $28.8K
|
905
$127K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-201- 3.2% |
$22.4K - $28.4K
|
6.08K
$854K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-200- 5.23% |
$22.3K - $28.2K
|
3.62K
$509K
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.3% |
$22.3K - $28.2K
|
66.5K
$9.34M
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 1.62% |
$22.3K - $28.2K
|
12.1K
$1.7M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-198- 0.17% |
$22.1K - $27.9K
|
118K
$16.5M
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-196- 3.45% |
$21.9K - $27.7K
|
5.49K
$771K
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-194- 3.64% |
$21.7K - $27.4K
|
5.13K
$721K
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-187- 6.99% |
$20.9K - $26.4K
|
2.49K
$349K
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-180- 5.95% |
$20.1K - $25.4K
|
2.84K
$399K
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-177- 4.72% |
$19.8K - $25K
|
3.58K
$502K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-177- 0.83% |
$19.8K - $25K
|
21K
$2.95M
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-176- 1.81% |
$19.7K - $24.8K
|
9.56K
$1.34M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-176- 0.39% |
$19.7K - $24.8K
|
44.6K
$6.26M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-175- 8.28% |
$19.5K - $24.7K
|
1.94K
$272K
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-171- 0.52% |
$19.1K - $24.1K
|
32.4K
$4.56M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-170- 0.59% |
$19K - $24K
|
28.6K
$4.01M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-168- 7.73% |
$18.8K - $23.7K
|
2K
$282K
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-162- 3.0% |
$18.1K - $22.9K
|
5.25K
$737K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-160- 5.34% |
$17.9K - $22.6K
|
2.84K
$399K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-156- 1.86% |
$17.4K - $22K
|
8.24K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-155- 1.1% |
$17.3K - $21.9K
|
13.9K
$1.95M
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-155- 2.61% |
$17.3K - $21.9K
|
5.8K
$814K
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-154- 5.33% |
$17.2K - $21.7K
|
2.73K
$384K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-153- 7.77% |
$17.1K - $21.6K
|
1.82K
$255K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-151- 1.47% |
$16.9K - $21.3K
|
10.1K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-146- 3.09% |
$16.3K - $20.6K
|
4.58K
$643K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-145- 0.78% |
$16.2K - $20.5K
|
18.4K
$2.59M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-142- 7.4% |
$15.9K - $20K
|
1.78K
$249K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-136- 1.49% |
$15.2K - $19.2K
|
8.96K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-135- 2.22% |
$15.1K - $19K
|
5.94K
$834K
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-131- 3.0% |
$14.6K - $18.5K
|
4.24K
$596K
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-127- 6.75% |
$14.2K - $17.9K
|
1.76K
$247K
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-125- 0.24% |
$14K - $17.6K
|
52.4K
$7.36M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 6.69% |
$13.8K - $17.5K
|
1.73K
$243K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-122- 10.17% |
$13.6K - $17.2K
|
1.08K
$151K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122- 3.42% |
$13.6K - $17.2K
|
3.45K
$484K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-120- 0.87% |
$13.4K - $16.9K
|
13.6K
$1.91M
|