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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-81- 2.1% |
$8.09K - $11.4K
|
3.79K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-81- 1.0% |
$8.09K - $11.4K
|
8.01K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-80- 9.6% |
$7.99K - $11.3K
|
753
$118K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-79- 2.77% |
$7.89K - $11.1K
|
2.77K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-78- 1.06% |
$7.79K - $11K
|
7.31K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-78- 1.26% |
$7.79K - $11K
|
6.12K
$958K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.51% |
$7.69K - $10.8K
|
5.03K
$788K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-75- 4.02% |
$7.49K - $10.6K
|
1.79K
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-73- 0.83% |
$7.29K - $10.3K
|
8.76K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-72- 0.52% |
$7.19K - $10.1K
|
13.8K
$2.16M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-72- 2.2% |
$7.19K - $10.1K
|
3.2K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-71- 4.15% |
$7.09K - $10K
|
1.64K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-70- 3.21% |
$6.99K - $9.86K
|
2.11K
$331K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-70- 0.2% |
$6.99K - $9.86K
|
34.9K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-70- 2.12% |
$6.99K - $9.86K
|
3.23K
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-69- 0.25% |
$6.89K - $9.72K
|
27.4K
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-68- 22.15% |
$6.79K - $9.58K
|
239
$37.4K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-67- 2.2% |
$6.69K - $9.44K
|
2.98K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-67- 1.77% |
$6.69K - $9.44K
|
3.71K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-64- 0.4% |
$6.39K - $9.02K
|
16K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-62- 2.27% |
$6.19K - $8.73K
|
2.67K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 9.16% |
$6.19K - $8.73K
|
615
$96.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-61- 1.01% |
$6.09K - $8.59K
|
6K
$940K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-61- 2.64% |
$6.09K - $8.59K
|
2.25K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 2.93% |
$5.99K - $8.45K
|
1.99K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-60- 1.89% |
$5.99K - $8.45K
|
3.12K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-59- 0.71% |
$5.89K - $8.31K
|
8.22K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-55- 1.31% |
$5.49K - $7.75K
|
4.13K
$648K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.37% |
$5.39K - $7.61K
|
14.6K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-54- 2.66% |
$5.39K - $7.61K
|
1.98K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-53- 1.76% |
$5.29K - $7.47K
|
2.96K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-52- 0.07% |
$5.19K - $7.32K
|
79.2K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-52- 3.03% |
$5.19K - $7.32K
|
1.67K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-51- 1.37% |
$5.09K - $7.18K
|
3.68K
$576K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-51- 9.55% |
$5.09K - $7.18K
|
483
$75.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.66% |
$5.09K - $7.18K
|
7.71K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.23% |
$4.99K - $7.04K
|
21.8K
$3.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 0.45% |
$4.99K - $7.04K
|
11.1K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-50- 0.74% |
$4.99K - $7.04K
|
6.68K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-46- 1.11% |
$4.59K - $6.48K
|
4.09K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-46- 0.53% |
$4.59K - $6.48K
|
8.64K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-42- 1.95% |
$4.19K - $5.92K
|
2.12K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42- 0.52% |
$4.19K - $5.92K
|
8.01K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-42- 13.25% |
$4.19K - $5.92K
|
275
$43.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-42- 2.15% |
$4.19K - $5.92K
|
1.91K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-41- 1.14% |
$4.09K - $5.78K
|
3.56K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-40- 1.54% |
$3.99K - $5.63K
|
2.55K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-40- 8.58% |
$3.99K - $5.63K
|
426
$66.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-39- 0.55% |
$3.89K - $5.49K
|
7.05K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-38- 4.21% |
$3.79K - $5.35K
|
865
$135K
|