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 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-119- 2.78% |
$13.3K - $16.8K
|
4.17K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-119- 0.79% |
$13.3K - $16.8K
|
14.9K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-117- 4.82% |
$13.1K - $16.5K
|
2.31K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-111- 0.97% |
$12.4K - $15.7K
|
11.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-110- 5.25% |
$12.3K - $15.5K
|
1.99K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-109- 3.16% |
$12.2K - $15.4K
|
3.34K
$469K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-106- 0.83% |
$11.8K - $15K
|
12.6K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-105- 4.96% |
$11.7K - $14.8K
|
2.01K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-104- 1.35% |
$11.6K - $14.7K
|
7.58K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-103- 7.84% |
$11.5K - $14.5K
|
1.21K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-103- 3.1% |
$11.5K - $14.5K
|
3.22K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-103- 1.53% |
$11.5K - $14.5K
|
6.64K
$932K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.91% |
$11.4K - $14.4K
|
5.24K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 66.23% |
$11.2K - $14.1K
|
51
$7.16K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.83% |
$11.2K - $14.1K
|
1.97K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-94- 4.12% |
$10.5K - $13.3K
|
2.19K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-93- 3.71% |
$10.4K - $13.1K
|
2.41K
$339K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-83- 2.59% |
$9.27K - $11.7K
|
3.12K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-83- 3.1% |
$9.27K - $11.7K
|
2.6K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-81- 1.9% |
$9.05K - $11.4K
|
4.19K
$588K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81- 2.53% |
$9.05K - $11.4K
|
3.12K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-80- 14.95% |
$8.93K - $11.3K
|
455
$63.9K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-77- 15.1% |
$8.6K - $10.9K
|
433
$60.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-77- 4.14% |
$8.6K - $10.9K
|
1.78K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-75- 1.71% |
$8.38K - $10.6K
|
4.3K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-74- 1.53% |
$8.26K - $10.4K
|
4.78K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-71- 2.77% |
$7.93K - $10K
|
2.49K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-71- 37.97% |
$7.93K - $10K
|
116
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-70- 2.42% |
$7.82K - $9.88K
|
2.83K
$397K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-70- 0.83% |
$7.82K - $9.88K
|
8.39K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-70- 0.4% |
$7.82K - $9.88K
|
17.5K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-70- 3.84% |
$7.82K - $9.88K
|
1.76K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-69- 2.56% |
$7.71K - $9.73K
|
2.63K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 2.99% |
$7.59K - $9.59K
|
2.2K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 60.71% |
$7.59K - $9.59K
|
44
$6.18K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-64- 0.58% |
$7.15K - $9.03K
|
11K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.92% |
$7.15K - $9.03K
|
6.88K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-62- 1.76% |
$6.92K - $8.75K
|
3.46K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-61- 1.29% |
$6.81K - $8.61K
|
4.67K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.83% |
$6.7K - $8.46K
|
7.18K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59- 2.65% |
$6.59K - $8.32K
|
2.17K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-58- 0.08% |
$6.48K - $8.18K
|
76.2K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-57- 1.46% |
$6.37K - $8.04K
|
3.86K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-56- 24.56% |
$6.25K - $7.9K
|
172
$24.2K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-55- 1.31% |
$6.14K - $7.76K
|
4.14K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-55- 0.16% |
$6.14K - $7.76K
|
35K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-53- 1.64% |
$5.92K - $7.48K
|
3.18K
$447K
|