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 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-38- 0.48% |
$3.79K - $5.35K
|
7.81K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 1.13% |
$3.69K - $5.21K
|
3.23K
$506K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-36- 0.11% |
$3.59K - $5.07K
|
34K
$5.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.12% |
$3.49K - $4.93K
|
30.3K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-33- 0.64% |
$3.29K - $4.65K
|
5.13K
$803K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-33- 1.8% |
$3.29K - $4.65K
|
1.8K
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-33- 1.5% |
$3.29K - $4.65K
|
2.16K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-31- 0.27% |
$3.09K - $4.37K
|
11.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-30- 0.11% |
$2.99K - $4.23K
|
28.1K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29- 0.61% |
$2.9K - $4.08K
|
4.72K
$739K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-29- 1.9% |
$2.9K - $4.08K
|
1.5K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.17% |
$2.9K - $4.08K
|
17.1K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-29- 1.84% |
$2.9K - $4.08K
|
1.55K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-27- 0.7% |
$2.7K - $3.8K
|
3.83K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-27- 1.13% |
$2.7K - $3.8K
|
2.37K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-27- 1.23% |
$2.7K - $3.8K
|
2.17K
$339K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-27- 1.54% |
$2.7K - $3.8K
|
1.73K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 2.55% |
$2.6K - $3.66K
|
994
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-25- 0.18% |
$2.5K - $3.52K
|
14K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-25- 0.48% |
$2.5K - $3.52K
|
5.16K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-25- 0.26% |
$2.5K - $3.52K
|
9.43K
$1.48M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-24- 0.08% |
$2.4K - $3.38K
|
30.2K
$4.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-24- 0.16% |
$2.4K - $3.38K
|
14.9K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23- 0.25% |
$2.3K - $3.24K
|
9K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23- 0.24% |
$2.3K - $3.24K
|
9.38K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-23- 0.86% |
$2.3K - $3.24K
|
2.67K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 39.29% |
$2.2K - $3.1K
|
34
$5.33K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-20- 12.9% |
$2K - $2.82K
|
135
$21.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-20- 0.81% |
$2K - $2.82K
|
2.45K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-19- 1.04% |
$1.9K - $2.68K
|
1.8K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-16- 0.54% |
$1.6K - $2.25K
|
2.94K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-15- 0.41% |
$1.5K - $2.11K
|
3.66K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-15- 0.33% |
$1.5K - $2.11K
|
4.6K
$720K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-14- 0.53% |
$1.4K - $1.97K
|
2.63K
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14- 0.34% |
$1.4K - $1.97K
|
4.15K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14- 0.52% |
$1.4K - $1.97K
|
2.69K
$422K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-14- 0.63% |
$1.4K - $1.97K
|
2.2K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 0.6% |
$1.3K - $1.83K
|
2.15K
$336K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-13- 0.41% |
$1.3K - $1.83K
|
3.19K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-13- 0.48% |
$1.3K - $1.83K
|
2.7K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 29.27% |
$1.2K - $1.69K
|
29
$4.54K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12- 0.62% |
$1.2K - $1.69K
|
1.91K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-11- 0.76% |
$1.1K - $1.55K
|
1.43K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-10- 0.21% |
$998 - $1.41K
|
4.65K
$728K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10- 27.03% |
$998 - $1.41K
|
27
$4.23K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.26% |
$998 - $1.41K
|
3.82K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-9- 0.3% |
$898 - $1.27K
|
2.99K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8- 0.23% |
$799 - $1.13K
|
3.51K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-8- 0.02% |
$799 - $1.13K
|
41.1K
$6.43M
|