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 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-52- 1.81% |
$5.81K - $7.34K
|
2.83K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-51- 2.86% |
$5.7K - $7.2K
|
1.73K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 1.63% |
$5.58K - $7.05K
|
3.02K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49- 28.16% |
$5.47K - $6.91K
|
125
$17.6K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-48- 0.9% |
$5.36K - $6.77K
|
5.27K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 0.44% |
$5.36K - $6.77K
|
10.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-47- 0.98% |
$5.25K - $6.63K
|
4.75K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 1.57% |
$5.25K - $6.63K
|
2.95K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-47- 0.08% |
$5.25K - $6.63K
|
61.9K
$8.7M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-46- 0.02% |
$5.14K - $6.49K
|
202K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-45- 0.12% |
$5.03K - $6.35K
|
38K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-45- 27.61% |
$5.03K - $6.35K
|
118
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-43- 0.82% |
$4.8K - $6.07K
|
5.2K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-43- 0.79% |
$4.8K - $6.07K
|
5.42K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-43- 4.79% |
$4.8K - $6.07K
|
855
$120K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-41- 0.88% |
$4.58K - $5.78K
|
4.61K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-40- 0.04% |
$4.47K - $5.64K
|
106K
$14.9M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-39- 1.6% |
$4.36K - $5.5K
|
2.41K
$338K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 1.57% |
$4.36K - $5.5K
|
2.45K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.13% |
$4.24K - $5.36K
|
3.32K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 1.12% |
$4.13K - $5.22K
|
3.27K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-34- 0.31% |
$3.8K - $4.8K
|
11K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-34- 0.82% |
$3.8K - $4.8K
|
4.13K
$580K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-31- 0.39% |
$3.46K - $4.37K
|
7.94K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-31- 1.34% |
$3.46K - $4.37K
|
2.29K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-30- 0.08% |
$3.35K - $4.23K
|
39.4K
$5.53M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-29- 0.16% |
$3.24K - $4.09K
|
17.6K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-29- 7.14% |
$3.24K - $4.09K
|
377
$53K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-28- 1.14% |
$3.13K - $3.95K
|
2.43K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-28- 0.4% |
$3.13K - $3.95K
|
7.06K
$991K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 0.52% |
$3.13K - $3.95K
|
5.4K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-27- 1.5% |
$3.02K - $3.81K
|
1.77K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-26- 0.15% |
$2.9K - $3.67K
|
17.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-25- 1.0% |
$2.79K - $3.53K
|
2.49K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.14% |
$2.79K - $3.53K
|
18.1K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$39.9K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-24- 0.35% |
$2.68K - $3.39K
|
6.74K
$946K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-23- 1.32% |
$2.57K - $3.24K
|
1.72K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$34.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-21- 60.0% |
$2.35K - $2.96K
|
14
$1.97K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-21- 2.44% |
$2.35K - $2.96K
|
841
$118K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 24.39% |
$2.23K - $2.82K
|
62
$8.71K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.96% |
$2.23K - $2.82K
|
2.06K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-19- 1.02% |
$2.12K - $2.68K
|
1.85K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-19- 0.22% |
$2.12K - $2.68K
|
8.69K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$385K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-18- 0.29% |
$2.01K - $2.54K
|
6.21K
$872K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.82% |
$1.9K - $2.4K
|
2.05K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-16- 0.37% |
$1.79K - $2.26K
|
4.35K
$611K
|