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
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15- 0.76% |
$1.68K - $2.12K
|
1.97K
$277K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-14- 0.4% |
$1.56K - $1.98K
|
3.52K
$495K
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-13- 0.65% |
$1.45K - $1.83K
|
2K
$281K
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-12- 0.14% |
$1.34K - $1.69K
|
8.86K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 0.52% |
$1.23K - $1.55K
|
2.09K
$293K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-11- 0.16% |
$1.23K - $1.55K
|
6.79K
$953K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-11- 0.19% |
$1.23K - $1.55K
|
5.91K
$830K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 2.75% |
$1.12K - $1.41K
|
353
$49.6K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 24.39% |
$1.12K - $1.41K
|
31
$4.35K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-9- 1.34% |
$1.01K - $1.27K
|
661
$92.9K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8- 0.27% |
$893 - $1.13K
|
2.95K
$414K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$893 - $1.13K
|
849
$119K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 0.68% |
$893 - $1.13K
|
1.16K
$163K
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.08% |
$670 - $846
|
7.77K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-6- 0.11% |
$670 - $846
|
5.43K
$762K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.06% |
$670 - $846
|
9.4K
$1.32M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.15% |
$670 - $846
|
3.94K
$554K
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-5- 0.2% |
$558 - $705
|
2.55K
$358K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 20.0% |
$447 - $564
|
16
$2.25K
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4- 0.16% |
$447 - $564
|
2.51K
$353K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3- 0.14% |
$335 - $423
|
2.08K
$292K
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3- 0.12% |
$335 - $423
|
2.53K
$355K
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3- 0.07% |
$335 - $423
|
4.51K
$634K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.04% |
$223 - $282
|
4.54K
$638K
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2- 0.03% |
$223 - $282
|
6.61K
$929K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-2- 0.07% |
$223 - $282
|
3.05K
$428K
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
1.91K
$269K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$112 - $141
|
5.11K
$718K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 10.0% |
$112 - $141
|
9
$1.26K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
2.04K
$286K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
2.06K
$289K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.06% |
$112 - $141
|
1.77K
$248K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$112 - $141
|
677
$95.1K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-900K- 46.15% |
$94M - $121M
|
1.05M
$147M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-323K- 5.57% |
$33.7M - $43.6M
|
5.48M
$770M
|
|
Feb 14, 2025
Q4 2024
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-279K- 45.73% |
$29.1M - $37.6M
|
331K
$46.4M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177K- 86.02% |
$18.5M - $23.9M
|
28.8K
$4.05M
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-118K- 7.74% |
$12.3M - $15.9M
|
1.41M
$197M
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
PUT |
-87.3K- 87.3% |
$9.12M - $11.8M
|
12.7K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45.9K- 19.99% |
$4.79M - $6.2M
|
184K
$25.8M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-44.1K- 17.21% |
$4.61M - $5.96M
|
212K
$29.8M
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-35.9K- 43.9% |
$3.75M - $4.85M
|
45.9K
$6.45M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-34.3K- 93.21% |
$3.58M - $4.63M
|
2.5K
$351K
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-23.3K- 46.72% |
$2.43M - $3.15M
|
26.6K
$3.73M
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.8K- 10.3% |
$2.18M - $2.81M
|
181K
$25.5M
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
PUT |
-18.8K- 56.97% |
$1.96M - $2.54M
|
14.2K
$1.99M
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-15.8K- 6.84% |
$1.65M - $2.13M
|
215K
$30.2M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$19.8M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-12.8K- 65.55% |
$1.34M - $1.73M
|
6.75K
$948K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$301K
|