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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 2.63% |
$699 - $986
|
259
$40.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-7- 0.27% |
$699 - $986
|
2.57K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6- 0.15% |
$599 - $845
|
4.01K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-6- 0.13% |
$599 - $845
|
4.79K
$751K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 0.16% |
$499 - $704
|
3.14K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-4- 0.2% |
$399 - $563
|
2.03K
$318K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 12.9% |
$399 - $563
|
27
$4.23K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 10.81% |
$399 - $563
|
33
$5.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3- 0.17% |
$299 - $423
|
1.73K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.28% |
$299 - $423
|
1.08K
$169K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2- 0.03% |
$200 - $282
|
6.39K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 7.14% |
$200 - $282
|
26
$4.07K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.74% |
$200 - $282
|
113
$17.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.03% |
$200 - $282
|
8K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 1.61% |
$99.8 - $141
|
61
$9.56K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.11% |
$99.8 - $141
|
921
$144K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
2K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$311K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.45M- 5.97% |
$274M - $346M
|
38.6M
$6.04B
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-505K- 60.85% |
$56.4M - $71.2M
|
325K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-240K- 98.53% |
$26.9M - $33.9M
|
3.58K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-167K- 9.15% |
$18.7M - $23.6M
|
1.66M
$260M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-153K- 17.23% |
$17.1M - $21.6M
|
735K
$115M
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-66.4K- 93.88% |
$7.41M - $9.36M
|
4.33K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-30.3K- 55.69% |
$3.38M - $4.27M
|
24.1K
$3.77M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.4K- 0.26% |
$3.17M - $4.01M
|
11M
$1.72B
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-27.7K- 17.79% |
$3.1M - $3.91M
|
128K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-19.1K- 69.05% |
$2.13M - $2.69M
|
8.55K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-18.8K- 28.48% |
$2.1M - $2.65M
|
47.2K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-18.5K- 15.73% |
$2.07M - $2.61M
|
99.1K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 89.56% |
$2.05M - $2.59M
|
2.14K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-18K- 2.21% |
$2.01M - $2.54M
|
795K
$125M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-13.8K- 2.85% |
$1.54M - $1.95M
|
471K
$73.7M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-12.8K- 84.66% |
$1.43M - $1.81M
|
2.32K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-9.85K- 11.01% |
$1.1M - $1.39M
|
79.6K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.1K- 36.0% |
$905K - $1.14M
|
14.4K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-6.3K- 17.68% |
$704K - $889K
|
29.4K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.96K- 59.6% |
$666K - $841K
|
4.04K
$633K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.69K- 52.51% |
$635K - $803K
|
5.15K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.42K- 13.79% |
$605K - $765K
|
33.9K
$5.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-4.68K- 48.72% |
$522K - $660K
|
4.92K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.58K- 1.53% |
$512K - $646K
|
295K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.5K- 3.02% |
$503K - $635K
|
145K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.4K- 2.65% |
$491K - $620K
|
161K
$25.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.84K- 45.86% |
$429K - $542K
|
4.54K
$710K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.22K- 33.83% |
$359K - $454K
|
6.29K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.14K- 95.88% |
$351K - $443K
|
135
$21.1K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.86K- 0.12% |
$319K - $403K
|
2.44M
$382M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.83K- 20.45% |
$316K - $399K
|
11K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 11.87% |
$311K - $393K
|
20.7K
$3.24M
|
|