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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
PUT |
-5K- 33.33% |
$522K - $675K
|
10K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.38K- 31.14% |
$458K - $592K
|
9.69K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.15K- 9.91% |
$433K - $560K
|
37.7K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.7K- 24.18% |
$386K - $499K
|
11.6K
$1.63M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$4.54M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.47K- 11.53% |
$362K - $468K
|
26.6K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-2.3K- 42.59% |
$240K - $310K
|
3.1K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.2K- 8.66% |
$230K - $297K
|
23.2K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.71K- 41.84% |
$179K - $231K
|
2.38K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.67K- 49.88% |
$174K - $225K
|
1.68K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.66K- 4.46% |
$173K - $223K
|
35.4K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.02% |
$157K - $202K
|
35.9K
$5.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.4K- 5.81% |
$147K - $189K
|
22.7K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 3.48% |
$116K - $150K
|
30.9K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$6.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-906- 5.06% |
$94.6K - $122K
|
17K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-803- 0.47% |
$83.8K - $108K
|
169K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-725- 6.13% |
$75.7K - $97.9K
|
11.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-720- 12.2% |
$75.2K - $97.2K
|
5.18K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-655- 12.01% |
$68.4K - $88.4K
|
4.8K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 4.29% |
$65.4K - $84.5K
|
14K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-593- 24.67% |
$61.9K - $80K
|
1.81K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-535- 5.23% |
$55.9K - $72.2K
|
9.69K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Robotti Robert
New York, NY |
SELL
|
- |
-500- 6.93% |
$52.2K - $67.5K
|
6.72K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-424- 18.68% |
$44.3K - $57.2K
|
1.85K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-402- 18.31% |
$42K - $54.3K
|
1.79K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-387- 16.23% |
$40.4K - $52.2K
|
2K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 10.52% |
$36.5K - $47.2K
|
2.98K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.26K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-278- 12.8% |
$29K - $37.5K
|
1.89K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$248K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.71M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-237- 7.72% |
$24.7K - $32K
|
2.83K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-228- 7.16% |
$23.8K - $30.8K
|
2.96K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-220- 5.65% |
$23K - $29.7K
|
3.68K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-208- 27.23% |
$21.7K - $28.1K
|
556
$78.1K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-200- 9.07% |
$20.9K - $27K
|
2.01K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-172- 7.96% |
$18K - $23.2K
|
1.99K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-165- 7.63% |
$17.2K - $22.3K
|
2K
$281K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-163- 8.17% |
$17K - $22K
|
1.83K
$257K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-132- 2.67% |
$13.8K - $17.8K
|
4.81K
$676K
|