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 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 6.69% |
$13.8K - $17.5K
|
1.73K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-119- 3.61% |
$13.3K - $16.8K
|
3.18K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-110- 5.25% |
$12.3K - $15.5K
|
1.99K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-105- 4.96% |
$11.7K - $14.8K
|
2.01K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-104- 1.35% |
$11.6K - $14.7K
|
7.58K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-100- 66.23% |
$11.2K - $14.1K
|
51
$7.99K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-97- 4.95% |
$10.8K - $13.7K
|
1.86K
$292K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-87- 1.55% |
$9.72K - $12.3K
|
5.51K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-83- 3.1% |
$9.27K - $11.7K
|
2.6K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-77- 15.1% |
$8.6K - $10.9K
|
433
$67.8K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 2.99% |
$7.59K - $9.59K
|
2.2K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 60.71% |
$7.59K - $9.59K
|
44
$6.89K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-62- 1.76% |
$6.92K - $8.75K
|
3.46K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-60- 0.83% |
$6.7K - $8.46K
|
7.18K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-56- 24.56% |
$6.25K - $7.9K
|
172
$26.9K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-50- 1.63% |
$5.58K - $7.05K
|
3.02K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-47- 1.57% |
$5.25K - $6.63K
|
2.95K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-41- 0.7% |
$4.58K - $5.78K
|
5.79K
$907K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.14% |
$2.79K - $3.53K
|
18.1K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-25- 8.09% |
$2.79K - $3.53K
|
284
$44.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-22- 8.21% |
$2.46K - $3.1K
|
246
$38.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-21- 60.0% |
$2.35K - $2.96K
|
14
$2.19K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-21- 2.44% |
$2.35K - $2.96K
|
841
$132K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-19- 1.02% |
$2.12K - $2.68K
|
1.85K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-19- 0.69% |
$2.12K - $2.68K
|
2.74K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15- 0.76% |
$1.68K - $2.12K
|
1.97K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-13- 0.65% |
$1.45K - $1.83K
|
2K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 0.52% |
$1.23K - $1.55K
|
2.09K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-9- 1.34% |
$1.01K - $1.27K
|
661
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-8- 0.68% |
$893 - $1.13K
|
1.16K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-5- 0.2% |
$558 - $705
|
2.55K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3- 0.12% |
$335 - $423
|
2.53K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
1.91K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1- 10.0% |
$112 - $141
|
9
$1.41K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1- 0.05% |
$112 - $141
|
2.06K
$322K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-900K- 46.15% |
$94M - $121M
|
1.05M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-323K- 5.57% |
$33.7M - $43.6M
|
5.48M
$858M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-177K- 86.02% |
$18.5M - $23.9M
|
28.8K
$4.51M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-140K- 69.96% |
$14.6M - $18.9M
|
60.1K
$9.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-118K- 7.74% |
$12.3M - $15.9M
|
1.41M
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
SELL
|
PUT |
-87.3K- 87.3% |
$9.12M - $11.8M
|
12.7K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-45.9K- 19.99% |
$4.79M - $6.2M
|
184K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-34.3K- 93.21% |
$3.58M - $4.63M
|
2.5K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-23.3K- 46.72% |
$2.43M - $3.15M
|
26.6K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.8K- 10.3% |
$2.18M - $2.81M
|
181K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
PUT |
-18.8K- 56.97% |
$1.96M - $2.54M
|
14.2K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-15.8K- 6.84% |
$1.65M - $2.13M
|
215K
$33.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$22.1M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-12.6K- 4.97% |
$1.31M - $1.69M
|
240K
$37.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11K- 83.63% |
$1.14M - $1.48M
|
2.14K
$336K
|
|