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 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.8K- 0.77% |
$180K - $254K
|
232K
$32.4M
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.79K- 47.06% |
$179K - $252K
|
2.02K
$282K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.74K- 4.41% |
$174K - $245K
|
37.7K
$5.28M
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.53K- 14.81% |
$153K - $215K
|
8.79K
$1.23M
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.52K- 2.22% |
$152K - $215K
|
66.9K
$9.37M
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.51K- 2.34% |
$151K - $213K
|
63K
$8.83M
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 6.98% |
$150K - $211K
|
20K
$2.8M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.42K- 1.24% |
$142K - $200K
|
113K
$15.9M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.41K- 3.9% |
$141K - $199K
|
34.9K
$4.88M
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.39K- 2.42% |
$139K - $196K
|
56K
$7.85M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.33K- 4.45% |
$133K - $188K
|
28.6K
$4.01M
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.31K- 16.78% |
$130K - $184K
|
6.48K
$908K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 0.09% |
$130K - $184K
|
1.51M
$212M
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 1.95% |
$130K - $183K
|
65.2K
$9.13M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.24K- 6.39% |
$123K - $174K
|
18.1K
$2.54M
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 29.81% |
$113K - $160K
|
2.67K
$374K
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.11K- 39.23% |
$111K - $156K
|
1.72K
$241K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09K- 4.87% |
$109K - $153K
|
21.2K
$2.97M
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-972- 12.49% |
$97K - $137K
|
6.81K
$954K
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-946- 1.25% |
$94.4K - $133K
|
74.6K
$10.4M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-930- 1.35% |
$92.8K - $131K
|
68K
$9.53M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-876- 6.07% |
$87.5K - $123K
|
13.6K
$1.9M
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-863- 14.61% |
$86.2K - $122K
|
5.04K
$706K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-800- 2.32% |
$79.9K - $113K
|
33.8K
$4.73M
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-795- 6.29% |
$79.4K - $112K
|
11.8K
$1.66M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-746- 0.26% |
$74.5K - $105K
|
288K
$40.3M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-721- 33.4% |
$72K - $102K
|
1.44K
$201K
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-704- 3.83% |
$70.3K - $99.2K
|
17.7K
$2.48M
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-700- 0.58% |
$69.9K - $98.6K
|
120K
$16.8M
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-700- 3.37% |
$69.9K - $98.6K
|
20.1K
$2.81M
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-662- 1.23% |
$66.1K - $93.2K
|
53.1K
$7.44M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-661- 4.51% |
$66K - $93.1K
|
14K
$1.96M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$394K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-616- 1.97% |
$61.5K - $86.8K
|
30.6K
$4.29M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$270K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$22.2M
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-558- 24.61% |
$55.7K - $78.6K
|
1.71K
$239K
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-555- 15.52% |
$55.4K - $78.2K
|
3.02K
$423K
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-550- 4.15% |
$54.9K - $77.5K
|
12.7K
$1.78M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-543- 10.14% |
$54.2K - $76.5K
|
4.81K
$674K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-541- 1.08% |
$54K - $76.2K
|
49.7K
$6.95M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-534- 6.4% |
$53.3K - $75.2K
|
7.81K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 8.68% |
$50.9K - $71.8K
|
5.37K
$752K
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.25% |
$49.9K - $70.4K
|
7.5K
$1.05M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-498- 0.1% |
$49.7K - $70.1K
|
475K
$66.5M
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-469- 8.61% |
$46.8K - $66.1K
|
4.98K
$697K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-459- 10.42% |
$45.8K - $64.7K
|
3.94K
$552K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-451- 1.78% |
$45K - $63.5K
|
24.9K
$3.49M
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-443- 18.16% |
$44.2K - $62.4K
|
2K
$280K
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-423- 5.31% |
$42.2K - $59.6K
|
7.54K
$1.06M
|