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 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-876- 6.07% |
$87.5K - $123K
|
13.6K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-800- 2.32% |
$79.9K - $113K
|
33.8K
$4.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-746- 0.26% |
$74.5K - $105K
|
288K
$40.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-721- 33.4% |
$72K - $102K
|
1.44K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-700- 3.37% |
$69.9K - $98.6K
|
20.1K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-661- 4.51% |
$66K - $93.1K
|
14K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-616- 1.97% |
$61.5K - $86.8K
|
30.6K
$4.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-558- 24.61% |
$55.7K - $78.6K
|
1.71K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-550- 4.15% |
$54.9K - $77.5K
|
12.7K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-541- 1.08% |
$54K - $76.2K
|
49.7K
$7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-534- 6.4% |
$53.3K - $75.2K
|
7.81K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-510- 8.68% |
$50.9K - $71.8K
|
5.37K
$756K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.25% |
$49.9K - $70.4K
|
7.5K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-498- 0.1% |
$49.7K - $70.1K
|
475K
$66.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-469- 8.61% |
$46.8K - $66.1K
|
4.98K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-459- 10.42% |
$45.8K - $64.7K
|
3.94K
$556K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-451- 1.78% |
$45K - $63.5K
|
24.9K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-443- 18.16% |
$44.2K - $62.4K
|
2K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-423- 5.31% |
$42.2K - $59.6K
|
7.54K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-405- 0.81% |
$40.4K - $57K
|
49.6K
$6.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-396- 3.35% |
$39.5K - $55.8K
|
11.4K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-391- 7.07% |
$39K - $55.1K
|
5.14K
$724K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-391- 9.04% |
$39K - $55.1K
|
3.93K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 2.73% |
$37.1K - $52.4K
|
13.2K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-308- 0.28% |
$30.7K - $43.4K
|
109K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-306- 1.41% |
$30.5K - $43.1K
|
21.4K
$3.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-259- 11.59% |
$25.9K - $36.5K
|
1.98K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-253- 4.24% |
$25.3K - $35.6K
|
5.71K
$804K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-250- 6.14% |
$25K - $35.2K
|
3.82K
$539K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-247- 10.09% |
$24.7K - $34.8K
|
2.2K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-246- 9.18% |
$24.6K - $34.7K
|
2.44K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-241- 11.81% |
$24.1K - $33.9K
|
1.8K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-232- 0.92% |
$23.2K - $32.7K
|
24.9K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$23K - $32.4K
|
27.3K
$3.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-212- 9.38% |
$21.2K - $29.9K
|
2.05K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-210- 16.67% |
$21K - $29.6K
|
1.05K
$148K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-205- 2.25% |
$20.5K - $28.9K
|
8.89K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 2.78% |
$20K - $28.2K
|
7K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 1.67% |
$19.4K - $27.3K
|
11.4K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-194- 3.7% |
$19.4K - $27.3K
|
5.05K
$712K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-192- 0.51% |
$19.2K - $27K
|
37.8K
$5.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-184- 1.09% |
$18.4K - $25.9K
|
16.7K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-184- 3.63% |
$18.4K - $25.9K
|
4.88K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-184- 6.81% |
$18.4K - $25.9K
|
2.52K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 1.12% |
$17.5K - $24.7K
|
15.5K
$2.19M
|