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 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
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-405- 0.81% |
$40.4K - $57K
|
49.6K
$6.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-396- 9.6% |
$39.5K - $55.8K
|
3.73K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-396- 3.35% |
$39.5K - $55.8K
|
11.4K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-391- 7.07% |
$39K - $55.1K
|
5.14K
$720K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-391- 9.04% |
$39K - $55.1K
|
3.93K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 2.73% |
$37.1K - $52.4K
|
13.2K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-342- 4.85% |
$34.1K - $48.2K
|
6.72K
$940K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-310- 2.67% |
$30.9K - $43.7K
|
11.3K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-308- 0.28% |
$30.7K - $43.4K
|
109K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-306- 1.41% |
$30.5K - $43.1K
|
21.4K
$2.99M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-272- 8.7% |
$27.2K - $38.3K
|
2.85K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-265- 1.5% |
$26.5K - $37.3K
|
17.4K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-259- 11.59% |
$25.9K - $36.5K
|
1.98K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-253- 4.24% |
$25.3K - $35.6K
|
5.71K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-250- 1.82% |
$25K - $35.2K
|
13.5K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 10.87% |
$25K - $35.2K
|
2.05K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-250- 6.14% |
$25K - $35.2K
|
3.82K
$536K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-247- 10.09% |
$24.7K - $34.8K
|
2.2K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-246- 9.18% |
$24.6K - $34.7K
|
2.44K
$341K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-245- 2.32% |
$24.5K - $34.5K
|
10.3K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-241- 11.81% |
$24.1K - $33.9K
|
1.8K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-239- 13.74% |
$23.9K - $33.7K
|
1.5K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-237- 0.14% |
$23.7K - $33.4K
|
168K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-234- 90.35% |
$23.4K - $33K
|
25
$3.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-232- 0.92% |
$23.2K - $32.7K
|
24.9K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-230- 0.83% |
$23K - $32.4K
|
27.3K
$3.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-228- 1.36% |
$22.8K - $32.1K
|
16.5K
$2.31M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-223- 5.3% |
$22.3K - $31.4K
|
3.99K
$558K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-215- 7.71% |
$21.5K - $30.3K
|
2.57K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-212- 9.38% |
$21.2K - $29.9K
|
2.05K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-210- 16.67% |
$21K - $29.6K
|
1.05K
$147K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-205- 2.25% |
$20.5K - $28.9K
|
8.89K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-202- 3.72% |
$20.2K - $28.5K
|
5.22K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 2.78% |
$20K - $28.2K
|
7K
$981K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-198- 4.47% |
$19.8K - $27.9K
|
4.23K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 1.67% |
$19.4K - $27.3K
|
11.4K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-194- 3.7% |
$19.4K - $27.3K
|
5.05K
$707K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-192- 0.51% |
$19.2K - $27K
|
37.8K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-184- 1.09% |
$18.4K - $25.9K
|
16.7K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-184- 3.63% |
$18.4K - $25.9K
|
4.88K
$684K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-184- 6.81% |
$18.4K - $25.9K
|
2.52K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-183- 17.12% |
$18.3K - $25.8K
|
886
$124K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-175- 1.12% |
$17.5K - $24.7K
|
15.5K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-166- 0.83% |
$16.6K - $23.4K
|
19.9K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-149- 3.43% |
$14.9K - $21K
|
4.2K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-139- 4.92% |
$13.9K - $19.6K
|
2.69K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137- 2.24% |
$13.7K - $19.3K
|
5.97K
$836K
|