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 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.93% |
$9.98K - $14.1K
|
5.08K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-91- 2.62% |
$9.08K - $12.8K
|
3.39K
$474K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-91- 0.98% |
$9.08K - $12.8K
|
9.19K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-84- 2.55% |
$8.39K - $11.8K
|
3.21K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-82- 2.56% |
$8.19K - $11.6K
|
3.12K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-80- 9.6% |
$7.99K - $11.3K
|
753
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-79- 2.77% |
$7.89K - $11.1K
|
2.77K
$388K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-73- 0.83% |
$7.29K - $10.3K
|
8.76K
$1.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-72- 2.2% |
$7.19K - $10.1K
|
3.2K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-71- 4.15% |
$7.09K - $10K
|
1.64K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-70- 2.12% |
$6.99K - $9.86K
|
3.23K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-68- 22.15% |
$6.79K - $9.58K
|
239
$33.5K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-67- 2.2% |
$6.69K - $9.44K
|
2.98K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-67- 1.77% |
$6.69K - $9.44K
|
3.71K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-64- 0.4% |
$6.39K - $9.02K
|
16K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-61- 2.64% |
$6.09K - $8.59K
|
2.25K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-53- 1.76% |
$5.29K - $7.47K
|
2.96K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-50- 0.74% |
$4.99K - $7.04K
|
6.68K
$935K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-42- 0.52% |
$4.19K - $5.92K
|
8.01K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-42- 13.25% |
$4.19K - $5.92K
|
275
$38.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-42- 2.15% |
$4.19K - $5.92K
|
1.91K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.12% |
$3.49K - $4.93K
|
30.3K
$4.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-33- 1.5% |
$3.29K - $4.65K
|
2.16K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.17% |
$2.9K - $4.08K
|
17.1K
$2.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-29- 1.84% |
$2.9K - $4.08K
|
1.55K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-27- 1.54% |
$2.7K - $3.8K
|
1.73K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 2.55% |
$2.6K - $3.66K
|
994
$139K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-23- 0.86% |
$2.3K - $3.24K
|
2.67K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 39.29% |
$2.2K - $3.1K
|
34
$4.76K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-20- 0.81% |
$2K - $2.82K
|
2.45K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.05% |
$2K - $2.82K
|
955
$134K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-14- 0.63% |
$1.4K - $1.97K
|
2.2K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10- 27.03% |
$998 - $1.41K
|
27
$3.78K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.26% |
$998 - $1.41K
|
3.82K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 2.63% |
$699 - $986
|
259
$36.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-7- 0.27% |
$699 - $986
|
2.57K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 12.9% |
$399 - $563
|
27
$3.78K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 10.81% |
$399 - $563
|
33
$4.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.28% |
$299 - $423
|
1.08K
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.74% |
$200 - $282
|
113
$15.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.03% |
$200 - $282
|
8K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$99.8 - $141
|
1.99K
$278K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.13M- 3.72% |
$462M - $583M
|
107M
$15B
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-3M- 10.01% |
$335M - $423M
|
27M
$3.78B
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.79M- 19.79% |
$312M - $394M
|
11.3M
$1.59B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.45M- 5.97% |
$274M - $346M
|
38.6M
$5.4B
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.83M- 8.41% |
$205M - $259M
|
20M
$2.8B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.8M- 51.56% |
$201M - $253M
|
1.69M
$236M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-1.66M- 58.37% |
$186M - $235M
|
1.19M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.63M- 48.49% |
$182M - $230M
|
1.73M
$243M
|
|