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 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-4.02K- 26.09% |
$401K - $566K
|
11.4K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.95K- 28.99% |
$394K - $557K
|
9.68K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.91K- 30.9% |
$391K - $551K
|
8.75K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.85K- 0.83% |
$384K - $542K
|
458K
$71.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.64K- 12.45% |
$364K - $513K
|
25.6K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 0.78% |
$364K - $513K
|
463K
$72.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.48K- 0.58% |
$348K - $490K
|
599K
$93.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.44K- 2.19% |
$343K - $484K
|
154K
$24.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.38K- 28.43% |
$338K - $477K
|
8.52K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.35K- 10.91% |
$335K - $472K
|
27.4K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.28K- 6.13% |
$327K - $462K
|
50.2K
$7.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.22K- 9.39% |
$321K - $453K
|
31K
$4.86M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-3.2K- 25.68% |
$320K - $451K
|
9.26K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.14K- 4.53% |
$313K - $442K
|
66.1K
$10.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.08K- 11.47% |
$307K - $434K
|
23.8K
$3.72M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.07K- 69.8% |
$306K - $432K
|
1.33K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-3K- 27.27% |
$299K - $423K
|
8K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 1.8% |
$296K - $417K
|
161K
$25.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.89K- 32.18% |
$289K - $407K
|
6.09K
$954K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.84K- 22.33% |
$283K - $399K
|
9.86K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.82K- 44.52% |
$282K - $397K
|
3.51K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
CALL |
-2.8K- 50.91% |
$280K - $394K
|
2.7K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-2.8K- 45.16% |
$280K - $394K
|
3.4K
$533K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-2.8K- 3.41% |
$280K - $394K
|
79.2K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.76K- 1.67% |
$276K - $389K
|
163K
$25.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.73K- 1.61% |
$272K - $384K
|
167K
$26.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.71K- 18.5% |
$270K - $381K
|
11.9K
$1.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.66K- 0.21% |
$266K - $375K
|
1.26M
$197M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.63K- 12.24% |
$262K - $370K
|
18.8K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-2.59K- 93.49% |
$258K - $364K
|
180
$28.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.56K- 46.06% |
$255K - $360K
|
2.99K
$469K
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-2.52K- 2.59% |
$252K - $355K
|
94.7K
$14.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.52K- 8.07% |
$252K - $355K
|
28.7K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
PUT |
-2.5K- 50.0% |
$250K - $352K
|
2.5K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.5K- 20.12% |
$250K - $352K
|
9.93K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.5K- 60.98% |
$250K - $352K
|
1.6K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.5K- 10.78% |
$250K - $352K
|
20.7K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.49K- 5.88% |
$249K - $351K
|
39.9K
$6.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.43K- 2.76% |
$243K - $342K
|
85.6K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.36K- 1.03% |
$236K - $333K
|
226K
$35.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.31K- 41.02% |
$230K - $325K
|
3.32K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.28K- 37.31% |
$227K - $321K
|
3.83K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.28K- 0.51% |
$227K - $321K
|
442K
$69.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 17.37% |
$226K - $318K
|
10.8K
$1.68M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.16K- 6.48% |
$216K - $305K
|
31.2K
$4.89M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-2.09K- 50.79% |
$209K - $295K
|
2.03K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.09K- 1.6% |
$208K - $294K
|
128K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.05K- 8.4% |
$205K - $289K
|
22.4K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.02K- 29.33% |
$201K - $284K
|
4.86K
$761K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2K- 20.0% |
$200K - $282K
|
8K
$1.25M
|