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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.01K- 53.71% |
$448K - $566K
|
3.46K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-4K- 26.67% |
$447K - $564K
|
11K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.98K- 10.48% |
$445K - $562K
|
34K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.96K- 44.75% |
$442K - $559K
|
4.89K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.95K- 12.02% |
$442K - $558K
|
29K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.92K- 4.85% |
$437K - $552K
|
76.9K
$10.8M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 55.88% |
$433K - $547K
|
3.06K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.84K- 45.86% |
$429K - $542K
|
4.54K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-3.84K- 13.39% |
$428K - $541K
|
24.8K
$3.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.73K- 57.13% |
$416K - $526K
|
2.8K
$394K
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.67K- 5.27% |
$409K - $517K
|
65.9K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.64K- 5.61% |
$406K - $513K
|
61.1K
$8.62M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.6K- 0.74% |
$402K - $508K
|
480K
$67.6M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.47K- 47.42% |
$388K - $490K
|
3.85K
$542K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.44K- 2.01% |
$384K - $485K
|
168K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.41K- 1.37% |
$381K - $482K
|
246K
$34.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.34K- 24.64% |
$373K - $471K
|
10.2K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.32K- 8.24% |
$370K - $468K
|
37K
$5.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.22K- 33.83% |
$359K - $454K
|
6.29K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.19K- 6.15% |
$356K - $450K
|
48.7K
$6.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.14K- 95.88% |
$351K - $443K
|
135
$19K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 11.45% |
$350K - $442K
|
24.2K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.09K- 62.93% |
$345K - $436K
|
1.82K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.02K- 12.32% |
$337K - $426K
|
21.5K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.93K- 5.94% |
$327K - $413K
|
46.3K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.87K- 0.46% |
$320K - $405K
|
618K
$87.1M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.86K- 0.12% |
$319K - $403K
|
2.44M
$343M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.83K- 20.45% |
$316K - $399K
|
11K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.79K- 12.56% |
$312K - $394K
|
19.4K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-2.78K- 11.87% |
$311K - $393K
|
20.7K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.7K- 1.4% |
$301K - $380K
|
190K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.68K- 23.38% |
$299K - $377K
|
8.77K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-2.6K- 20.8% |
$290K - $367K
|
9.9K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 2.42% |
$285K - $360K
|
103K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.55K- 9.93% |
$285K - $360K
|
23.1K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.54KClosed |
$284K - $359K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-2.54K- 9.89% |
$283K - $358K
|
23.1K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-2.42K- 13.01% |
$271K - $342K
|
16.2K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-2.39K- 4.62% |
$266K - $336K
|
49.2K
$6.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.27K- 0.35% |
$253K - $320K
|
654K
$92.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.25K- 7.75% |
$251K - $317K
|
26.8K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.19K- 11.18% |
$244K - $309K
|
17.4K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.14K- 5.46% |
$239K - $302K
|
37.1K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 2.35% |
$232K - $293K
|
86.4K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.04K- 2.04% |
$228K - $288K
|
97.9K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-2K- 6.58% |
$223K - $282K
|
28.4K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2K- 28.17% |
$223K - $282K
|
5.1K
$719K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.95K- 3.94% |
$218K - $275K
|
47.6K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-1.94K- 1.15% |
$217K - $274K
|
167K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.87K- 0.67% |
$209K - $264K
|
277K
$39.1M
|