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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 16.2% |
$206K - $260K
|
9.54K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.83K- 43.76% |
$205K - $258K
|
2.35K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.83K- 44.35% |
$204K - $258K
|
2.3K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.77K- 0.92% |
$198K - $250K
|
190K
$26.8M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.75K- 24.81% |
$195K - $247K
|
5.3K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.73K- 2.23% |
$193K - $243K
|
75.7K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 15.44% |
$192K - $242K
|
9.4K
$1.32M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.69K- 23.49% |
$189K - $238K
|
5.5K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.67K- 11.39% |
$186K - $235K
|
12.9K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-1.63K- 38.87% |
$182K - $230K
|
2.56K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.61K- 8.34% |
$180K - $227K
|
17.7K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.61K- 1.09% |
$180K - $227K
|
146K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.59K- 9.07% |
$178K - $225K
|
16K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.59K- 27.66% |
$178K - $224K
|
4.16K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.51K- 20.27% |
$168K - $212K
|
5.93K
$835K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.5K- 32.47% |
$167K - $211K
|
3.12K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 4.9% |
$167K - $211K
|
29K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.48K- 12.56% |
$165K - $209K
|
10.3K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 14.7% |
$163K - $206K
|
8.46K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.45K- 56.11% |
$162K - $205K
|
1.13K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 5.81% |
$158K - $200K
|
23K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.41K- 7.2% |
$157K - $198K
|
18.1K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 2.36% |
$156K - $198K
|
58K
$8.17M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.37K- 26.35% |
$153K - $193K
|
3.83K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 2.65% |
$145K - $184K
|
47.8K
$6.73M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.3K- 18.39% |
$145K - $183K
|
5.77K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.29K- 0.35% |
$144K - $181K
|
365K
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.28K- 0.55% |
$143K - $180K
|
231K
$32.6M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.23K- 0.67% |
$138K - $174K
|
182K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 0.67% |
$137K - $173K
|
183K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.22K- 38.0% |
$136K - $172K
|
1.99K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.21K- 0.83% |
$135K - $170K
|
144K
$20.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.2K- 23.0% |
$134K - $169K
|
4.01K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.18K- 23.76% |
$131K - $166K
|
3.77K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 8.32% |
$131K - $165K
|
12.9K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.17K- 6.99% |
$131K - $165K
|
15.6K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.68% |
$130K - $165K
|
170K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-1.16K- 1.87% |
$130K - $164K
|
61K
$8.6M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.16K- 20.92% |
$130K - $164K
|
4.39K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 4.59% |
$129K - $164K
|
24.1K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.13K- 18.42% |
$127K - $160K
|
5.02K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.13K- 2.58% |
$126K - $159K
|
42.6K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.12K- 1.69% |
$126K - $159K
|
65.5K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.12K- 35.14% |
$125K - $158K
|
2.07K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.09K- 10.65% |
$122K - $154K
|
9.15K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.06K- 28.62% |
$118K - $150K
|
2.65K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 21.92% |
$117K - $148K
|
3.74K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 3.17% |
$116K - $146K
|
31.7K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.02K- 14.17% |
$114K - $144K
|
6.2K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$112K - $141K
|
1K
$141K
|