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 |
---|---|---|---|---|---|---|---|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-821- 21.32% |
$82K - $116K
|
3.03K
$474K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-800- 2.32% |
$79.9K - $113K
|
33.8K
$5.29M
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-795- 6.29% |
$79.4K - $112K
|
11.8K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-787- 11.9% |
$78.6K - $111K
|
5.83K
$913K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-761- 17.27% |
$76K - $107K
|
3.65K
$571K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-750- 13.55% |
$74.9K - $106K
|
4.79K
$750K
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-747- 0.38% |
$74.6K - $105K
|
198K
$30.9M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-746- 0.26% |
$74.5K - $105K
|
288K
$45.1M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-742- 3.04% |
$74.1K - $105K
|
23.7K
$3.71M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-740- 7.66% |
$73.9K - $104K
|
8.92K
$1.4M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-721- 33.4% |
$72K - $102K
|
1.44K
$225K
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-707- 2.87% |
$70.6K - $99.6K
|
23.9K
$3.74M
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-704- 3.83% |
$70.3K - $99.2K
|
17.7K
$2.77M
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-703- 1.79% |
$70.2K - $99K
|
38.5K
$6.02M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-701- 4.34% |
$70K - $98.7K
|
15.5K
$2.42M
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-700- 0.58% |
$69.9K - $98.6K
|
120K
$18.8M
|
|
Jul 09, 2025
Q2 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-700- 3.37% |
$69.9K - $98.6K
|
20.1K
$3.14M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-692- 3.08% |
$69.1K - $97.5K
|
21.8K
$3.41M
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-687- 0.58% |
$68.6K - $96.8K
|
117K
$18.3M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-674- 0.47% |
$67.3K - $94.9K
|
143K
$22.5M
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-672- 0.69% |
$67.1K - $94.7K
|
97.2K
$15.2M
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-671- 2.6% |
$67K - $94.5K
|
25.1K
$3.94M
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-666- 0.37% |
$66.5K - $93.8K
|
182K
$28.5M
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-662- 1.23% |
$66.1K - $93.2K
|
53.1K
$8.32M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-661- 4.51% |
$66K - $93.1K
|
14K
$2.19M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-659- 11.98% |
$65.8K - $92.8K
|
4.84K
$758K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-630- 7.51% |
$62.9K - $88.7K
|
7.76K
$1.22M
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-622- 4.23% |
$62.1K - $87.6K
|
14.1K
$2.2M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 18.1% |
$62.1K - $87.6K
|
2.81K
$441K
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-616- 1.97% |
$61.5K - $86.8K
|
30.6K
$4.8M
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-614- 0.32% |
$61.3K - $86.5K
|
189K
$29.6M
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-613- 0.81% |
$61.2K - $86.3K
|
75.1K
$11.8M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-613- 1.94% |
$61.2K - $86.3K
|
31.1K
$4.87M
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-606- 1.45% |
$60.5K - $85.4K
|
41.3K
$6.46M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-600- 23.75% |
$59.9K - $84.5K
|
1.93K
$302K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-590- 0.37% |
$58.9K - $83.1K
|
159K
$24.8M
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-589- 1.3% |
$58.8K - $83K
|
44.8K
$7.02M
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-583- 18.68% |
$58.2K - $82.1K
|
2.54K
$398K
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-574- 27.96% |
$57.3K - $80.9K
|
1.48K
$232K
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-571- 13.42% |
$57K - $80.4K
|
3.69K
$577K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-565- 8.88% |
$56.4K - $79.6K
|
5.8K
$908K
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-564- 1.78% |
$56.3K - $79.4K
|
31.2K
$4.88M
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-558- 21.8% |
$55.7K - $78.6K
|
2K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-558- 24.61% |
$55.7K - $78.6K
|
1.71K
$268K
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-555- 15.52% |
$55.4K - $78.2K
|
3.02K
$473K
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-550- 4.15% |
$54.9K - $77.5K
|
12.7K
$1.99M
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-548- 9.13% |
$54.7K - $77.2K
|
5.45K
$854K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-543- 10.14% |
$54.2K - $76.5K
|
4.81K
$754K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-541- 1.08% |
$54K - $76.2K
|
49.7K
$7.78M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-534- 6.4% |
$53.3K - $75.2K
|
7.81K
$1.22M
|