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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-117K- 7.73% |
$17.8M - $19.9M
|
1.4M
$223M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.41K- 0.86% |
$1.28M - $1.43M
|
971K
$155M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.31K- 2.17% |
$1.11M - $1.24M
|
330K
$52.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5.36K- 3.28% |
$814K - $910K
|
158K
$25.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.45K- 4.14% |
$524K - $586K
|
79.9K
$12.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.67K- 4.43% |
$405K - $453K
|
57.6K
$9.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.95K- 27.68% |
$297K - $332K
|
5.1K
$814K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.73K- 2.23% |
$262K - $294K
|
75.8K
$12.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.45K- 15.33% |
$220K - $246K
|
8.01K
$1.28M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.44K- 0.94% |
$218K - $244K
|
151K
$24.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.05K- 4.09% |
$159K - $178K
|
24.6K
$3.92M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-935- 0.51% |
$142K - $159K
|
183K
$29.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-618- 5.92% |
$93.8K - $105K
|
9.82K
$1.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-616- 4.33% |
$93.5K - $105K
|
13.6K
$2.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-523- 0.87% |
$79.4K - $88.9K
|
59.6K
$9.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-506- 2.01% |
$76.8K - $86K
|
24.6K
$3.93M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 2.62% |
$60.7K - $68K
|
14.9K
$2.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-382- 3.7% |
$58K - $64.9K
|
9.94K
$1.59M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-204- 10.78% |
$31K - $34.7K
|
1.69K
$269K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-192- 2.46% |
$29.2K - $32.6K
|
7.62K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-164- 2.16% |
$24.9K - $27.9K
|
7.41K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-145- 1.82% |
$22K - $24.6K
|
7.8K
$1.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-124- 2.4% |
$18.8K - $21.1K
|
5.04K
$804K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-123- 5.88% |
$18.7K - $20.9K
|
1.97K
$314K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-104- 2.68% |
$15.8K - $17.7K
|
3.78K
$602K
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-80- 1.75% |
$12.1K - $13.6K
|
4.48K
$714K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-73- 1.91% |
$11.1K - $12.4K
|
3.74K
$597K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-64- 1.73% |
$9.72K - $10.9K
|
3.64K
$580K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-63- 4.46% |
$9.57K - $10.7K
|
1.35K
$215K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-36- 2.01% |
$5.47K - $6.12K
|
1.76K
$280K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 1.78% |
$4.71K - $5.27K
|
1.71K
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-25- 0.43% |
$3.8K - $4.25K
|
5.85K
$932K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-19- 1.0% |
$2.89K - $3.23K
|
1.88K
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 3.26% |
$1.37K - $1.53K
|
267
$42.6K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 0.24% |
$1.37K - $1.53K
|
3.71K
$592K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-6- 0.02% |
$911 - $1.02K
|
26.3K
$4.2M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.1M- 18.79% |
$292M - $339M
|
9.09M
$1.45B
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36M- 68.95% |
$189M - $219M
|
612K
$97.6M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.35M- 99.35% |
$187M - $217M
|
8.79K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-1.2M- 97.45% |
$167M - $193M
|
31.4K
$5.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17M- 3.02% |
$162M - $188M
|
37.4M
$5.97B
|
|
|
Nov 05, 2025
Q3 2025
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-1.02M- 24.53% |
$142M - $165M
|
3.15M
$502M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-909K- 19.49% |
$126M - $147M
|
3.76M
$599M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-892K- 73.42% |
$124M - $144M
|
323K
$51.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-854K- 96.32% |
$119M - $138M
|
32.6K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-809K- 0.78% |
$113M - $130M
|
103M
$16.5B
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-803K- 5.09% |
$112M - $129M
|
15M
$2.39B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-789K- 7.09% |
$110M - $127M
|
10.3M
$1.65B
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-767K- 0.64% |
$107M - $124M
|
118M
$18.9B
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-764K- 62.09% |
$106M - $123M
|
467K
$74.4M
|
|