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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-673- 4.33% |
$93.6K - $108K
|
14.9K
$2.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-672- 2.4% |
$93.5K - $108K
|
27.3K
$4.36M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-659- 9.96% |
$91.7K - $106K
|
5.96K
$950K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-658- 1.92% |
$91.5K - $106K
|
33.7K
$5.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-652- 3.13% |
$90.7K - $105K
|
20.2K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-652- 4.22% |
$90.7K - $105K
|
14.8K
$2.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-650- 3.6% |
$90.4K - $105K
|
17.4K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-650- 3.7% |
$90.4K - $105K
|
16.9K
$2.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-641- 32.46% |
$89.2K - $103K
|
1.33K
$213K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-633- 13.67% |
$88K - $102K
|
4K
$637K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-614- 6.34% |
$85.4K - $99K
|
9.07K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-614- 3.23% |
$85.4K - $99K
|
18.4K
$2.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-613- 2.51% |
$85.3K - $98.8K
|
23.8K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-602- 6.04% |
$83.7K - $97K
|
9.37K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-601- 25.14% |
$83.6K - $96.9K
|
1.79K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-581- 6.87% |
$80.8K - $93.6K
|
7.88K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-554- 68.73% |
$77.1K - $89.3K
|
252
$40.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-553- 27.77% |
$76.9K - $89.1K
|
1.44K
$229K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-552- 0.91% |
$76.8K - $89K
|
60.2K
$9.6M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-539- 6.19% |
$75K - $86.9K
|
8.17K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-533- 4.14% |
$74.1K - $85.9K
|
12.3K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-530- 0.98% |
$73.7K - $85.4K
|
53.4K
$8.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-528- 2.89% |
$73.4K - $85.1K
|
17.8K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-527- 8.78% |
$73.3K - $84.9K
|
5.48K
$873K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-521- 15.36% |
$72.5K - $84K
|
2.87K
$458K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-520- 24.53% |
$72.3K - $83.8K
|
1.6K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-514- 4.93% |
$71.5K - $82.8K
|
9.91K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-511- 2.57% |
$71.1K - $82.4K
|
19.4K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-510- 13.29% |
$70.9K - $82.2K
|
3.33K
$531K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-504- 6.66% |
$70.1K - $81.2K
|
7.06K
$1.13M
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-502- 2.7% |
$69.8K - $80.9K
|
18.1K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-500- 6.67% |
$69.5K - $80.6K
|
7K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-500- 7.04% |
$69.5K - $80.6K
|
6.6K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-500- 1.01% |
$69.5K - $80.6K
|
49.1K
$7.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-500- 66.76% |
$69.5K - $80.6K
|
249
$39.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-493- 2.72% |
$68.6K - $79.5K
|
17.6K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-484- 1.56% |
$67.3K - $78K
|
30.6K
$4.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-481- 19.75% |
$66.9K - $77.5K
|
1.95K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-480- 2.55% |
$66.8K - $77.4K
|
18.4K
$2.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-478- 1.56% |
$66.5K - $77K
|
30.2K
$4.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-477- 6.85% |
$66.3K - $76.9K
|
6.48K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-469- 14.02% |
$65.2K - $75.6K
|
2.88K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-468- 5.46% |
$65.1K - $75.4K
|
8.1K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-457- 10.32% |
$63.6K - $73.7K
|
3.97K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-453- 3.77% |
$63K - $73K
|
11.6K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-450- 1.29% |
$62.6K - $72.5K
|
34.5K
$5.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-450- 3.36% |
$62.6K - $72.5K
|
13K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-448- 9.14% |
$62.3K - $72.2K
|
4.45K
$710K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-447- 7.31% |
$62.2K - $72K
|
5.67K
$904K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-446- 1.05% |
$62K - $71.9K
|
42.2K
$6.73M
|
|