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 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-290- 4.32% |
$40.3K - $46.7K
|
6.43K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-287- 5.0% |
$39.9K - $46.3K
|
5.46K
$870K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-274- 40.83% |
$38.1K - $44.2K
|
397
$63.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-272- 9.87% |
$37.8K - $43.8K
|
2.49K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-271- 5.12% |
$37.7K - $43.7K
|
5.02K
$801K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-269- 6.49% |
$37.4K - $43.4K
|
3.88K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-264- 9.04% |
$36.7K - $42.5K
|
2.66K
$424K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-262- 1.83% |
$36.4K - $42.2K
|
14K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-260- 23.92% |
$36.2K - $41.9K
|
827
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-260- 88.44% |
$36.2K - $41.9K
|
34
$5.42K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-260- 28.11% |
$36.2K - $41.9K
|
665
$106K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-259- 13.84% |
$36K - $41.7K
|
1.61K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-259- 15.76% |
$36K - $41.7K
|
1.38K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-259- 1.51% |
$36K - $41.7K
|
16.8K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-255- 4.63% |
$35.5K - $41.1K
|
5.25K
$838K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-255- 7.26% |
$35.5K - $41.1K
|
3.26K
$520K
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 5.94% |
$34.8K - $40.3K
|
3.96K
$631K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 4.4% |
$34.8K - $40.3K
|
5.43K
$865K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-247- 3.18% |
$34.4K - $39.8K
|
7.52K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-246- 12.28% |
$34.2K - $39.6K
|
1.76K
$280K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-244- 12.47% |
$33.9K - $39.3K
|
1.71K
$273K
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-244- 1.57% |
$33.9K - $39.3K
|
15.3K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-243- 3.47% |
$33.8K - $39.2K
|
6.76K
$1.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-243- 0.76% |
$33.8K - $39.2K
|
31.7K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-240- 0.74% |
$33.4K - $38.7K
|
32.1K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-240- 7.44% |
$33.4K - $38.7K
|
2.99K
$476K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-240- 1.91% |
$33.4K - $38.7K
|
12.4K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-240- 4.19% |
$33.4K - $38.7K
|
5.49K
$876K
|
|
|
Nov 14, 2025
Q3 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-235- 2.63% |
$32.7K - $37.9K
|
8.7K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-235- 1.65% |
$32.7K - $37.9K
|
14K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-234- 3.73% |
$32.5K - $37.7K
|
6.04K
$964K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-233- 1.53% |
$32.4K - $37.6K
|
15K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-232- 7.0% |
$32.3K - $37.4K
|
3.08K
$492K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-231- 11.16% |
$32.1K - $37.2K
|
1.84K
$293K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-230- 5.11% |
$32K - $37.1K
|
4.27K
$681K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-226- 9.48% |
$31.4K - $36.4K
|
2.16K
$344K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-225- 5.72% |
$31.3K - $36.3K
|
3.71K
$591K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-225- 1.86% |
$31.3K - $36.3K
|
11.9K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-224- 4.53% |
$31.2K - $36.1K
|
4.73K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-221- 1.58% |
$30.7K - $35.6K
|
13.7K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-216- 0.48% |
$30K - $34.8K
|
44.6K
$7.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-214- 6.71% |
$29.8K - $34.5K
|
2.97K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-210- 1.0% |
$29.2K - $33.8K
|
20.9K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-207- 5.43% |
$28.8K - $33.4K
|
3.61K
$575K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-202- 2.13% |
$28.1K - $32.6K
|
9.28K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-200- 6.25% |
$27.8K - $32.2K
|
3K
$478K
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-200- 0.1% |
$27.8K - $32.2K
|
191K
$30.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-200- 12.94% |
$27.8K - $32.2K
|
1.35K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-199- 4.22% |
$27.7K - $32.1K
|
4.52K
$721K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-198- 1.14% |
$27.5K - $31.9K
|
17.2K
$2.74M
|
|