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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-41- 2.06% |
$5.7K - $6.61K
|
1.95K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-41- 1.31% |
$5.7K - $6.61K
|
3.08K
$491K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-40- 1.14% |
$5.56K - $6.45K
|
3.47K
$554K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
SELL
|
- |
-40- 2.22% |
$5.56K - $6.45K
|
1.77K
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-40- 1.0% |
$5.56K - $6.45K
|
3.95K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-39- 2.08% |
$5.42K - $6.29K
|
1.83K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 0.77% |
$5.29K - $6.12K
|
4.89K
$780K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-38- 0.81% |
$5.29K - $6.12K
|
4.63K
$738K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-37- 0.23% |
$5.15K - $5.96K
|
16.1K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-37- 0.81% |
$5.15K - $5.96K
|
4.55K
$725K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-37- 1.32% |
$5.15K - $5.96K
|
2.76K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-37- 27.41% |
$5.15K - $5.96K
|
98
$15.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-35- 0.71% |
$4.87K - $5.64K
|
4.91K
$783K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-35- 0.19% |
$4.87K - $5.64K
|
18K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-34- 0.71% |
$4.73K - $5.48K
|
4.76K
$758K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-33- 1.3% |
$4.59K - $5.32K
|
2.51K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-33- 1.94% |
$4.59K - $5.32K
|
1.67K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-32- 0.63% |
$4.45K - $5.16K
|
5.01K
$799K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-32- 0.17% |
$4.45K - $5.16K
|
18.5K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-32- 1.06% |
$4.45K - $5.16K
|
2.98K
$475K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-30- 1.02% |
$4.17K - $4.83K
|
2.9K
$462K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.16% |
$4.17K - $4.83K
|
18.4K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-30- 1.22% |
$4.17K - $4.83K
|
2.42K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-30- 0.68% |
$4.17K - $4.83K
|
4.4K
$702K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-29- 0.83% |
$4.03K - $4.67K
|
3.47K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28- 0.53% |
$3.89K - $4.51K
|
5.27K
$840K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.74% |
$3.89K - $4.51K
|
3.76K
$599K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-28- 1.61% |
$3.89K - $4.51K
|
1.72K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.54% |
$3.76K - $4.35K
|
5K
$796K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-25- 0.77% |
$3.48K - $4.03K
|
3.23K
$514K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-23- 1.48% |
$3.2K - $3.71K
|
1.53K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-23- 1.13% |
$3.2K - $3.71K
|
2.01K
$320K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-21- 1.24% |
$2.92K - $3.38K
|
1.67K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-20- 3.85% |
$2.78K - $3.22K
|
500
$79.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-20- 1.19% |
$2.78K - $3.22K
|
1.67K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-20- 0.29% |
$2.78K - $3.22K
|
6.9K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20- 0.29% |
$2.78K - $3.22K
|
6.99K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17- 0.3% |
$2.36K - $2.74K
|
5.75K
$916K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 2.27% |
$2.36K - $2.74K
|
732
$117K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-17- 0.91% |
$2.36K - $2.74K
|
1.85K
$295K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 2.23% |
$2.09K - $2.42K
|
659
$105K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.43% |
$2.09K - $2.42K
|
3.48K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-15- 0.44% |
$2.09K - $2.42K
|
3.42K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-15- 0.34% |
$2.09K - $2.42K
|
4.36K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-15- 0.37% |
$2.09K - $2.42K
|
4.01K
$640K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-14- 0.08% |
$1.95K - $2.26K
|
17.2K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-13- 0.34% |
$1.81K - $2.1K
|
3.76K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-13- 0.22% |
$1.81K - $2.1K
|
5.81K
$927K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12- 0.04% |
$1.67K - $1.93K
|
27.4K
$4.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 4.76% |
$1.67K - $1.93K
|
240
$38.3K
|
|