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 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-64- 0.55% |
$8.9K - $10.3K
|
11.6K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-61- 2.37% |
$8.48K - $9.83K
|
2.51K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-60- 4.06% |
$8.35K - $9.67K
|
1.42K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-58- 0.27% |
$8.07K - $9.35K
|
21.6K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-58- 1.7% |
$8.07K - $9.35K
|
3.35K
$534K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-57- 4.25% |
$7.93K - $9.19K
|
1.28K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 12.68% |
$7.51K - $8.7K
|
372
$59.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-54- 2.49% |
$7.51K - $8.7K
|
2.11K
$337K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-54- 3.28% |
$7.51K - $8.7K
|
1.59K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-53- 0.94% |
$7.37K - $8.54K
|
5.6K
$892K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-53- 2.36% |
$7.37K - $8.54K
|
2.2K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-52- 2.88% |
$7.23K - $8.38K
|
1.75K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-52- 0.03% |
$7.23K - $8.38K
|
159K
$25.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-51- 17.53% |
$7.09K - $8.22K
|
240
$38.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-51- 1.94% |
$7.09K - $8.22K
|
2.58K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-50- 1.28% |
$6.95K - $8.06K
|
3.87K
$616K
|
|
|
Nov 12, 2025
Q3 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 1.98% |
$6.95K - $8.06K
|
2.47K
$394K
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-50- 0.23% |
$6.95K - $8.06K
|
21.8K
$3.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 0.44% |
$6.95K - $8.06K
|
11.3K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.56% |
$6.95K - $8.06K
|
3.15K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$6.95K - $8.06K
|
7.71K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 1.22% |
$6.95K - $8.06K
|
4.05K
$646K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-49- 1.61% |
$6.82K - $7.9K
|
2.99K
$477K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-49- 0.52% |
$6.82K - $7.9K
|
9.41K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-49- 2.03% |
$6.82K - $7.9K
|
2.37K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-47- 1.58% |
$6.54K - $7.57K
|
2.94K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-46- 2.49% |
$6.4K - $7.41K
|
1.8K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-46- 1.92% |
$6.4K - $7.41K
|
2.35K
$375K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-45- 0.64% |
$6.26K - $7.25K
|
7K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-45- 2.25% |
$6.26K - $7.25K
|
1.95K
$311K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-44- 16.0% |
$6.12K - $7.09K
|
231
$36.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-43- 30.94% |
$5.98K - $6.93K
|
96
$15.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-43- 59.72% |
$5.98K - $6.93K
|
29
$4.62K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-43- 3.0% |
$5.98K - $6.93K
|
1.39K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 0.4% |
$5.98K - $6.93K
|
10.7K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
SELL
|
- |
-42- 2.28% |
$5.84K - $6.77K
|
1.8K
$287K
|
|
|
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
|
|
|
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
|
|