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 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
|
|
|
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 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.54% |
$3.76K - $4.35K
|
5K
$796K
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.07% |
$1.53K - $1.77K
|
14.9K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.09% |
$1.39K - $1.61K
|
11K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 25.71% |
$1.25K - $1.45K
|
26
$4.15K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-7- 5.51% |
$974 - $1.13K
|
120
$19.1K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7- 0.38% |
$974 - $1.13K
|
1.81K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-6- 2.25% |
$835 - $967
|
261
$41.6K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-6- 4.2% |
$835 - $967
|
137
$21.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.15% |
$835 - $967
|
4.05K
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6- 0.1% |
$835 - $967
|
5.96K
$950K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-5- 0.17% |
$695 - $806
|
3.01K
$481K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 2.92% |
$695 - $806
|
166
$26.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-4- 0.02% |
$556 - $645
|
24.4K
$3.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4- 0.02% |
$556 - $645
|
18.9K
$3.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.08% |
$556 - $645
|
4.81K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3- 0.05% |
$417 - $483
|
5.77K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 0.06% |
$278 - $322
|
3.34K
$532K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.19% |
$278 - $322
|
1.03K
$163K
|
|
|
Nov 13, 2025
Q3 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1- 0.01% |
$139 - $161
|
16K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 0.02% |
$139 - $161
|
5.05K
$805K
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
SELL
|
- |
-1- 0.06% |
$139 - $161
|
1.71K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.05% |
$139 - $161
|
2.15K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 1.14% |
$139 - $161
|
87
$13.9K
|
|