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 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-232K- 93.27% |
$21.3M - $24.8M
|
16.7K
$2M
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-63.3K- 12.43% |
$5.83M - $6.77M
|
446K
$53.3M
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-60K- 8.39% |
$5.52M - $6.42M
|
655K
$78.3M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-31.3K- 3.03% |
$2.88M - $3.34M
|
1M
$119M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-31K- 8.56% |
$2.86M - $3.32M
|
331K
$39.6M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.6K- 91.92% |
$1.34M - $1.56M
|
1.28K
$153K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.7K- 0.76% |
$1.07M - $1.25M
|
1.51M
$181M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 5.52% |
$1.05M - $1.22M
|
196K
$23.4M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$2.8M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-5.83K- 73.02% |
$537K - $624K
|
2.16K
$257K
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.43K- 37.92% |
$499K - $580K
|
8.88K
$1.06M
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.03K- 28.63% |
$463K - $538K
|
12.5K
$1.5M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.64K- 31.37% |
$335K - $389K
|
7.95K
$950K
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-3.48K- 48.63% |
$320K - $372K
|
3.68K
$439K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.33K- 44.82% |
$307K - $357K
|
4.11K
$490K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.46K- 9.32% |
$227K - $263K
|
23.9K
$2.86M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.36K- 15.72% |
$217K - $253K
|
12.7K
$1.51M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.22K- 0.73% |
$205K - $238K
|
302K
$36M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.2K- 26.15% |
$203K - $236K
|
6.22K
$743K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.99K- 41.64% |
$183K - $212K
|
2.78K
$333K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.6K- 2.79% |
$147K - $171K
|
55.7K
$6.65M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.52K- 1.86% |
$140K - $163K
|
80.2K
$9.58M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.42K- 25.63% |
$131K - $152K
|
4.13K
$494K
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.17K- 3.05% |
$108K - $125K
|
37.2K
$4.44M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.17K- 1.62% |
$108K - $125K
|
71.1K
$8.49M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$99.5K - $116K
|
21K
$2.51M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 2.0% |
$97K - $113K
|
51.7K
$6.17M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-928- 2.84% |
$85.4K - $99.3K
|
31.7K
$3.79M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-823- 3.04% |
$75.8K - $88K
|
26.3K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-814- 3.08% |
$74.9K - $87.1K
|
25.6K
$3.06M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-755- 15.53% |
$69.5K - $80.8K
|
4.11K
$490K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-748- 9.16% |
$68.9K - $80K
|
7.42K
$886K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-673- 2.9% |
$62K - $72K
|
22.6K
$2.7M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 3.75% |
$59.8K - $69.5K
|
16.7K
$1.99M
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-645- 1.61% |
$59.4K - $69K
|
39.4K
$4.71M
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$651K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-571- 42.77% |
$52.6K - $61.1K
|
764
$91.3K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$544K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$2.88M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.14M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$266K
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.7% |
$43.7K - $50.8K
|
17.1K
$2.04M
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-444- 1.57% |
$40.9K - $47.5K
|
27.8K
$3.32M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-427- 15.08% |
$39.3K - $45.7K
|
2.4K
$287K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-389- 1.71% |
$35.8K - $41.6K
|
22.3K
$2.67M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.38M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$318K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$715K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-313- 4.55% |
$28.8K - $33.5K
|
6.57K
$785K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$2.69M
|