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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-856- 5.5% |
$73.8K - $86.9K
|
14.7K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-842- 0.89% |
$72.6K - $85.5K
|
94.3K
$11.3M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-814- 1.79% |
$70.2K - $82.6K
|
44.6K
$5.32M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-799- 2.08% |
$68.9K - $81.1K
|
37.5K
$4.48M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-774- 35.12% |
$66.7K - $78.6K
|
1.43K
$171K
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-773- 0.95% |
$66.6K - $78.5K
|
80.2K
$9.58M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-759- 20.13% |
$65.4K - $77.1K
|
3.01K
$360K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-758- 19.19% |
$65.3K - $77K
|
3.19K
$381K
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-744- 12.74% |
$64.1K - $75.5K
|
5.1K
$609K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-736- 6.95% |
$63.4K - $74.7K
|
9.86K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-714- 10.27% |
$61.5K - $72.5K
|
6.24K
$745K
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-707- 0.65% |
$60.9K - $71.8K
|
108K
$12.9M
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-700- 10.94% |
$60.3K - $71.1K
|
5.7K
$681K
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-696- 6.28% |
$60K - $70.7K
|
10.4K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-670- 1.14% |
$57.7K - $68K
|
58.3K
$6.96M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 10.39% |
$57.6K - $67.8K
|
5.76K
$688K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-667- 10.68% |
$57.5K - $67.7K
|
5.58K
$667K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-666- 3.28% |
$57.4K - $67.6K
|
19.7K
$2.35M
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-655- 1.87% |
$56.5K - $66.5K
|
34.4K
$4.1M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-603- 9.18% |
$52K - $61.2K
|
5.96K
$712K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-600- 12.88% |
$51.7K - $60.9K
|
4.06K
$485K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-600- 3.6% |
$51.7K - $60.9K
|
16.1K
$1.92M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-593- 6.26% |
$51.1K - $60.2K
|
8.88K
$1.06M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-578- 1.46% |
$49.8K - $58.7K
|
38.9K
$4.65M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-560- 4.95% |
$48.3K - $56.9K
|
10.7K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-557- 14.96% |
$48K - $56.6K
|
3.17K
$378K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-556- 7.35% |
$47.9K - $56.5K
|
7.01K
$838K
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-553- 19.43% |
$47.7K - $56.1K
|
2.29K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-551- 11.37% |
$47.5K - $55.9K
|
4.29K
$513K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-550- 16.58% |
$47.4K - $55.8K
|
2.77K
$330K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-544- 87.6% |
$46.9K - $55.2K
|
77
$9.2K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-536- 8.72% |
$46.2K - $54.4K
|
5.61K
$671K
|
|
Aug 13, 2024
Q2 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-534- 1.91% |
$46K - $54.2K
|
27.4K
$3.27M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-511- 36.27% |
$44K - $51.9K
|
898
$107K
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-508- 0.12% |
$43.8K - $51.6K
|
440K
$52.6M
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.15% |
$43.1K - $50.8K
|
343K
$40.9M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-495- 1.38% |
$42.7K - $50.3K
|
35.3K
$4.22M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-487- 1.14% |
$42K - $49.4K
|
42.2K
$5.04M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-487- 9.72% |
$42K - $49.4K
|
4.52K
$540K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-487- 2.78% |
$42K - $49.4K
|
17.1K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-481- 3.02% |
$41.5K - $48.8K
|
15.5K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-474- 5.07% |
$40.9K - $48.1K
|
8.87K
$1.06M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-469- 12.85% |
$40.4K - $47.6K
|
3.18K
$380K
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-469- 7.99% |
$40.4K - $47.6K
|
5.4K
$645K
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-466- 0.89% |
$40.2K - $47.3K
|
51.8K
$6.19M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-462- 14.96% |
$39.8K - $46.9K
|
2.63K
$314K
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-460- 0.31% |
$39.6K - $46.7K
|
149K
$17.7M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-454- 5.13% |
$39.1K - $46.1K
|
8.39K
$1M
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-450- 0.1% |
$38.8K - $45.7K
|
443K
$52.9M
|