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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-253- 10.15% |
$21.8K - $25.7K
|
2.24K
$268K
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-248- 5.75% |
$21.4K - $25.2K
|
4.07K
$486K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-245- 6.16% |
$21.1K - $24.9K
|
3.73K
$446K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-239- 3.34% |
$20.6K - $24.3K
|
6.91K
$825K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-230- 3.77% |
$19.8K - $23.4K
|
5.87K
$701K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.65% |
$19.4K - $22.8K
|
13.4K
$1.6M
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-221- 2.18% |
$19K - $22.4K
|
9.9K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-214- 1.44% |
$18.4K - $21.7K
|
14.6K
$1.75M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-210- 0.44% |
$18.1K - $21.3K
|
48K
$5.73M
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-210- 0.4% |
$18.1K - $21.3K
|
52.7K
$6.29M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-208- 1.01% |
$17.9K - $21.1K
|
20.4K
$2.43M
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-208- 1.67% |
$17.9K - $21.1K
|
12.2K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 3.12% |
$17.2K - $20.3K
|
6.22K
$743K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-200- 8.47% |
$17.2K - $20.3K
|
2.16K
$258K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-200- 1.3% |
$17.2K - $20.3K
|
15.2K
$1.81M
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-198- 0.73% |
$17.1K - $20.1K
|
27K
$3.23M
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-197- 0.9% |
$17K - $20K
|
21.6K
$2.58M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-192- 0.24% |
$16.5K - $19.5K
|
78.9K
$9.43M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-185- 4.47% |
$15.9K - $18.8K
|
3.95K
$472K
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-182- 5.91% |
$15.7K - $18.5K
|
2.9K
$346K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-180- 6.81% |
$15.5K - $18.3K
|
2.46K
$294K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-180- 2.27% |
$15.5K - $18.3K
|
7.76K
$926K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-178- 4.15% |
$15.3K - $18.1K
|
4.12K
$492K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-176- 1.87% |
$15.2K - $17.9K
|
9.21K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-172- 1.74% |
$14.8K - $17.5K
|
9.7K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-172- 6.24% |
$14.8K - $17.5K
|
2.58K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-170- 6.92% |
$14.7K - $17.3K
|
2.29K
$273K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-167- 1.24% |
$14.4K - $17K
|
13.3K
$1.59M
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$17.9K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-160- 3.31% |
$13.8K - $16.2K
|
4.68K
$559K
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-158- 0.06% |
$13.6K - $16K
|
275K
$32.8M
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-156- 2.6% |
$13.4K - $15.8K
|
5.85K
$698K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-149- 0.53% |
$12.8K - $15.1K
|
28.2K
$3.37M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-148- 0.75% |
$12.8K - $15K
|
19.5K
$2.33M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148- 14.44% |
$12.8K - $15K
|
877
$105K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.83% |
$12.5K - $14.7K
|
4.97K
$594K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-144- 0.3% |
$12.4K - $14.6K
|
47.6K
$5.68M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-144- 1.87% |
$12.4K - $14.6K
|
7.56K
$903K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-142- 5.04% |
$12.2K - $14.4K
|
2.68K
$320K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-139- 0.87% |
$12K - $14.1K
|
15.8K
$1.89M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-136- 2.09% |
$11.7K - $13.8K
|
6.38K
$762K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-136- 4.46% |
$11.7K - $13.8K
|
2.91K
$348K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-134- 0.09% |
$11.5K - $13.6K
|
144K
$17.2M
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-130- 0.17% |
$11.2K - $13.2K
|
76.3K
$9.11M
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-126- 0.49% |
$10.9K - $12.8K
|
25.4K
$3.03M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-125- 0.6% |
$10.8K - $12.7K
|
20.8K
$2.48M
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-123- 0.62% |
$10.6K - $12.5K
|
19.8K
$2.37M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-121- 6.05% |
$10.4K - $12.3K
|
1.88K
$225K
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-117- 0.26% |
$10.1K - $11.9K
|
44.3K
$5.29M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-114- 4.5% |
$9.83K - $11.6K
|
2.42K
$289K
|