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 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-110- 1.55% |
$9.48K - $11.2K
|
6.99K
$835K
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 4.21% |
$9.48K - $11.2K
|
2.51K
$299K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-109- 1.84% |
$9.39K - $11.1K
|
5.83K
$696K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-109- 2.9% |
$9.39K - $11.1K
|
3.65K
$436K
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-102- 0.39% |
$8.79K - $10.4K
|
25.8K
$3.08M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-101- 2.0% |
$8.71K - $10.3K
|
4.95K
$591K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-101- 4.4% |
$8.71K - $10.3K
|
2.19K
$262K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.03% |
$8.62K - $10.2K
|
9.59K
$1.15M
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 0.06% |
$8.62K - $10.2K
|
156K
$18.6M
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.3% |
$8.62K - $10.2K
|
1.27K
$152K
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 3.48% |
$8.45K - $9.95K
|
2.72K
$325K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-98- 16.07% |
$8.45K - $9.95K
|
512
$61.2K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-97- 2.59% |
$8.36K - $9.85K
|
3.65K
$435K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-96- 2.46% |
$8.27K - $9.75K
|
3.8K
$454K
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-94- 2.47% |
$8.1K - $9.54K
|
3.71K
$443K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-94- 0.17% |
$8.1K - $9.54K
|
56.4K
$6.73M
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-92- 2.08% |
$7.93K - $9.34K
|
4.34K
$518K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-90- 2.91% |
$7.76K - $9.14K
|
3K
$358K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-89- 6.63% |
$7.67K - $9.04K
|
1.25K
$150K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 0.62% |
$7.41K - $8.73K
|
13.7K
$1.64M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-85- 9.01% |
$7.33K - $8.63K
|
858
$102K
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-85- 0.91% |
$7.33K - $8.63K
|
9.28K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-78- 0.5% |
$6.72K - $7.92K
|
15.6K
$1.86M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.69% |
$6.46K - $7.61K
|
4.35K
$520K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-74- 0.17% |
$6.38K - $7.51K
|
44.7K
$5.34M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-73- 2.27% |
$6.29K - $7.41K
|
3.15K
$376K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$145K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-70- 2.95% |
$6.03K - $7.11K
|
2.3K
$275K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-68- 0.23% |
$5.86K - $6.9K
|
29.9K
$3.57M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-67- 1.89% |
$5.77K - $6.8K
|
3.49K
$416K
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-67- 2.12% |
$5.77K - $6.8K
|
3.1K
$370K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 79.27% |
$5.6K - $6.6K
|
17
$2.03K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-65- 1.7% |
$5.6K - $6.6K
|
3.76K
$450K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-65- 21.38% |
$5.6K - $6.6K
|
239
$28.5K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-63- 0.78% |
$5.43K - $6.4K
|
7.98K
$953K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-63- 2.26% |
$5.43K - $6.4K
|
2.73K
$325K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-63- 35.39% |
$5.43K - $6.4K
|
115
$13.7K
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-62- 0.18% |
$5.34K - $6.29K
|
33.6K
$4.01M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-61- 0.43% |
$5.26K - $6.19K
|
14.1K
$1.69M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-61- 55.45% |
$5.26K - $6.19K
|
49
$5.85K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 1.98% |
$4.91K - $5.79K
|
2.82K
$337K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-56- 2.2% |
$4.83K - $5.69K
|
2.49K
$297K
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-56- 0.69% |
$4.83K - $5.69K
|
8K
$956K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-56- 0.97% |
$4.83K - $5.69K
|
5.7K
$681K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 9.75% |
$4.65K - $5.48K
|
500
$59.7K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-54- 0.93% |
$4.65K - $5.48K
|
5.77K
$689K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-53- 1.63% |
$4.57K - $5.38K
|
3.2K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$890K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.28% |
$4.31K - $5.08K
|
18.1K
$2.16M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.31% |
$4.05K - $4.77K
|
15.3K
$1.83M
|