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 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-45- 1.35% |
$3.88K - $4.57K
|
3.3K
$394K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$223K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-44- 0.43% |
$3.79K - $4.47K
|
10.2K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.52% |
$3.62K - $4.26K
|
8.07K
$964K
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-41- 0.59% |
$3.53K - $4.16K
|
6.88K
$821K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-40- 0.52% |
$3.45K - $4.06K
|
7.6K
$908K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.86% |
$3.45K - $4.06K
|
4.61K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 3.66% |
$3.36K - $3.96K
|
1.03K
$123K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-37- 0.52% |
$3.19K - $3.76K
|
7.07K
$844K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$321K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$328K
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-35- 0.69% |
$3.02K - $3.55K
|
5.01K
$599K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.32% |
$2.93K - $3.45K
|
2.54K
$303K
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.59% |
$2.76K - $3.25K
|
5.42K
$647K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29- 0.78% |
$2.5K - $2.94K
|
3.68K
$440K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-28- 1.33% |
$2.41K - $2.84K
|
2.08K
$249K
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-27- 0.15% |
$2.33K - $2.74K
|
18.1K
$2.16M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27- 0.38% |
$2.33K - $2.74K
|
7.09K
$846K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 0.15% |
$2.07K - $2.44K
|
15.9K
$1.9M
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-23- 0.41% |
$1.98K - $2.34K
|
5.52K
$660K
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-21- 0.13% |
$1.81K - $2.13K
|
16.5K
$1.98M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-20- 1.94% |
$1.72K - $2.03K
|
1.01K
$121K
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-20- 0.92% |
$1.72K - $2.03K
|
2.14K
$256K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 0.76% |
$1.64K - $1.93K
|
2.49K
$297K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.5% |
$1.47K - $1.73K
|
3.4K
$406K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.48% |
$1.29K - $1.52K
|
3.1K
$371K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.33% |
$1.29K - $1.52K
|
4.48K
$535K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-15- 9.43% |
$1.29K - $1.52K
|
144
$17.2K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-15- 1.44% |
$1.29K - $1.52K
|
1.03K
$123K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14- 0.21% |
$1.21K - $1.42K
|
6.55K
$782K
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-14- 0.49% |
$1.21K - $1.42K
|
2.85K
$341K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.42% |
$1.21K - $1.42K
|
3.33K
$397K
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12- 0.09% |
$1.03K - $1.22K
|
12.7K
$1.52M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.45% |
$1.03K - $1.22K
|
2.63K
$314K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10- 0.01% |
$862 - $1.02K
|
122K
$14.6M
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$776 - $914
|
6.73K
$804K
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.17% |
$776 - $914
|
5.3K
$633K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 1.65% |
$690 - $812
|
478
$57.1K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 8.7% |
$690 - $812
|
84
$10K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6- 0.06% |
$517 - $609
|
9.36K
$1.12M
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-6- 0.12% |
$517 - $609
|
5.05K
$603K
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-6- 0.01% |
$517 - $609
|
92.1K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5- 0.15% |
$431 - $508
|
3.24K
$387K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.05% |
$431 - $508
|
9.86K
$1.18M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$431 - $508
|
6.2K
$741K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.44% |
$259 - $305
|
206
$24.6K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2- 0.04% |
$172 - $203
|
4.48K
$535K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-23.3M- 98.94% |
$1.95B - $2.19B
|
250K
$29.9M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-950K- 73.08% |
$79.7M - $89.5M
|
350K
$41.8M
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-415K- 17.55% |
$34.8M - $39.1M
|
1.95M
$233M
|