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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-30K- 31.68% |
$2.11M - $2.81M
|
64.7K
$7.73M
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-12K- 74.79% |
$843K - $1.12M
|
4.03K
$482K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$814K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-10K- 51.19% |
$707K - $941K
|
9.58K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.7K- 7.07% |
$683K - $908K
|
128K
$15.2M
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-8.83K- 5.15% |
$621K - $827K
|
162K
$19.4M
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$14.2M
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$5.97K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.85K- 54.19% |
$412K - $548K
|
4.95K
$591K
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-5.6K- 87.5% |
$394K - $524K
|
800
$95.6K
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.55K- 69.29% |
$390K - $519K
|
2.46K
$294K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.32K- 15.47% |
$374K - $498K
|
29K
$3.47M
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-4.73K- 1.96% |
$333K - $443K
|
236K
$28.2M
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-4.2K- 18.46% |
$296K - $393K
|
18.6K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.27K- 25.78% |
$230K - $307K
|
9.43K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.91K- 11.24% |
$205K - $272K
|
23K
$2.74M
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.6K- 26.39% |
$183K - $244K
|
7.25K
$866K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.51K- 37.97% |
$176K - $235K
|
4.09K
$489K
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.84K- 30.36% |
$130K - $173K
|
4.23K
$505K
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.6K- 22.54% |
$113K - $150K
|
5.5K
$657K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 21.67% |
$95.3K - $127K
|
4.89K
$584K
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 33.54% |
$94.3K - $126K
|
2.66K
$317K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.01K- 98.34% |
$70.9K - $94.3K
|
17
$2.03K
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-750- 18.07% |
$52.8K - $70.2K
|
3.4K
$406K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-651Closed |
$45.8K - $61K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-616- 10.63% |
$43.4K - $57.7K
|
5.18K
$618K
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-592- 17.76% |
$41.7K - $55.4K
|
2.74K
$327K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550- 72.37% |
$38.7K - $51.5K
|
210
$25.1K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-479- 15.72% |
$33.7K - $44.9K
|
2.57K
$307K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-366- 35.16% |
$25.8K - $34.3K
|
675
$80.6K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-348- 7.37% |
$24.5K - $32.6K
|
4.38K
$523K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-300- 10.63% |
$21.1K - $28.1K
|
2.52K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-300- 4.0% |
$21.1K - $28.1K
|
7.2K
$860K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-258- 4.19% |
$18.2K - $24.2K
|
5.9K
$705K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-248- 67.76% |
$17.5K - $23.2K
|
118
$14.1K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-205- 70.69% |
$14.4K - $19.2K
|
85
$10.2K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 5.6% |
$14.1K - $18.7K
|
3.37K
$403K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.1% |
$14.1K - $18.7K
|
6.26K
$748K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-153- 5.54% |
$10.8K - $14.3K
|
2.61K
$312K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 12.77% |
$10.3K - $13.7K
|
997
$119K
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-133- 1.75% |
$9.36K - $12.5K
|
7.48K
$894K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-116- 2.27% |
$8.17K - $10.9K
|
5.01K
$598K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 24.0% |
$3.38K - $4.5K
|
152
$18.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-47- 0.58% |
$3.31K - $4.4K
|
8.1K
$968K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 3.39% |
$1.83K - $2.44K
|
741
$88.5K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 0.21% |
$1.76K - $2.34K
|
11.9K
$1.42M
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.39% |
$1.76K - $2.34K
|
6.46K
$772K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 41.18% |
$986 - $1.31K
|
20
$2.39K
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-10- 0.16% |
$704 - $937
|
6.43K
$768K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 12.05% |
$704 - $937
|
73
$8.72K
|