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 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-152K- 44.71% |
$12.3M - $13.8M
|
188K
$22.4M
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-107K- 9.53% |
$8.68M - $9.74M
|
1.01M
$121M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72K- 61.05% |
$5.85M - $6.56M
|
45.9K
$5.49M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-43KClosed |
$3.49M - $3.91M
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 47.78% |
$1.08M - $1.21M
|
14.6K
$1.74M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$329K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67K- 69.13% |
$785K - $881K
|
4.32K
$516K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.49K- 3.45% |
$608K - $682K
|
210K
$25.1M
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.88K- 54.41% |
$315K - $353K
|
3.25K
$388K
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.6K- 8.53% |
$211K - $237K
|
27.9K
$3.33M
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.42K- 49.19% |
$197K - $221K
|
2.5K
$299K
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 25.69% |
$151K - $169K
|
5.38K
$642K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-942- 14.58% |
$76.5K - $85.8K
|
5.52K
$659K
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-765- 16.16% |
$62.1K - $69.7K
|
3.97K
$474K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 15.81% |
$46.2K - $51.8K
|
3.03K
$362K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-360- 4.56% |
$29.2K - $32.8K
|
7.54K
$900K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-256- 13.27% |
$20.8K - $23.3K
|
1.67K
$200K
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-168- 4.15% |
$13.6K - $15.3K
|
3.88K
$464K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-154- 6.55% |
$12.5K - $14K
|
2.2K
$262K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 18.5% |
$12.2K - $13.7K
|
661
$78.9K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$8.12K - $9.11K
|
200
$23.9K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 4.41% |
$5.28K - $5.92K
|
1.41K
$168K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-38- 2.06% |
$3.09K - $3.46K
|
1.8K
$215K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-17- 2.21% |
$1.38K - $1.55K
|
753
$89.9K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.18% |
$1.3K - $1.46K
|
8.71K
$1.04M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 12.2% |
$812 - $911
|
72
$8.6K
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$406 - $456
|
0
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-31.9K- 80.96% |
$2.68M - $3.22M
|
7.5K
$896K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 2.92% |
$1.92M - $2.31M
|
762K
$91M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.55KClosed |
$214K - $258K
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.06K- 27.2% |
$173K - $207K
|
5.5K
$657K
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-902- 11.83% |
$75.7K - $90.9K
|
6.73K
$803K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-600- 50.0% |
$50.4K - $60.5K
|
600
$71.7K
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-545- 19.13% |
$45.8K - $55K
|
2.3K
$275K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 7.95% |
$35.7K - $42.9K
|
4.92K
$588K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-388- 97.0% |
$32.6K - $39.1K
|
12
$1.43K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-369- 4.59% |
$31K - $37.2K
|
7.67K
$916K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-359- 11.6% |
$30.1K - $36.2K
|
2.74K
$327K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-196- 47.0% |
$16.5K - $19.8K
|
221
$26.4K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-194- 12.12% |
$16.3K - $19.6K
|
1.41K
$168K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-160Closed |
$13.4K - $16.1K
|
0
$0
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-158- 4.5% |
$13.3K - $15.9K
|
3.35K
$400K
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-141- 5.48% |
$11.8K - $14.2K
|
2.43K
$291K
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-111- 61.33% |
$9.32K - $11.2K
|
70
$8.36K
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 5.22% |
$4.45K - $5.34K
|
963
$115K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-19- 11.11% |
$1.6K - $1.92K
|
152
$18.2K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-243K- 99.87% |
$18.3M - $22.6M
|
311
$37.1K
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-166K- 86.15% |
$12.5M - $15.5M
|
26.7K
$3.19M
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-46K- 73.51% |
$3.47M - $4.28M
|
16.6K
$1.98M
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-26.6K- 4.12% |
$2M - $2.48M
|
620K
$74M
|