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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$448K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 0.83% |
$27.3K - $31.8K
|
35.4K
$4.23M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-292- 2.75% |
$26.9K - $31.2K
|
10.3K
$1.24M
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-272- 3.35% |
$25K - $29.1K
|
7.85K
$938K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 1.62% |
$24.5K - $28.5K
|
16.1K
$1.93M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-266- 0.82% |
$24.5K - $28.5K
|
32.3K
$3.86M
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 1.03% |
$23.6K - $27.4K
|
24.5K
$2.93M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-246- 8.11% |
$22.6K - $26.3K
|
2.79K
$333K
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-243- 4.8% |
$22.4K - $26K
|
4.82K
$576K
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-240- 1.81% |
$22.1K - $25.7K
|
13K
$1.56M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-221- 2.0% |
$20.3K - $23.6K
|
10.8K
$1.29M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-213- 0.63% |
$19.6K - $22.8K
|
33.9K
$4.04M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.9% |
$19.5K - $22.7K
|
23.3K
$2.79M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 4.39% |
$17.9K - $20.8K
|
4.22K
$505K
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-189- 1.68% |
$17.4K - $20.2K
|
11.1K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-184- 1.22% |
$16.9K - $19.7K
|
14.8K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-168- 18.88% |
$15.5K - $18K
|
722
$86.2K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 2.33% |
$14.6K - $17K
|
6.67K
$796K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-145- 1.13% |
$13.4K - $15.5K
|
12.7K
$1.52M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-141- 1.14% |
$13K - $15.1K
|
12.2K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-134- 0.45% |
$12.3K - $14.3K
|
29.4K
$3.51M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-132- 3.7% |
$12.2K - $14.1K
|
3.44K
$410K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-124- 0.37% |
$11.4K - $13.3K
|
33K
$3.94M
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-109- 0.73% |
$10K - $11.7K
|
14.9K
$1.78M
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 0.59% |
$9.21K - $10.7K
|
16.9K
$2.02M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-94- 2.61% |
$8.65K - $10.1K
|
3.5K
$418K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-91- 1.6% |
$8.38K - $9.73K
|
5.58K
$667K
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-88- 3.0% |
$8.1K - $9.41K
|
2.84K
$339K
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-82- 3.11% |
$7.55K - $8.77K
|
2.56K
$305K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-78- 2.52% |
$7.18K - $8.34K
|
3.02K
$360K
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 0.64% |
$6.81K - $7.92K
|
11.4K
$1.36M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-74- 11.0% |
$6.81K - $7.92K
|
599
$71.5K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 2.59% |
$6.35K - $7.38K
|
2.59K
$310K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.1% |
$5.89K - $6.85K
|
66.5K
$7.94M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-63- 2.21% |
$5.8K - $6.74K
|
2.79K
$334K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-62- 1.34% |
$5.71K - $6.63K
|
4.58K
$547K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-62- 0.16% |
$5.71K - $6.63K
|
37.6K
$4.49M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-61- 2.97% |
$5.62K - $6.52K
|
2K
$238K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-56- 0.96% |
$5.16K - $5.99K
|
5.78K
$690K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-53- 2.39% |
$4.88K - $5.67K
|
2.17K
$259K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.6K - $5.35K
|
19.2K
$2.3M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 11.93% |
$4.6K - $5.35K
|
369
$44.1K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 1.84% |
$4.05K - $4.71K
|
2.34K
$280K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-43- 1.27% |
$3.96K - $4.6K
|
3.35K
$400K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-39- 3.3% |
$3.59K - $4.17K
|
1.14K
$137K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 1.36% |
$3.59K - $4.17K
|
2.83K
$338K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 3.64% |
$3.5K - $4.06K
|
1.01K
$120K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-37- 0.48% |
$3.41K - $3.96K
|
7.62K
$910K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 1.91% |
$3.13K - $3.64K
|
1.75K
$209K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 1.25% |
$3.04K - $3.53K
|
2.6K
$311K
|