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
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 1.62% |
$24.5K - $28.5K
|
16.1K
$2.17M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-266- 0.82% |
$24.5K - $28.5K
|
32.3K
$4.35M
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-265- 1.53% |
$24.4K - $28.3K
|
17K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-259- 1.25% |
$23.8K - $27.7K
|
20.5K
$2.77M
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-256- 1.03% |
$23.6K - $27.4K
|
24.5K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-252- 2.69% |
$23.2K - $27K
|
9.1K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-248- 5.16% |
$22.8K - $26.5K
|
4.56K
$614K
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-247- 0.64% |
$22.7K - $26.4K
|
38.6K
$5.2M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-246- 8.11% |
$22.6K - $26.3K
|
2.79K
$376K
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-245- 1.98% |
$22.6K - $26.2K
|
12.1K
$1.63M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-243- 4.8% |
$22.4K - $26K
|
4.82K
$649K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-241- 91.98% |
$22.2K - $25.8K
|
21
$2.83K
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-240- 1.81% |
$22.1K - $25.7K
|
13K
$1.76M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-236- 4.92% |
$21.7K - $25.2K
|
4.56K
$614K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-236- 2.24% |
$21.7K - $25.2K
|
10.3K
$1.39M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-235- 0.53% |
$21.6K - $25.1K
|
44.5K
$5.99M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-232- 3.12% |
$21.4K - $24.8K
|
7.21K
$971K
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-225- 8.04% |
$20.7K - $24.1K
|
2.57K
$347K
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-221- 2.0% |
$20.3K - $23.6K
|
10.8K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-216- 4.31% |
$19.9K - $23.1K
|
4.8K
$646K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-213- 0.63% |
$19.6K - $22.8K
|
33.9K
$4.56M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-212- 0.9% |
$19.5K - $22.7K
|
23.3K
$3.14M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-210- 1.21% |
$19.3K - $22.5K
|
17.1K
$2.31M
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-206- 1.81% |
$19K - $22K
|
11.2K
$1.5M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-200- 8.02% |
$18.4K - $21.4K
|
2.29K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-200- 0.12% |
$18.4K - $21.4K
|
169K
$22.8M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-198- 1.46% |
$18.2K - $21.2K
|
13.4K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-197- 2.91% |
$18.1K - $21.1K
|
6.57K
$885K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 4.39% |
$17.9K - $20.8K
|
4.22K
$569K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-192- 6.94% |
$17.7K - $20.5K
|
2.58K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-189- 0.89% |
$17.4K - $20.2K
|
21K
$2.83M
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-189- 1.68% |
$17.4K - $20.2K
|
11.1K
$1.49M
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-187- 2.73% |
$17.2K - $20K
|
6.66K
$897K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-186- 0.56% |
$17.1K - $19.9K
|
33.1K
$4.46M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-186- 4.74% |
$17.1K - $19.9K
|
3.74K
$504K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-185- 0.39% |
$17K - $19.8K
|
47.4K
$6.38M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-184- 1.22% |
$16.9K - $19.7K
|
14.8K
$2M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-181- 20.16% |
$16.7K - $19.4K
|
717
$96.6K
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-180- 2.99% |
$16.6K - $19.3K
|
5.85K
$788K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-177- 4.4% |
$16.3K - $18.9K
|
3.84K
$518K
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-177- 1.25% |
$16.3K - $18.9K
|
13.9K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-176- 5.56% |
$16.2K - $18.8K
|
2.99K
$403K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-176- 2.91% |
$16.2K - $18.8K
|
5.87K
$790K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-171- 2.2% |
$15.7K - $18.3K
|
7.59K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-168- 18.88% |
$15.5K - $18K
|
722
$97.2K
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-165- 0.4% |
$15.2K - $17.6K
|
40.9K
$5.5M
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-165- 1.35% |
$15.2K - $17.6K
|
12.1K
$1.62M
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-160- 5.04% |
$14.7K - $17.1K
|
3.01K
$406K
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-160- 0.27% |
$14.7K - $17.1K
|
58.1K
$7.83M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-159- 2.33% |
$14.6K - $17K
|
6.67K
$898K
|