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
|
Zhang Financial LLC
|
SELL
|
- |
-78- 2.52% |
$7.18K - $8.34K
|
3.02K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-76- 1.08% |
$7K - $8.13K
|
6.95K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.49% |
$6.91K - $8.02K
|
15.4K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.63% |
$6.91K - $8.02K
|
11.8K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75- 0.33% |
$6.91K - $8.02K
|
22.4K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 0.64% |
$6.81K - $7.92K
|
11.4K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-74- 11.0% |
$6.81K - $7.92K
|
599
$80.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-69- 2.59% |
$6.35K - $7.38K
|
2.59K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 0.21% |
$6.26K - $7.27K
|
32.6K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-68- 1.72% |
$6.26K - $7.27K
|
3.88K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-68- 2.41% |
$6.26K - $7.27K
|
2.76K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-68- 1.87% |
$6.26K - $7.27K
|
3.58K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-66- 2.08% |
$6.08K - $7.06K
|
3.11K
$419K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-65- 1.36% |
$5.98K - $6.95K
|
4.71K
$634K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.1% |
$5.89K - $6.85K
|
66.5K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-63- 1.53% |
$5.8K - $6.74K
|
4.05K
$546K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-63- 2.21% |
$5.8K - $6.74K
|
2.79K
$376K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-62- 1.94% |
$5.71K - $6.63K
|
3.13K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-62- 1.34% |
$5.71K - $6.63K
|
4.58K
$617K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-62- 0.16% |
$5.71K - $6.63K
|
37.6K
$5.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-61- 2.97% |
$5.62K - $6.52K
|
2K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-59- 1.19% |
$5.43K - $6.31K
|
4.89K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-56- 1.5% |
$5.16K - $5.99K
|
3.68K
$495K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-56- 0.96% |
$5.16K - $5.99K
|
5.78K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-55- 0.86% |
$5.06K - $5.88K
|
6.38K
$859K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-55- 31.61% |
$5.06K - $5.88K
|
119
$16K
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-55- 7.3% |
$5.06K - $5.88K
|
698
$94K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-53- 2.39% |
$4.88K - $5.67K
|
2.17K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-51- 2.44% |
$4.7K - $5.45K
|
2.04K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-51- 4.55% |
$4.7K - $5.45K
|
1.07K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-50- 2.28% |
$4.6K - $5.35K
|
2.15K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-50- 0.66% |
$4.6K - $5.35K
|
7.55K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-50- 59.52% |
$4.6K - $5.35K
|
34
$4.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 9.69% |
$4.6K - $5.35K
|
466
$62.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.6K - $5.35K
|
19.2K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 11.93% |
$4.6K - $5.35K
|
369
$49.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 1.48% |
$4.14K - $4.81K
|
3K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-44- 1.84% |
$4.05K - $4.71K
|
2.34K
$316K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-43- 1.27% |
$3.96K - $4.6K
|
3.35K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42- 0.63% |
$3.87K - $4.49K
|
6.64K
$894K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-42- 1.2% |
$3.87K - $4.49K
|
3.47K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-42- 0.81% |
$3.87K - $4.49K
|
5.16K
$694K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-41- 1.24% |
$3.77K - $4.39K
|
3.26K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.16% |
$3.68K - $4.28K
|
25.3K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-39- 0.08% |
$3.59K - $4.17K
|
47.8K
$6.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-39- 3.3% |
$3.59K - $4.17K
|
1.14K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 1.36% |
$3.59K - $4.17K
|
2.83K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.18% |
$3.5K - $4.06K
|
20.5K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-38- 1.16% |
$3.5K - $4.06K
|
3.23K
$435K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 3.64% |
$3.5K - $4.06K
|
1.01K
$136K
|