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 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 1.71% |
$3.41K - $3.96K
|
2.12K
$286K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-37- 0.48% |
$3.41K - $3.96K
|
7.62K
$1.03M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-35- 1.11% |
$3.22K - $3.74K
|
3.12K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 1.91% |
$3.13K - $3.64K
|
1.75K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 1.25% |
$3.04K - $3.53K
|
2.6K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-32- 0.09% |
$2.95K - $3.42K
|
36.9K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-32- 0.01% |
$2.95K - $3.42K
|
231K
$31.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-31- 12.97% |
$2.85K - $3.32K
|
208
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 2.92% |
$2.76K - $3.21K
|
999
$135K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.1K
|
7.25K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-28- 0.48% |
$2.58K - $2.99K
|
5.8K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 10.89% |
$2.49K - $2.89K
|
221
$29.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-26- 13.0% |
$2.39K - $2.78K
|
174
$23.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 1.14% |
$2.3K - $2.67K
|
2.16K
$291K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24- 0.35% |
$2.21K - $2.57K
|
6.76K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-24- 0.66% |
$2.21K - $2.57K
|
3.6K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-22- 0.13% |
$2.03K - $2.35K
|
16.5K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-22- 7.83% |
$2.03K - $2.35K
|
259
$34.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21- 0.15% |
$1.93K - $2.25K
|
14.2K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.48% |
$1.84K - $2.14K
|
4.17K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$76.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19- 0.51% |
$1.75K - $2.03K
|
3.7K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-19- 0.92% |
$1.75K - $2.03K
|
2.04K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-18- 0.84% |
$1.66K - $1.93K
|
2.13K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.23% |
$1.66K - $1.93K
|
7.72K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-17- 0.69% |
$1.57K - $1.82K
|
2.45K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.26% |
$1.57K - $1.82K
|
6.53K
$879K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-17- 14.17% |
$1.57K - $1.82K
|
103
$13.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.76% |
$1.47K - $1.71K
|
2.09K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-15- 0.49% |
$1.38K - $1.6K
|
3.04K
$410K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14- 0.06% |
$1.29K - $1.5K
|
22.4K
$3.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-14- 0.65% |
$1.29K - $1.5K
|
2.15K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.21% |
$1.1K - $1.28K
|
5.81K
$783K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-12- 0.43% |
$1.1K - $1.28K
|
2.81K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 1.09% |
$1.01K - $1.18K
|
1K
$135K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 17.86% |
$921 - $1.07K
|
46
$6.2K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.43% |
$921 - $1.07K
|
2.32K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-9- 4.59% |
$829 - $963
|
187
$25.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 0.11% |
$829 - $963
|
7.88K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.35% |
$737 - $856
|
2.26K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8- 0.06% |
$737 - $856
|
12.7K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8- 0.22% |
$737 - $856
|
3.71K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 0.08% |
$644 - $749
|
9.16K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7- 0.19% |
$644 - $749
|
3.76K
$506K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.21% |
$644 - $749
|
3.37K
$454K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6- 0.04% |
$552 - $642
|
15.9K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 2.44% |
$460 - $535
|
200
$26.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.1% |
$460 - $535
|
5.01K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 0.58% |
$460 - $535
|
850
$114K
|