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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.74K- 29.42% |
$236K - $278K
|
6.56K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.38K- 36.35% |
$205K - $242K
|
4.17K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.1K- 26.28% |
$181K - $213K
|
5.89K
$793K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.93K- 44.72% |
$166K - $196K
|
2.38K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$520K
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.84K- 8.82% |
$158K - $186K
|
19K
$2.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$524K
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$9.97K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.8K- 32.07% |
$155K - $182K
|
3.8K
$512K
|
|
|
Aug 06, 2024
Q2 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.72K- 38.27% |
$148K - $175K
|
2.77K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.68K- 3.53% |
$145K - $171K
|
45.9K
$6.19M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$111K - $131K
|
46.6K
$6.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.24K- 16.99% |
$107K - $126K
|
6.05K
$815K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.02K- 79.98% |
$87.5K - $103K
|
254
$34.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-939- 19.56% |
$80.9K - $95.3K
|
3.86K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-903- 12.91% |
$77.8K - $91.7K
|
6.09K
$821K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-856- 5.5% |
$73.8K - $86.9K
|
14.7K
$1.98M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-668- 10.39% |
$57.6K - $67.8K
|
5.76K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-666- 3.28% |
$57.4K - $67.6K
|
19.7K
$2.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-600- 12.88% |
$51.7K - $60.9K
|
4.06K
$547K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-560- 4.95% |
$48.3K - $56.9K
|
10.7K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-544- 87.6% |
$46.9K - $55.2K
|
77
$10.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-438- 10.76% |
$37.8K - $44.5K
|
3.63K
$489K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-420- 37.0% |
$36.2K - $42.6K
|
715
$96.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-416- 1.34% |
$35.9K - $42.2K
|
30.7K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-404- 69.66% |
$34.8K - $41K
|
176
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 66.67% |
$34.5K - $40.6K
|
200
$26.9K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 2.28% |
$34.5K - $40.6K
|
17.1K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-396- 13.76% |
$34.1K - $40.2K
|
2.48K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-304- 10.69% |
$26.2K - $30.9K
|
2.54K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-285- 1.15% |
$24.6K - $28.9K
|
24.6K
$3.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$673
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-255- 57.43% |
$22K - $25.9K
|
189
$25.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-253- 10.15% |
$21.8K - $25.7K
|
2.24K
$302K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-222- 1.91% |
$19.1K - $22.5K
|
11.4K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 3.12% |
$17.2K - $20.3K
|
6.22K
$838K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-176- 1.87% |
$15.2K - $17.9K
|
9.21K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$20.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-148- 14.44% |
$12.8K - $15K
|
877
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-136- 4.46% |
$11.7K - $13.8K
|
2.91K
$392K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-110- 4.21% |
$9.48K - $11.2K
|
2.51K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.03% |
$8.62K - $10.2K
|
9.59K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 3.48% |
$8.45K - $9.95K
|
2.72K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-89- 6.63% |
$7.67K - $9.04K
|
1.25K
$169K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$163K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-70- 2.95% |
$6.03K - $7.11K
|
2.3K
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 79.27% |
$5.6K - $6.6K
|
17
$2.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-65- 21.38% |
$5.6K - $6.6K
|
239
$32.2K
|