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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-65- 79.27% |
$5.6K - $6.6K
|
17
$2.23K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-65- 21.38% |
$5.6K - $6.6K
|
239
$31.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-61- 55.45% |
$5.26K - $6.19K
|
49
$6.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-56- 0.69% |
$4.83K - $5.69K
|
8K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-56- 0.97% |
$4.83K - $5.69K
|
5.7K
$748K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 9.75% |
$4.65K - $5.48K
|
500
$65.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-53- 1.63% |
$4.57K - $5.38K
|
3.2K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$978K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.28% |
$4.31K - $5.08K
|
18.1K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.31% |
$4.05K - $4.77K
|
15.3K
$2.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 3.66% |
$3.36K - $3.96K
|
1.03K
$135K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-37- 0.52% |
$3.19K - $3.76K
|
7.07K
$927K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$360K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.59% |
$2.76K - $3.25K
|
5.42K
$711K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-28- 1.33% |
$2.41K - $2.84K
|
2.08K
$273K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-27- 0.15% |
$2.33K - $2.74K
|
18.1K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.5% |
$1.47K - $1.73K
|
3.4K
$446K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.42% |
$1.21K - $1.42K
|
3.33K
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.45% |
$1.03K - $1.22K
|
2.63K
$345K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$431 - $508
|
6.2K
$814K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.44% |
$259 - $305
|
206
$27K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-23.3M- 98.94% |
$1.95B - $2.19B
|
250K
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-950K- 73.08% |
$79.7M - $89.5M
|
350K
$45.9M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-415K- 17.55% |
$34.8M - $39.1M
|
1.95M
$256M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-210K- 70.27% |
$17.6M - $19.7M
|
88.7K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-112K- 95.82% |
$9.42M - $10.6M
|
4.9K
$643K
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.2K- 1.95% |
$5.05M - $5.67M
|
3.02M
$397M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.4K- 93.91% |
$4.82M - $5.41M
|
3.73K
$489K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-27.9K- 91.56% |
$2.34M - $2.62M
|
2.57K
$337K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-13.5K- 78.01% |
$1.13M - $1.27M
|
3.79K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-10.7K- 27.34% |
$900K - $1.01M
|
28.5K
$3.74M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-10.3K- 50.65% |
$861K - $966K
|
10K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.32K- 32.11% |
$782K - $877K
|
19.7K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.18K- 16.1% |
$686K - $770K
|
42.6K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.76K- 1.51% |
$483K - $542K
|
377K
$49.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.74K- 97.7% |
$482K - $541K
|
135
$17.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.16K- 69.54% |
$433K - $486K
|
2.26K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.74K- 99.75% |
$397K - $446K
|
12
$1.57K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.71K- 4.89% |
$395K - $443K
|
91.6K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.8K- 0.84% |
$235K - $264K
|
330K
$43.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.79K- 38.01% |
$234K - $263K
|
4.55K
$597K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.75K- 41.19% |
$231K - $259K
|
3.93K
$515K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.3K- 9.0% |
$193K - $216K
|
23.2K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 12.05% |
$156K - $175K
|
13.6K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.19K- 10.97% |
$99.8K - $112K
|
9.66K
$1.27M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.16K- 10.69% |
$97.5K - $109K
|
9.71K
$1.27M
|
|