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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-112- 52.83% |
$11.7K - $15.1K
|
100
$14K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-103- 1.35% |
$10.8K - $13.9K
|
7.53K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.4K - $13.5K
|
55.4K
$7.78M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-97- 4.35% |
$10.1K - $13.1K
|
2.13K
$300K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-93- 2.71% |
$9.71K - $12.6K
|
3.34K
$469K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-80- 4.14% |
$8.35K - $10.8K
|
1.85K
$260K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$57.6K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 73.33% |
$6.89K - $8.91K
|
24
$3.37K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 7.53% |
$6.89K - $8.91K
|
811
$114K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$81.8K
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-59- 2.22% |
$6.16K - $7.96K
|
2.6K
$366K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-47- 4.49% |
$4.91K - $6.34K
|
1K
$140K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-43- 2.17% |
$4.49K - $5.8K
|
1.94K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-37- 1.41% |
$3.86K - $4.99K
|
2.59K
$364K
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 1.29% |
$3.45K - $4.45K
|
2.52K
$354K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$140K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-29- 1.53% |
$3.03K - $3.91K
|
1.87K
$262K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 19.26% |
$2.71K - $3.51K
|
109
$15.3K
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-24- 25.26% |
$2.51K - $3.24K
|
71
$9.97K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-18- 0.11% |
$1.88K - $2.43K
|
16.3K
$2.29M
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-16- 13.68% |
$1.67K - $2.16K
|
101
$14.2K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 28.85% |
$1.57K - $2.02K
|
37
$5.2K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 0.94% |
$1.04K - $1.35K
|
1.06K
$149K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8- 0.39% |
$835 - $1.08K
|
2.05K
$288K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-5- 0.16% |
$522 - $675
|
3.11K
$437K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.66% |
$418 - $540
|
601
$84.4K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-123K- 24.74% |
$11.3M - $13.1M
|
374K
$52.5M
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-38.2K- 59.09% |
$3.52M - $4.09M
|
26.5K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-19.6K- 9.89% |
$1.8M - $2.1M
|
179K
$25.1M
|
|
Nov 13, 2024
Q3 2024
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-19.1K- 57.7% |
$1.76M - $2.04M
|
14K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-16K- 85.19% |
$1.47M - $1.71M
|
2.78K
$390K
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.1K- 82.51% |
$1.12M - $1.3M
|
2.57K
$361K
|
|
Nov 08, 2024
Q3 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-10.5K- 51.54% |
$967K - $1.12M
|
9.87K
$1.39M
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-9.49K- 28.77% |
$873K - $1.01M
|
23.5K
$3.3M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-4.04K- 2.83% |
$372K - $433K
|
139K
$19.5M
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
CALL |
-3.6K- 51.43% |
$331K - $385K
|
3.4K
$478K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-3.4K- 6.19% |
$313K - $364K
|
51.5K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.14K- 87.0% |
$289K - $336K
|
470
$66K
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-3.13K- 1.4% |
$288K - $335K
|
220K
$30.9M
|
|
Nov 13, 2024
Q3 2024
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-3K- 26.09% |
$276K - $321K
|
8.5K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.46K- 6.97% |
$135K - $156K
|
19.5K
$2.74M
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.42K- 25.63% |
$131K - $152K
|
4.13K
$580K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-1.4K- 16.09% |
$129K - $150K
|
7.3K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.26K- 6.45% |
$116K - $135K
|
18.3K
$2.58M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.14K- 21.1% |
$105K - $122K
|
4.26K
$599K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-936- 97.1% |
$86.2K - $100K
|
28
$3.93K
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-703- 0.33% |
$64.7K - $75.2K
|
210K
$29.5M
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 24.75% |
$55.2K - $64.2K
|
1.82K
$256K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$313K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$946K
|