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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-418- 87.45% |
$38.5K - $44.7K
|
60
$8.43K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-373- 0.71% |
$34.3K - $39.9K
|
52.5K
$7.37M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-325- 39.39% |
$29.9K - $34.8K
|
500
$70.2K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-322- 12.28% |
$29.6K - $34.4K
|
2.3K
$323K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$894K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 8.9% |
$27.6K - $32.1K
|
3.07K
$431K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-297- 0.09% |
$27.3K - $31.8K
|
332K
$46.7M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-241- 91.98% |
$22.2K - $25.8K
|
21
$2.95K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-186- 4.74% |
$17.1K - $19.9K
|
3.74K
$525K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-145- 3.61% |
$13.4K - $15.5K
|
3.88K
$544K
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-116- 3.55% |
$10.7K - $12.4K
|
3.15K
$443K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-105- 53.03% |
$9.67K - $11.2K
|
93
$13.1K
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-100- 7.87% |
$9.21K - $10.7K
|
1.17K
$164K
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-55- 0.86% |
$5.06K - $5.88K
|
6.38K
$895K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-55- 31.61% |
$5.06K - $5.88K
|
119
$16.7K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-50- 2.28% |
$4.6K - $5.35K
|
2.15K
$301K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.16% |
$3.68K - $4.28K
|
25.3K
$3.56M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-35- 50.0% |
$3.22K - $3.74K
|
35
$4.92K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-33- 1.25% |
$3.04K - $3.53K
|
2.6K
$365K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 10.89% |
$2.49K - $2.89K
|
221
$31K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 3.4% |
$1.84K - $2.14K
|
568
$79.8K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-17- 14.17% |
$1.57K - $1.82K
|
103
$14.5K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-15- 0.49% |
$1.38K - $1.6K
|
3.04K
$427K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 1.09% |
$1.01K - $1.18K
|
1K
$140K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10- 17.86% |
$921 - $1.07K
|
46
$6.46K
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 0.08% |
$644 - $749
|
9.16K
$1.29M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 2.44% |
$460 - $535
|
200
$28.1K
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1- -0.0% |
$92.1 - $107
|
25K
$3.51M
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.85M- 5.44% |
$418M - $493M
|
84.4M
$11.9B
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.03M- 69.2% |
$347M - $409M
|
1.79M
$252M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-272K- 53.41% |
$23.4M - $27.6M
|
237K
$33.3M
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-83.1K- 70.67% |
$7.16M - $8.44M
|
34.5K
$4.85M
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-46.4K- 95.08% |
$4M - $4.71M
|
2.41K
$338K
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-23.5K- 87.31% |
$2.03M - $2.39M
|
3.42K
$480K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-19.8K- 9.31% |
$1.71M - $2.01M
|
193K
$27.1M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-12.9K- 55.05% |
$1.11M - $1.31M
|
10.6K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-11.7K- 80.19% |
$1.01M - $1.19M
|
2.89K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-9.04K- 68.99% |
$779K - $917K
|
4.06K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.1K- 34.84% |
$698K - $822K
|
15.1K
$2.13M
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-7.03KClosed |
$605K - $713K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-6.87K- 20.52% |
$592K - $698K
|
26.6K
$3.74M
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.13K- 13.57% |
$356K - $419K
|
26.3K
$3.69M
|
|
Aug 14, 2024
Q2 2024
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 39.65% |
$261K - $308K
|
4.61K
$648K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.38K- 36.35% |
$205K - $242K
|
4.17K
$585K
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-2.1K- 26.28% |
$181K - $213K
|
5.89K
$827K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.89K- 32.9% |
$163K - $192K
|
3.86K
$542K
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.84K- 8.82% |
$158K - $186K
|
19K
$2.67M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 31.99% |
$158K - $186K
|
3.89K
$547K
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.8K- 96.06% |
$155K - $183K
|
74
$10.4K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.69% |
$111K - $131K
|
46.6K
$6.55M
|