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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.08K- 12.52% |
$333K - $386K
|
28.5K
$3.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.95K- 5.84% |
$323K - $374K
|
63.7K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 50.61% |
$278K - $323K
|
3.33K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3K- 33.33% |
$245K - $284K
|
6K
$808K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99KClosed |
$244K - $283K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.19K- 9.42% |
$179K - $207K
|
21.1K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.13K- 45.1% |
$174K - $202K
|
2.6K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34K- 6.26% |
$109K - $127K
|
20.1K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.25K- 27.35% |
$102K - $118K
|
3.31K
$446K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.16K- 24.33% |
$94.6K - $110K
|
3.61K
$486K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-864- 94.32% |
$70.5K - $81.8K
|
52
$7K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-670- 72.04% |
$54.7K - $63.4K
|
260
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-508- 7.23% |
$41.5K - $48.1K
|
6.52K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-460- 4.89% |
$37.6K - $43.5K
|
8.95K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-453- 13.8% |
$37K - $42.9K
|
2.83K
$381K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-294Closed |
$24K - $27.8K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-290- 8.35% |
$23.7K - $27.5K
|
3.19K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-266- 15.51% |
$21.7K - $25.2K
|
1.45K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-251- 15.84% |
$20.5K - $23.8K
|
1.33K
$180K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-127- 42.33% |
$10.4K - $12K
|
173
$23.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-116- 4.59% |
$9.47K - $11K
|
2.41K
$324K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 0.12% |
$6.53K - $7.57K
|
64.1K
$8.64M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-68- 1.47% |
$5.55K - $6.44K
|
4.55K
$612K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.95% |
$4.08K - $4.73K
|
960
$129K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-48- 3.3% |
$3.92K - $4.54K
|
1.41K
$189K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.42% |
$2.86K - $3.31K
|
2.42K
$326K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-28- 2.31% |
$2.29K - $2.65K
|
1.18K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$735 - $852
|
6.97K
$939K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 11.76% |
$653 - $757
|
60
$8.08K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.97% |
$490 - $568
|
298
$40.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 50.0% |
$81.7 - $94.7
|
1
$135
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-334K- 98.83% |
$27.1M - $30.4M
|
3.96K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-107K- 9.53% |
$8.68M - $9.74M
|
1.01M
$137M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72K- 61.05% |
$5.85M - $6.56M
|
45.9K
$6.19M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-43KClosed |
$3.49M - $3.91M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 47.78% |
$1.08M - $1.21M
|
14.6K
$1.96M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67K- 69.13% |
$785K - $881K
|
4.32K
$582K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.49K- 3.45% |
$608K - $682K
|
210K
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.88K- 54.41% |
$315K - $353K
|
3.25K
$437K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.6K- 8.53% |
$211K - $237K
|
27.9K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.42K- 49.19% |
$197K - $221K
|
2.5K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 25.69% |
$151K - $169K
|
5.38K
$724K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-942- 14.58% |
$76.5K - $85.8K
|
5.52K
$744K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-765- 16.16% |
$62.1K - $69.7K
|
3.97K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-360- 4.56% |
$29.2K - $32.8K
|
7.54K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-256- 13.27% |
$20.8K - $23.3K
|
1.67K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-168- 4.15% |
$13.6K - $15.3K
|
3.88K
$523K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-154- 6.55% |
$12.5K - $14K
|
2.2K
$296K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 18.5% |
$12.2K - $13.7K
|
661
$89K
|
|