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 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-9.5K- 6.94% |
$992K - $1.28M
|
127K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.74K- 3.92% |
$704K - $910K
|
165K
$25.9M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.16K- 64.48% |
$539K - $696K
|
2.84K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
PUT |
-5K- 33.33% |
$522K - $675K
|
10K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.38K- 31.14% |
$458K - $592K
|
9.69K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.15K- 9.91% |
$433K - $560K
|
37.7K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-3.7K- 24.18% |
$386K - $499K
|
11.6K
$1.82M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3.59K- 10.01% |
$375K - $485K
|
32.3K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-2.3K- 42.59% |
$240K - $310K
|
3.1K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-1.71K- 41.84% |
$179K - $231K
|
2.38K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.66K- 4.46% |
$173K - $223K
|
35.4K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.4K- 5.81% |
$147K - $189K
|
22.7K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.13K- 3.82% |
$118K - $153K
|
28.5K
$4.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$7.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-906- 5.06% |
$94.6K - $122K
|
17K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$793K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-803- 0.47% |
$83.8K - $108K
|
169K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-635- 45.1% |
$66.3K - $85.7K
|
773
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-593- 24.67% |
$61.9K - $80K
|
1.81K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-535- 5.23% |
$55.9K - $72.2K
|
9.69K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Robotti Robert
New York, NY |
SELL
|
- |
-500- 6.93% |
$52.2K - $67.5K
|
6.72K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-402- 18.31% |
$42K - $54.3K
|
1.79K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-350- 10.52% |
$36.5K - $47.2K
|
2.98K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-349- 97.49% |
$36.4K - $47.1K
|
9
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-260- 12.85% |
$27.1K - $35.1K
|
1.76K
$276K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.01% |
$26.1K - $33.7K
|
12.2K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 10.9% |
$22.3K - $28.9K
|
1.75K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-189- 2.36% |
$19.7K - $25.5K
|
7.81K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-172- 4.78% |
$18K - $23.2K
|
3.43K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-165- 7.63% |
$17.2K - $22.3K
|
2K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-112- 52.83% |
$11.7K - $15.1K
|
100
$15.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-103- 1.35% |
$10.8K - $13.9K
|
7.53K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-100- 0.18% |
$10.4K - $13.5K
|
55.4K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-97- 4.35% |
$10.1K - $13.1K
|
2.13K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-93- 2.71% |
$9.71K - $12.6K
|
3.34K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 15.98% |
$8.14K - $10.5K
|
410
$64.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 7.53% |
$6.89K - $8.91K
|
811
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-64- 9.91% |
$6.68K - $8.64K
|
582
$91.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-47- 4.49% |
$4.91K - $6.34K
|
1K
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-43- 2.17% |
$4.49K - $5.8K
|
1.94K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-37- 1.41% |
$3.86K - $4.99K
|
2.59K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 1.29% |
$3.45K - $4.45K
|
2.52K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 2.91% |
$3.13K - $4.05K
|
1K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-26- 19.26% |
$2.71K - $3.51K
|
109
$17.1K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-24- 25.26% |
$2.51K - $3.24K
|
71
$11.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-16- 13.68% |
$1.67K - $2.16K
|
101
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-15- 28.85% |
$1.57K - $2.02K
|
37
$5.8K
|