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 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 18.5% |
$12.2K - $13.7K
|
661
$86.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$8.12K - $9.11K
|
200
$26.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 4.41% |
$5.28K - $5.92K
|
1.41K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.18% |
$1.3K - $1.46K
|
8.71K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 12.2% |
$812 - $911
|
72
$9.45K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$406 - $456
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-31.9K- 80.96% |
$2.68M - $3.22M
|
7.5K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 2.92% |
$1.92M - $2.31M
|
762K
$99.9M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.55KClosed |
$214K - $258K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.06K- 27.2% |
$173K - $207K
|
5.5K
$722K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-902- 11.83% |
$75.7K - $90.9K
|
6.73K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-600- 50.0% |
$50.4K - $60.5K
|
600
$78.7K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-545- 19.13% |
$45.8K - $55K
|
2.3K
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 7.95% |
$35.7K - $42.9K
|
4.92K
$646K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-388- 97.0% |
$32.6K - $39.1K
|
12
$1.57K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-369- 4.59% |
$31K - $37.2K
|
7.67K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-359- 11.6% |
$30.1K - $36.2K
|
2.74K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-196- 47.0% |
$16.5K - $19.8K
|
221
$29K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-160Closed |
$13.4K - $16.1K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-158- 4.5% |
$13.3K - $15.9K
|
3.35K
$440K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-141- 5.48% |
$11.8K - $14.2K
|
2.43K
$319K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-111- 61.33% |
$9.32K - $11.2K
|
70
$9.18K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 5.22% |
$4.45K - $5.34K
|
963
$126K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-19- 11.11% |
$1.6K - $1.92K
|
152
$19.9K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-243K- 99.87% |
$18.3M - $22.6M
|
311
$40.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-166K- 86.15% |
$12.5M - $15.5M
|
26.7K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-46K- 73.51% |
$3.47M - $4.28M
|
16.6K
$2.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-26.6K- 4.12% |
$2M - $2.48M
|
620K
$81.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-21.3K- 89.87% |
$1.6M - $1.98M
|
2.4K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-16.5K- 8.06% |
$1.24M - $1.54M
|
188K
$24.7M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-9.24KClosed |
$696K - $860K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-4.78K- 97.37% |
$360K - $445K
|
129
$16.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 9.1% |
$257K - $318K
|
34.1K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 30.45% |
$231K - $286K
|
7.01K
$920K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.79K- 2.02% |
$210K - $260K
|
136K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Robotti Robert
New York, NY |
SELL
|
- |
-2K- 21.7% |
$151K - $186K
|
7.22K
$947K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.34K- 26.22% |
$101K - $125K
|
3.77K
$494K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-745- 1.76% |
$56.1K - $69.3K
|
41.6K
$5.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-727- 4.53% |
$54.7K - $67.6K
|
15.3K
$2.01M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-500Closed |
$37.7K - $46.5K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-379- 13.72% |
$28.5K - $35.3K
|
2.38K
$313K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-374- 8.42% |
$28.2K - $34.8K
|
4.07K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-371- 5.95% |
$27.9K - $34.5K
|
5.87K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 98.41% |
$23.3K - $28.8K
|
5
$656
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-306- 5.68% |
$23K - $28.5K
|
5.08K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-185- 3.76% |
$13.9K - $17.2K
|
4.74K
$621K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-173- 3.29% |
$13K - $16.1K
|
5.08K
$667K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-149- 7.78% |
$11.2K - $13.9K
|
1.77K
$232K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 1.47% |
$10.2K - $12.7K
|
9.11K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.05% |
$9.79K - $12.1K
|
4.13K
$542K
|
|