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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-588- 3.47% |
$50.7K - $59.7K
|
16.4K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-560- 4.95% |
$48.3K - $56.9K
|
10.7K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-438- 10.76% |
$37.8K - $44.5K
|
3.63K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-404- 69.66% |
$34.8K - $41K
|
176
$25.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 66.67% |
$34.5K - $40.6K
|
200
$28.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-289- 10.59% |
$24.9K - $29.3K
|
2.44K
$348K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-260- 98.11% |
$22.4K - $26.4K
|
5
$713
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-163- 52.08% |
$14K - $16.5K
|
150
$21.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-136- 4.46% |
$11.7K - $13.8K
|
2.91K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 3.48% |
$8.45K - $9.95K
|
2.72K
$387K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-73- 5.69% |
$6.29K - $7.41K
|
1.21K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 0.67% |
$4.31K - $5.08K
|
7.45K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-45- 2.35% |
$3.88K - $4.57K
|
1.87K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 3.66% |
$3.36K - $3.96K
|
1.03K
$146K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-36- 1.32% |
$3.1K - $3.66K
|
2.69K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-35- 1.26% |
$3.02K - $3.55K
|
2.74K
$391K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.08% |
$431 - $508
|
6.2K
$884K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 1.44% |
$259 - $305
|
206
$29.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-23.3M- 98.94% |
$1.95B - $2.19B
|
250K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-950K- 73.08% |
$79.7M - $89.5M
|
350K
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-210K- 70.27% |
$17.6M - $19.7M
|
88.7K
$12.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-112K- 95.82% |
$9.42M - $10.6M
|
4.9K
$698K
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.2K- 1.95% |
$5.05M - $5.67M
|
3.02M
$431M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.4K- 93.91% |
$4.82M - $5.41M
|
3.73K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-13.5K- 78.01% |
$1.13M - $1.27M
|
3.79K
$540K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-10.3K- 50.65% |
$861K - $966K
|
10K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-9.32K- 32.11% |
$782K - $877K
|
19.7K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.18K- 16.1% |
$686K - $770K
|
42.6K
$6.07M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.23K- 17.05% |
$606K - $680K
|
35.2K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.76K- 1.51% |
$483K - $542K
|
377K
$53.7M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.74K- 99.75% |
$397K - $446K
|
12
$1.71K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.71K- 4.89% |
$395K - $443K
|
91.6K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.8K- 0.84% |
$235K - $264K
|
330K
$47.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.79K- 38.01% |
$234K - $263K
|
4.55K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.3K- 9.0% |
$193K - $216K
|
23.2K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 12.05% |
$156K - $175K
|
13.6K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.19K- 10.97% |
$99.8K - $112K
|
9.66K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 7.41% |
$83.9K - $94.2K
|
12.5K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-913- 1.77% |
$76.6K - $86K
|
50.5K
$7.2M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-902- 5.56% |
$75.7K - $84.9K
|
15.3K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-724- 6.71% |
$60.7K - $68.2K
|
10.1K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 33.33% |
$42K - $47.1K
|
1K
$143K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-412- 11.82% |
$34.6K - $38.8K
|
3.08K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-388- 12.33% |
$32.6K - $36.5K
|
2.76K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-311- 2.93% |
$26.1K - $29.3K
|
10.3K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-250- 35.87% |
$21K - $23.5K
|
447
$63.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-200- 6.16% |
$16.8K - $18.8K
|
3.05K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-158- 1.47% |
$13.3K - $14.9K
|
10.6K
$1.5M
|
|