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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-311- 2.93% |
$26.1K - $29.3K
|
10.3K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-250- 35.87% |
$21K - $23.5K
|
447
$62.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-200- 6.16% |
$16.8K - $18.8K
|
3.05K
$428K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-158- 1.47% |
$13.3K - $14.9K
|
10.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-84- 3.43% |
$7.05K - $7.91K
|
2.36K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 6.67% |
$3.36K - $3.77K
|
560
$78.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-26- 1.15% |
$2.18K - $2.45K
|
2.24K
$315K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-18- 2.8% |
$1.51K - $1.69K
|
625
$87.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.21% |
$755 - $847
|
4.37K
$614K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-379K- 71.34% |
$26.7M - $35.5M
|
152K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-155K- 74.23% |
$10.9M - $14.5M
|
53.9K
$7.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-154K- 54.1% |
$10.9M - $14.5M
|
131K
$18.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-54.4K- 61.45% |
$3.83M - $5.09M
|
34.1K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 50.35% |
$2.91M - $3.88M
|
40.8K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-30.4K- 21.62% |
$2.14M - $2.85M
|
110K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-12K- 74.79% |
$843K - $1.12M
|
4.03K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$958K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-10K- 51.19% |
$707K - $941K
|
9.58K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.7K- 7.07% |
$683K - $908K
|
128K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-8.83K- 5.15% |
$621K - $827K
|
162K
$22.8M
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.77KClosed |
$617K - $821K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$16.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$7.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.85K- 54.19% |
$412K - $548K
|
4.95K
$695K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-5.6K- 87.5% |
$394K - $524K
|
800
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.55K- 69.29% |
$390K - $519K
|
2.46K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-4.73K- 1.96% |
$333K - $443K
|
236K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.27K- 25.78% |
$230K - $307K
|
9.43K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.91K- 11.24% |
$205K - $272K
|
23K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.6K- 26.39% |
$183K - $244K
|
7.25K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.51K- 37.97% |
$176K - $235K
|
4.09K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.84K- 30.36% |
$130K - $173K
|
4.23K
$593K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.6K- 22.54% |
$113K - $150K
|
5.5K
$773K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 21.67% |
$95.3K - $127K
|
4.89K
$687K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 33.54% |
$94.3K - $126K
|
2.66K
$373K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.01K- 98.34% |
$70.9K - $94.3K
|
17
$2.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-750- 18.07% |
$52.8K - $70.2K
|
3.4K
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-651Closed |
$45.8K - $61K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550- 72.37% |
$38.7K - $51.5K
|
210
$29.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-366- 35.16% |
$25.8K - $34.3K
|
675
$94.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-258- 4.19% |
$18.2K - $24.2K
|
5.9K
$829K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-248- 67.76% |
$17.5K - $23.2K
|
118
$16.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-205- 70.69% |
$14.4K - $19.2K
|
85
$11.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.1% |
$14.1K - $18.7K
|
6.26K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-116- 2.27% |
$8.17K - $10.9K
|
5.01K
$703K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-47- 0.58% |
$3.31K - $4.4K
|
8.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 41.18% |
$986 - $1.31K
|
20
$2.81K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 12.05% |
$704 - $937
|
73
$10.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 31.58% |
$422 - $562
|
13
$1.83K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-4- 0.07% |
$282 - $375
|
5.48K
$769K
|
|