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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34- 2.68% |
$2.56K - $3.16K
|
1.23K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-33- 0.72% |
$2.48K - $3.07K
|
4.53K
$610K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-14- 1.38% |
$1.05K - $1.3K
|
1K
$135K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.34% |
$226 - $279
|
887
$119K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-319K- 15.74% |
$6.98M - $28.8M
|
1.71M
$230M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-179KClosed |
$3.91M - $16.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-28.5K- 74.03% |
$622K - $2.57M
|
10K
$1.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-28.3K- 84.73% |
$618K - $2.55M
|
5.1K
$687K
|
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-17.6K- 14.36% |
$385K - $1.59M
|
105K
$14.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.1K- 1.93% |
$351K - $1.45M
|
816K
$110M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.2K- 78.07% |
$331K - $1.37M
|
4.26K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9.3K- 71.0% |
$203K - $838K
|
3.8K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.66K- 15.85% |
$102K - $420K
|
24.7K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.03KClosed |
$88K - $363K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.88K- 2.68% |
$84.8K - $350K
|
141K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.76KClosed |
$82.1K - $339K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-2.93K- 27.52% |
$64K - $264K
|
7.72K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.06K- 7.09% |
$44.9K - $185K
|
26.9K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.7K- 27.77% |
$37.1K - $153K
|
4.42K
$595K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.6KClosed |
$34.9K - $144K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.04K- 1.03% |
$22.7K - $93.8K
|
99.6K
$13.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-890- 8.04% |
$19.4K - $80.2K
|
10.2K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-783- 18.6% |
$17.1K - $70.6K
|
3.43K
$462K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-521Closed |
$11.4K - $47K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-517- 0.41% |
$11.3K - $46.6K
|
125K
$16.8M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-452- 12.96% |
$9.87K - $40.7K
|
3.04K
$409K
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-420- 3.22% |
$9.17K - $37.9K
|
12.6K
$1.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-356- 9.39% |
$7.78K - $32.1K
|
3.43K
$463K
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-349- 11.08% |
$7.62K - $31.5K
|
2.8K
$377K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-332- 22.31% |
$7.25K - $29.9K
|
1.16K
$156K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-300Closed |
$6.55K - $27K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-269- 6.71% |
$5.87K - $24.3K
|
3.74K
$503K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-245- 1.87% |
$5.35K - $22.1K
|
12.8K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-224- 0.21% |
$4.89K - $20.2K
|
107K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-215- 6.41% |
$4.7K - $19.4K
|
3.14K
$423K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-153- 0.65% |
$3.34K - $13.8K
|
23.5K
$3.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-61- 67.03% |
$1.33K - $5.5K
|
30
$4.04K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26- 17.11% |
$568 - $2.34K
|
126
$17K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10- 6.58% |
$218 - $902
|
142
$19.1K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-910K- 85.85% |
$66.3M - $82.5M
|
150K
$20.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-521K- 49.39% |
$38M - $47.2M
|
534K
$71.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Crake Asset Management LLP
London, X0 |
SELL
|
- |
-491KClosed |
$35.8M - $44.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sandler Capital Management
New York, NY |
SELL
|
PUT |
-330K- 86.84% |
$24.1M - $29.9M
|
50K
$6.73M
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-203KClosed |
$14.8M - $18.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-195KClosed |
$14.2M - $17.7M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-150KClosed |
$10.9M - $13.6M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-148K- 96.61% |
$10.8M - $13.4M
|
5.2K
$700K
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-146KClosed |
$10.6M - $13.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-130K- 65.0% |
$9.48M - $11.8M
|
70K
$9.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Loews Corp
New York, NY |
SELL
|
- |
-115KClosed |
$8.38M - $10.4M
|
0
$0
|
|