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 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 2.92% |
$1.92M - $2.31M
|
762K
$119M
|
|
|
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
$861K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-902- 11.83% |
$75.7K - $90.9K
|
6.73K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-600- 50.0% |
$50.4K - $60.5K
|
600
$94K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 7.95% |
$35.7K - $42.9K
|
4.92K
$771K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-369- 4.59% |
$31K - $37.2K
|
7.67K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-196- 47.0% |
$16.5K - $19.8K
|
221
$34.6K
|
|
|
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
$525K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-111- 61.33% |
$9.32K - $11.2K
|
70
$11K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 5.22% |
$4.45K - $5.34K
|
963
$151K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-19- 11.11% |
$1.6K - $1.92K
|
152
$23.8K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-166K- 86.15% |
$12.5M - $15.5M
|
26.7K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-46K- 73.51% |
$3.47M - $4.28M
|
16.6K
$2.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-26.6K- 4.12% |
$2M - $2.48M
|
620K
$97M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-21.3K- 89.87% |
$1.6M - $1.98M
|
2.4K
$376K
|
|
|
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
$20.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.41K- 9.1% |
$257K - $318K
|
34.1K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.07K- 30.45% |
$231K - $286K
|
7.01K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.79K- 2.02% |
$210K - $260K
|
136K
$21.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.34K- 26.22% |
$101K - $125K
|
3.77K
$590K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-745- 1.76% |
$56.1K - $69.3K
|
41.6K
$6.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-727- 4.53% |
$54.7K - $67.6K
|
15.3K
$2.4M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-500Closed |
$37.7K - $46.5K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-374- 8.42% |
$28.2K - $34.8K
|
4.07K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-371- 5.95% |
$27.9K - $34.5K
|
5.87K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-310- 98.41% |
$23.3K - $28.8K
|
5
$783
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-306- 5.68% |
$23K - $28.5K
|
5.08K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-185- 3.76% |
$13.9K - $17.2K
|
4.74K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-173- 3.29% |
$13K - $16.1K
|
5.08K
$796K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-149- 7.78% |
$11.2K - $13.9K
|
1.77K
$277K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-136- 1.47% |
$10.2K - $12.7K
|
9.11K
$1.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.05% |
$9.79K - $12.1K
|
4.13K
$647K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-63- 0.11% |
$4.74K - $5.86K
|
55.3K
$8.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-14- 1.38% |
$1.05K - $1.3K
|
1K
$157K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-319K- 15.74% |
$6.98M - $28.8M
|
1.71M
$268M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-179KClosed |
$3.91M - $16.1M
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-28.3K- 84.73% |
$618K - $2.55M
|
5.1K
$799K
|
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-17.6K- 14.36% |
$385K - $1.59M
|
105K
$16.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-16.1K- 1.93% |
$351K - $1.45M
|
816K
$128M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.2K- 78.07% |
$331K - $1.37M
|
4.26K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-9.3K- 71.0% |
$203K - $838K
|
3.8K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.66K- 15.85% |
$102K - $420K
|
24.7K
$3.87M
|
|
|
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
$22.1M
|
|
|
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
$1.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.06K- 7.09% |
$44.9K - $185K
|
26.9K
$4.22M
|
|