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 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.71KClosed |
$351K - $388K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.7KClosed |
$351K - $387K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$343K - $379K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-3.51KClosed |
$333K - $368K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.31KClosed |
$314K - $347K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.9KClosed |
$275K - $304K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.8KClosed |
$266K - $293K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.19KClosed |
$208K - $230K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-2.16KClosed |
$205K - $226K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.07KClosed |
$197K - $217K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$115K - $127K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-693Closed |
$65.7K - $72.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-659Closed |
$62.5K - $69K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-386Closed |
$36.6K - $40.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-306Closed |
$29K - $32K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-250Closed |
$23.7K - $26.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-215Closed |
$20.4K - $22.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-209- 1.86% |
$19.8K - $21.9K
|
11K
$1.55M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-176Closed |
$16.7K - $18.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-128Closed |
$12.1K - $13.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-105Closed |
$9.96K - $11K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-76Closed |
$7.21K - $7.95K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-56Closed |
$5.31K - $5.86K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-43Closed |
$4.08K - $4.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-34Closed |
$3.22K - $3.56K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$190 - $209
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-750KClosed |
$65.7M - $79.1M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-179KClosed |
$15.6M - $18.8M
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$8.76M - $10.5M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-82.1KClosed |
$7.19M - $8.65M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-30KClosed |
$2.63M - $3.16M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-22.5KClosed |
$1.97M - $2.37M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-16.3KClosed |
$1.43M - $1.72M
|
0
$0
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.5KClosed |
$1.1M - $1.32M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.2KClosed |
$979K - $1.18M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-10.2KClosed |
$893K - $1.07M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-10.1KClosed |
$888K - $1.07M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.14KClosed |
$538K - $648K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.47KClosed |
$479K - $577K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.03KClosed |
$353K - $425K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.35KClosed |
$294K - $353K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3.2KClosed |
$280K - $337K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.35KClosed |
$206K - $247K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
SELL
|
- |
-589- 11.07% |
$51.6K - $62.1K
|
4.73K
$665K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-500Closed |
$43.8K - $52.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$17.5K - $21.1K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-179Closed |
$15.7K - $18.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-168Closed |
$14.7K - $17.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44Closed |
$3.86K - $4.64K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-36Closed |
$3.16K - $3.8K
|
0
$0
|