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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.04K- 95.76% |
$109K - $140K
|
46
$6.39K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 11.85% |
$108K - $140K
|
7.72K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.02K- 2.64% |
$106K - $138K
|
37.6K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.01K- 31.36% |
$105K - $136K
|
2.2K
$306K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-975- 5.69% |
$102K - $132K
|
16.2K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-962- 4.83% |
$100K - $130K
|
19K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-936- 21.57% |
$97.7K - $126K
|
3.4K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-920- 1.22% |
$96.1K - $124K
|
74.5K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-905- 3.45% |
$94.5K - $122K
|
25.3K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-896- 3.97% |
$93.6K - $121K
|
21.7K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-887- 0.38% |
$92.6K - $120K
|
230K
$32M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-877- 22.3% |
$91.6K - $118K
|
3.06K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-875- 31.82% |
$91.4K - $118K
|
1.88K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-852- 11.4% |
$89K - $115K
|
6.62K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-850- 14.38% |
$88.8K - $115K
|
5.06K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-847- 14.0% |
$88.4K - $114K
|
5.21K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-846- 8.62% |
$88.3K - $114K
|
8.97K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-832- 16.83% |
$86.9K - $112K
|
4.11K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-829- 1.86% |
$86.6K - $112K
|
43.8K
$6.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-828- 0.42% |
$86.5K - $112K
|
196K
$27.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 10.06% |
$86K - $111K
|
7.37K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-809- 2.07% |
$84.5K - $109K
|
38.2K
$5.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-802- 12.24% |
$83.7K - $108K
|
5.75K
$799K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-800- 1.96% |
$83.5K - $108K
|
40.1K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-756- 5.6% |
$78.9K - $102K
|
12.7K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-743- 28.1% |
$77.6K - $100K
|
1.9K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-731- 6.45% |
$76.3K - $98.7K
|
10.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-719- 0.93% |
$75.1K - $97.1K
|
76.3K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-704- 6.24% |
$73.5K - $95K
|
10.6K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-702- 27.71% |
$73.3K - $94.8K
|
1.83K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-701- 3.14% |
$73.2K - $94.6K
|
21.7K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 3.59% |
$73.1K - $94.5K
|
18.8K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-693- 14.39% |
$72.4K - $93.5K
|
4.12K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-670- 1.49% |
$70K - $90.4K
|
44.3K
$6.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-665- 6.84% |
$69.4K - $89.8K
|
9.06K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-636- 19.89% |
$66.4K - $85.9K
|
2.56K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-609- 1.24% |
$63.6K - $82.2K
|
48.5K
$6.74M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-608- 0.33% |
$63.5K - $82.1K
|
184K
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-608- 8.64% |
$63.5K - $82.1K
|
6.43K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-607- 3.56% |
$63.4K - $81.9K
|
16.5K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-593- 24.67% |
$61.9K - $80K
|
1.81K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-586- 1.13% |
$61.2K - $79.1K
|
51.1K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-586- 15.16% |
$61.2K - $79.1K
|
3.28K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-583- 17.98% |
$60.9K - $78.7K
|
2.66K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-581- 5.8% |
$60.7K - $78.4K
|
9.44K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-559- 5.34% |
$58.4K - $75.5K
|
9.92K
$1.38M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-556- 3.86% |
$58.1K - $75.1K
|
13.9K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-554- 37.61% |
$57.8K - $74.8K
|
919
$128K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-549- 10.63% |
$57.3K - $74.1K
|
4.61K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-546- 0.8% |
$57K - $73.7K
|
67.6K
$9.38M
|