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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-444- 1.57% |
$40.9K - $47.5K
|
27.8K
$3.55M
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-440- 12.68% |
$40.5K - $47.1K
|
3.03K
$387K
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-440- 2.04% |
$40.5K - $47.1K
|
21.2K
$2.7M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-427- 15.08% |
$39.3K - $45.7K
|
2.4K
$307K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-418- 87.45% |
$38.5K - $44.7K
|
60
$7.66K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-412- 7.15% |
$37.9K - $44.1K
|
5.35K
$683K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-392- 3.63% |
$36.1K - $41.9K
|
10.4K
$1.33M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-392- 7.35% |
$36.1K - $41.9K
|
4.94K
$632K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-391- 6.8% |
$36K - $41.8K
|
5.36K
$684K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-389- 1.71% |
$35.8K - $41.6K
|
22.3K
$2.85M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-387- 1.09% |
$35.6K - $41.4K
|
35K
$4.47M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-384- 1.34% |
$35.4K - $41.1K
|
28.3K
$3.61M
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-379- 5.9% |
$34.9K - $40.5K
|
6.05K
$773K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-373- 0.71% |
$34.3K - $39.9K
|
52.5K
$6.7M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-359- 0.9% |
$33.1K - $38.4K
|
39.5K
$5.04M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-351- 11.65% |
$32.3K - $37.5K
|
2.66K
$340K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-348- 4.6% |
$32K - $37.2K
|
7.22K
$922K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-343- 7.7% |
$31.6K - $36.7K
|
4.11K
$525K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-343- 2.0% |
$31.6K - $36.7K
|
16.8K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-341- 0.86% |
$31.4K - $36.5K
|
39.5K
$5.04M
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-339- 4.85% |
$31.2K - $36.3K
|
6.65K
$850K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$31.1K - $36.2K
|
25.5K
$3.25M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-334- 4.1% |
$30.8K - $35.7K
|
7.81K
$998K
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-330- 7.58% |
$30.4K - $35.3K
|
4.02K
$514K
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-330- 0.63% |
$30.4K - $35.3K
|
52.3K
$6.69M
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-329- 3.83% |
$30.3K - $35.2K
|
8.27K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-325- 39.39% |
$29.9K - $34.8K
|
500
$63.9K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-322- 12.28% |
$29.6K - $34.4K
|
2.3K
$294K
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-321- 10.19% |
$29.6K - $34.3K
|
2.83K
$361K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-314- 1.99% |
$28.9K - $33.6K
|
15.5K
$1.98M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-314- 4.98% |
$28.9K - $33.6K
|
5.99K
$765K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-313- 4.55% |
$28.8K - $33.5K
|
6.57K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-304- 4.56% |
$28K - $32.5K
|
6.36K
$813K
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-302- 1.95% |
$27.8K - $32.3K
|
15.2K
$1.94M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-301- 1.32% |
$27.7K - $32.2K
|
22.5K
$2.87M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 8.9% |
$27.6K - $32.1K
|
3.07K
$392K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 7.4% |
$27.6K - $32.1K
|
3.75K
$479K
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-299- 4.49% |
$27.5K - $32K
|
6.36K
$812K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 1.68% |
$27.5K - $32K
|
17.4K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-298- 1.1% |
$27.4K - $31.9K
|
26.7K
$3.41M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-297- 0.09% |
$27.3K - $31.8K
|
332K
$42.5M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 0.83% |
$27.3K - $31.8K
|
35.4K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-296- 0.27% |
$27.3K - $31.7K
|
108K
$13.8M
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-294- 4.12% |
$27.1K - $31.4K
|
6.84K
$874K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-292- 2.75% |
$26.9K - $31.2K
|
10.3K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-290- 7.14% |
$26.7K - $31K
|
3.77K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-287- 1.05% |
$26.4K - $30.7K
|
27.1K
$3.46M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 29.65% |
$26.1K - $30.4K
|
674
$86.1K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-281- 0.87% |
$25.9K - $30.1K
|
32K
$4.08M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-280- 1.1% |
$25.8K - $29.9K
|
25.1K
$3.21M
|