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 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.17M- 55.92% |
$122M - $158M
|
925K
$128M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-568K- 99.19% |
$59.3M - $76.6M
|
4.61K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-260K- 58.58% |
$27.1M - $35.1M
|
184K
$25.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-146K- 22.34% |
$15.3M - $19.8M
|
509K
$70.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-96.4K- 5.92% |
$10.1M - $13M
|
1.53M
$212M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-93.8K- 88.62% |
$9.8M - $12.7M
|
12.1K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-85.3K- 22.71% |
$8.91M - $11.5M
|
290K
$40.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-78.6K- 64.04% |
$8.2M - $10.6M
|
44.1K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-55.4K- 2.28% |
$5.79M - $7.48M
|
2.37M
$328M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-50K- 27.47% |
$5.22M - $6.75M
|
132K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-42.1K- 11.79% |
$4.39M - $5.68M
|
315K
$43.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36K- 62.77% |
$3.76M - $4.86M
|
21.3K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.4K- 99.9% |
$3.7M - $4.78M
|
34
$4.71K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-33.7K- 12.87% |
$3.52M - $4.55M
|
228K
$31.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-33.2K- 6.06% |
$3.47M - $4.48M
|
515K
$71.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-33.2K- 23.53% |
$3.47M - $4.48M
|
108K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-32.5K- 9.81% |
$3.39M - $4.39M
|
299K
$41.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-31.3K- 3.13% |
$3.27M - $4.23M
|
969K
$134M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-30.2K- 4.19% |
$3.15M - $4.07M
|
689K
$95.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-26.9K- 13.57% |
$2.81M - $3.63M
|
171K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-26.3K- 17.88% |
$2.75M - $3.56M
|
121K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26K- 3.96% |
$2.72M - $3.52M
|
631K
$87.4M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-21.2K- 7.03% |
$2.21M - $2.86M
|
280K
$38.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.45% |
$1.72M - $2.23M
|
656K
$90.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-15.7K- 22.32% |
$1.64M - $2.12M
|
54.7K
$7.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-13.5K- 6.09% |
$1.41M - $1.83M
|
209K
$28.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-13.3K- 0.88% |
$1.39M - $1.8M
|
1.49M
$206M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-13K- 8.46% |
$1.36M - $1.76M
|
141K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.7K- 3.24% |
$1.22M - $1.58M
|
348K
$48.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-9.5K- 6.94% |
$992K - $1.28M
|
127K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.17K- 6.09% |
$957K - $1.24M
|
141K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.05K- 40.05% |
$945K - $1.22M
|
13.6K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.52K- 67.95% |
$890K - $1.15M
|
4.02K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.46K- 4.32% |
$883K - $1.14M
|
187K
$25.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.41K- 3.22% |
$878K - $1.13M
|
253K
$35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.33K- 10.12% |
$870K - $1.12M
|
74K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-8.17K- 5.09% |
$853K - $1.1M
|
152K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.16K- 0.54% |
$852K - $1.1M
|
1.51M
$209M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-7.49K- 4.9% |
$782K - $1.01M
|
145K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.74K- 3.92% |
$704K - $910K
|
165K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6.51K- 2.28% |
$680K - $879K
|
279K
$38.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-6.29K- 13.83% |
$657K - $849K
|
39.2K
$5.43M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.15K- 11.04% |
$642K - $830K
|
49.5K
$6.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-6K- 13.53% |
$627K - $810K
|
38.4K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$627K - $810K
|
6K
$831K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.72K- 7.63% |
$598K - $773K
|
69.2K
$9.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.71K- 5.34% |
$596K - $770K
|
101K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.67K- 1.27% |
$592K - $765K
|
440K
$61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.51K- 38.63% |
$575K - $744K
|
8.75K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.35K- 3.04% |
$559K - $722K
|
171K
$23.6M
|