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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 15.29% |
$128K - $148K
|
7.69K
$977K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 10.2% |
$127K - $148K
|
12.2K
$1.54M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.38K- 27.09% |
$127K - $147K
|
3.71K
$471K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 8.97% |
$124K - $144K
|
13.6K
$1.73M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.33K- 2.04% |
$123K - $142K
|
64K
$8.13M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.31K- 22.02% |
$121K - $140K
|
4.65K
$591K
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.3K- 18.03% |
$120K - $139K
|
5.91K
$751K
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.28K- 3.65% |
$118K - $137K
|
33.8K
$4.29M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.28K- 0.57% |
$118K - $137K
|
223K
$28.3M
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.26K- 6.45% |
$116K - $135K
|
18.3K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.26K- 35.73% |
$116K - $135K
|
2.27K
$288K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.25K- 30.27% |
$115K - $133K
|
2.87K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.23K- 1.33% |
$113K - $131K
|
90.9K
$11.5M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.17K- 3.05% |
$108K - $125K
|
37.2K
$4.72M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.17K- 1.62% |
$108K - $125K
|
71.1K
$9.03M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 3.2% |
$107K - $124K
|
35.1K
$4.46M
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.16K- 0.22% |
$107K - $124K
|
526K
$66.9M
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.15K- 0.22% |
$106K - $123K
|
519K
$66M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.14K- 21.1% |
$105K - $122K
|
4.26K
$542K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.11K- 0.27% |
$102K - $118K
|
414K
$52.6M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.89% |
$99.5K - $116K
|
21K
$2.67M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 2.0% |
$97K - $113K
|
51.7K
$6.57M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.05K- 2.19% |
$96.7K - $112K
|
46.9K
$5.96M
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-1.05K- 11.75% |
$96.7K - $112K
|
7.89K
$1M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 9.47% |
$94.4K - $110K
|
9.8K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.02K- 14.6% |
$94.1K - $109K
|
5.98K
$760K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.01K- 19.51% |
$93.4K - $108K
|
4.18K
$531K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-990- 1.82% |
$91.1K - $106K
|
53.3K
$6.77M
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-941- 5.44% |
$86.6K - $101K
|
16.4K
$2.08M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-940- 3.03% |
$86.5K - $101K
|
30.1K
$3.82M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-939- 19.34% |
$86.5K - $100K
|
3.92K
$498K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-936- 97.1% |
$86.2K - $100K
|
28
$3.56K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-928- 5.78% |
$85.4K - $99.3K
|
15.1K
$1.92M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-928- 2.84% |
$85.4K - $99.3K
|
31.7K
$4.03M
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-926- 6.6% |
$85.3K - $99K
|
13.1K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-925- 13.33% |
$85.2K - $98.9K
|
6.02K
$764K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-925- 1.28% |
$85.2K - $98.9K
|
71.1K
$9.04M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-900- 11.86% |
$82.9K - $96.3K
|
6.69K
$850K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-899- 3.55% |
$82.8K - $96.2K
|
24.4K
$3.11M
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-896- 13.63% |
$82.5K - $95.8K
|
5.68K
$722K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-890- 2.4% |
$81.9K - $95.2K
|
36.2K
$4.6M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-864- 1.53% |
$79.5K - $92.4K
|
55.5K
$7.05M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-848- 4.34% |
$78.1K - $90.7K
|
18.7K
$2.38M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-824- 9.14% |
$75.9K - $88.1K
|
8.19K
$1.04M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-823- 3.04% |
$75.8K - $88K
|
26.3K
$3.34M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-814- 3.08% |
$74.9K - $87.1K
|
25.6K
$3.26M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-807- 10.36% |
$74.3K - $86.3K
|
6.98K
$887K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-783- 2.22% |
$72.1K - $83.7K
|
34.5K
$4.38M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-780- 0.73% |
$71.8K - $83.4K
|
107K
$13.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-772- 0.7% |
$71.1K - $82.6K
|
110K
$14M
|