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 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-765- 6.35% |
$70.4K - $81.8K
|
11.3K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-755- 15.53% |
$69.5K - $80.8K
|
4.11K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-719- 3.06% |
$66.2K - $76.9K
|
22.8K
$2.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-718- 2.58% |
$66.1K - $76.8K
|
27.1K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-707- 14.05% |
$65.1K - $75.6K
|
4.32K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-705- 2.13% |
$64.9K - $75.4K
|
32.4K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-703- 0.33% |
$64.7K - $75.2K
|
210K
$26.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.99% |
$64.4K - $74.9K
|
70.1K
$8.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-699- 0.92% |
$64.4K - $74.8K
|
75K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-695- 2.53% |
$64K - $74.3K
|
26.8K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-688- 13.5% |
$63.3K - $73.6K
|
4.41K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-687- 30.38% |
$63.3K - $73.5K
|
1.57K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-680- 6.33% |
$62.6K - $72.7K
|
10.1K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-673- 2.9% |
$62K - $72K
|
22.6K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-650- 2.58% |
$59.8K - $69.5K
|
24.5K
$3.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-650- 3.75% |
$59.8K - $69.5K
|
16.7K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-645- 1.61% |
$59.4K - $69K
|
39.4K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-633- 18.16% |
$58.3K - $67.7K
|
2.85K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-620- 2.84% |
$57.1K - $66.3K
|
21.2K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-603- 9.67% |
$55.5K - $64.5K
|
5.63K
$716K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 50.0% |
$55.2K - $64.2K
|
600
$76.2K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-586- 0.29% |
$54K - $62.7K
|
200K
$25.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-583- 9.66% |
$53.7K - $62.4K
|
5.45K
$693K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-580- 40.56% |
$53.4K - $62K
|
850
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-579- 11.63% |
$53.3K - $61.9K
|
4.4K
$559K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-571- 42.77% |
$52.6K - $61.1K
|
764
$97.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-568- 1.02% |
$52.3K - $60.8K
|
55.1K
$7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-561- 6.4% |
$51.7K - $60K
|
8.21K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-556- 10.89% |
$51.2K - $59.5K
|
4.55K
$578K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-555- 2.25% |
$51.1K - $59.4K
|
24.1K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-551- 45.69% |
$50.7K - $58.9K
|
655
$83.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-551- 7.11% |
$50.7K - $58.9K
|
7.2K
$914K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-550- 3.63% |
$50.6K - $58.8K
|
14.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-549- 4.82% |
$50.5K - $58.7K
|
10.9K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-548- 2.04% |
$50.5K - $58.6K
|
26.3K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-540- 6.32% |
$49.7K - $57.8K
|
8K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-537- 2.19% |
$49.4K - $57.4K
|
24K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-526- 10.24% |
$48.4K - $56.3K
|
4.61K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-524- 7.16% |
$48.2K - $56K
|
6.79K
$863K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-524- 19.05% |
$48.2K - $56K
|
2.23K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-515- 6.78% |
$47.4K - $55.1K
|
7.09K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-506- 6.35% |
$46.6K - $54.1K
|
7.46K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-500- 6.92% |
$46K - $53.5K
|
6.72K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-490- 9.02% |
$45.1K - $52.4K
|
4.95K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-485- 3.32% |
$44.7K - $51.9K
|
14.1K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-475- 2.7% |
$43.7K - $50.8K
|
17.1K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-470- 5.73% |
$43.3K - $50.3K
|
7.73K
$982K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-470- 5.53% |
$43.3K - $50.3K
|
8.03K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 6.26% |
$41.4K - $48.1K
|
6.74K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-450- 5.07% |
$41.4K - $48.1K
|
8.43K
$1.07M
|