Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,089 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
66,467
shares
|
$7.94 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
66,374
shares
|
$7.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 89.9%
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
66,250
shares
|
$7.91 Million
1.44% of portfolio
|
Q3 2024
Added 0.81%
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 09, 2024 Q2 2024 |
66,119
shares
|
$7.9 Million
1.67% of portfolio
|
Q2 2024
New holding
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
65,857
shares
|
$7.87 Million
3.4% of portfolio
|
Q2 2024
Reduced 10.94%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
65,487
shares
|
$7.82 Million
0.04% of portfolio
|
Q2 2024
Added 5.16%
|
|
White Pine Investment CO
|
Jul 24, 2024 Q2 2024 |
65,287
shares
|
$7.8 Million
1.96% of portfolio
|
Q2 2024
Reduced 14.98%
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
64,881
shares
|
$7.75 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
64,703
shares
|
$7.73 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
64,694
shares
|
$7.73 Million
0.84% of portfolio
|
Q2 2024
Added 3.72%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$7.66 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
63,906
shares
|
$7.63 Million
0.25% of portfolio
|
Q2 2024
Reduced 15.71%
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
63,710
shares
|
$7.61 Million
0.22% of portfolio
|
Q1 2024
Reduced 22.69%
|
|
Private Wealth Partners, LLC
|
Aug 07, 2024 Q2 2024 |
59,735
shares
|
$7.13 Million
0.43% of portfolio
|
Q2 2024
Added 12.74%
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 13, 2024 Q2 2024 |
58,878
shares
|
$7.03 Million
3.2% of portfolio
|
Q1 2024
Added 65.96%
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
58,606
shares
|
$7 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
58,275
shares
|
$6.96 Million
1.79% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
58,275
shares
|
$6.96 Million
0.14% of portfolio
|
Q2 2024
Added 2.13%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
57,680
shares
|
$6.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 96.21%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
57,387
shares
|
$6.85 Million
0.15% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
Assenagon Asset Management S.A.
|
Jul 18, 2024 Q2 2024 |
56,765
shares
|
$6.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
56,542
shares
|
$6.75 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
56,352
shares
|
$6.73 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Seven Eight Capital, LP
|
Aug 12, 2024 Q2 2024 |
55,705
shares
|
$6.65 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
55,676
shares
|
$6.65 Million
0.04% of portfolio
|
Q2 2024
Added 4.42%
|