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 |
---|---|---|---|---|---|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
55,664
shares
|
$6.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
55,392
shares
|
$6.62 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
55,347
shares
|
$6.61 Million
0.8% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
55,152
shares
|
$6.59 Million
1.65% of portfolio
|
Q2 2024
New holding
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2024 Q2 2024 |
54,966
shares
|
$6.57 Million
0.09% of portfolio
|
Q2 2024
Added 14.43%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
54,734
shares
|
$6.54 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Thompson Siegel & Walmsley LLC
|
Aug 08, 2024 Q2 2024 |
54,422
shares
|
$6.5 Million
0.08% of portfolio
|
Q2 2024
Reduced 49.22%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
54,255
shares
|
$6.48 Million
1.4% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
54,052
shares
|
$6.46 Million
0.11% of portfolio
|
Q2 2024
Added 6.98%
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 08, 2024 Q2 2024 |
54,050
shares
|
$6.46 Million
0.3% of portfolio
|
Q2 2024
Added 44.12%
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
53,887
shares
|
$6.44 Million
0.01% of portfolio
|
Q4 2023
Reduced 74.23%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
53,503
shares
|
$6.39 Million
0.3% of portfolio
|
Q2 2022
Added 10.17%
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
53,442
shares
|
$6.38 Million
0.16% of portfolio
|
Q3 2024
Added 0.09%
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
53,020
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 44.99%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
52,959
shares
|
$6.33 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
52,838
shares
|
$6.31 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
52,770
shares
|
$6.3 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 18, 2024 Q2 2024 |
52,663
shares
|
$6.29 Million
1.73% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
52,591
shares
|
$6.28 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
51,958
shares
|
$6.21 Million
0.05% of portfolio
|
Q2 2024
Reduced 31.4%
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
51,826
shares
|
$6.19 Million
0.12% of portfolio
|
Q2 2024
Added 3.19%
|
|
Metis Global Partners, LLC
|
Aug 06, 2024 Q2 2024 |
51,824
shares
|
$6.19 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
51,695
shares
|
$6.17 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
Consolidated Investment Group LLC
|
Jul 22, 2024 Q2 2024 |
51,600
shares
|
$6.16 Million
0.78% of portfolio
|
Q2 2021
Added 30.3%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
51,499
shares
|
$6.15 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.17%
|