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 |
---|---|---|---|---|---|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 12, 2024 Q2 2024 |
45,928
shares
|
$5.49 Million
2.1% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
45,747
shares
|
$5.46 Million
0.08% of portfolio
|
Q2 2024
Added 30.77%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
45,686
shares
|
$5.46 Million
0.07% of portfolio
|
Q2 2024
Added 756.99%
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
45,529
shares
|
$5.44 Million
0.3% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
45,253
shares
|
$5.41 Million
0.45% of portfolio
|
Q3 2024
Added 2.12%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
44,973
shares
|
$5.37 Million
0.77% of portfolio
|
Q3 2022
New holding
|
|
Torray LLC
|
Aug 06, 2024 Q2 2024 |
44,836
shares
|
$5.36 Million
0.68% of portfolio
|
Q2 2024
Added 0.48%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
44,700
shares
|
$5.34 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
44,635
shares
|
$5.33 Million
1.01% of portfolio
|
Q2 2024
Added 2.3%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
44,571
shares
|
$5.32 Million
1.01% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
44,378
shares
|
$5.3 Million
0.12% of portfolio
|
Q2 2024
Added 0.34%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
44,336
shares
|
$5.3 Million
0.18% of portfolio
|
Q2 2024
Added 131.31%
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 24, 2024 Q2 2024 |
44,295
shares
|
$5.29 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
44,150
shares
|
$5.27 Million
0.27% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
Cullinan Associates Inc
|
Jul 10, 2024 Q2 2024 |
43,799
shares
|
$5.23 Million
0.24% of portfolio
|
Q2 2024
Added 24.36%
|
|
Hodges Capital Management Inc.
|
Aug 02, 2024 Q2 2024 |
43,539
shares
|
$5.2 Million
0.29% of portfolio
|
Q2 2024
Added 3.67%
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
42,854
shares
|
$5.12 Million
0.26% of portfolio
|
Q2 2024
Added 34.49%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
42,162
shares
|
$5.04 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
41,791
shares
|
$4.99 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
41,767
shares
|
$4.99 Million
0.26% of portfolio
|
Q3 2023
Reduced 76.32%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
41,625
shares
|
$4.97 Million
0.95% of portfolio
|
Q4 2022
Reduced 1.76%
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
41,401
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
41,033
shares
|
$4.9 Million
1.32% of portfolio
|
Q2 2024
Added 0.05%
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
40,806
shares
|
$4.87 Million
0.18% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
40,576
shares
|
$4.85 Million
0.01% of portfolio
|
Q2 2024
Added 991.93%
|