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 |
---|---|---|---|---|---|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 12, 2024 Q2 2024 |
40,362
shares
|
$4.82 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
40,255
shares
|
$4.81 Million
0.16% of portfolio
|
Q2 2024
Added 7.02%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
39,950
shares
|
$4.77 Million
0.11% of portfolio
|
Q2 2024
Added 138.46%
|
|
Highland Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
39,872
shares
|
$4.76 Million
0.23% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
Braun Stacey Associates Inc
|
Jul 29, 2024 Q2 2024 |
39,857
shares
|
$4.76 Million
0.13% of portfolio
|
Q2 2024
Reduced 28.94%
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
39,823
shares
|
$4.76 Million
0.1% of portfolio
|
Q2 2024
Added 0.18%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
39,812
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2024
Added 4.09%
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
39,435
shares
|
$4.71 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
39,361
shares
|
$4.7 Million
0.67% of portfolio
|
Q3 2024
Added 5.12%
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 07, 2024 Q2 2024 |
39,083
shares
|
$4.67 Million
0.74% of portfolio
|
Q2 2024
Added 37.52%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
38,922
shares
|
$4.65 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
38,820
shares
|
$4.64 Million
0.29% of portfolio
|
Q2 2024
Added 7.18%
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2024 Q2 2024 |
38,609
shares
|
$4.61 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
38,279
shares
|
$4.57 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Surience Private Wealth LLC
|
Aug 09, 2024 Q2 2024 |
38,161
shares
|
$4.56 Million
5.11% of portfolio
|
Q2 2024
New holding
|
|
Neo Ivy Capital Management
New York, NY |
Jul 19, 2024 Q2 2024 |
38,092
shares
|
$4.55 Million
0.73% of portfolio
|
Q2 2024
Added 1763.6%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
37,993
shares
|
$4.54 Million
0.08% of portfolio
|
Q2 2024
Added 136.39%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
37,615
shares
|
$4.49 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
37,542
shares
|
$4.48 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
37,177
shares
|
$4.44 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
37,107
shares
|
$4.43 Million
0.12% of portfolio
|
Q2 2024
Added 0.82%
|
|
Rnc Capital Management LLC
|
Aug 14, 2024 Q2 2024 |
36,978
shares
|
$4.42 Million
0.21% of portfolio
|
Q2 2024
Added 6.66%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
36,941
shares
|
$4.41 Million
0.09% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
Patten & Patten Inc
|
Aug 13, 2024 Q2 2024 |
36,886
shares
|
$4.41 Million
0.25% of portfolio
|
Q2 2024
Added 0.14%
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
36,708
shares
|
$4.38 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.75%
|