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 |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
36,287
shares
|
$4.33 Million
0.05% of portfolio
|
Q2 2024
Added 6.74%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
36,148
shares
|
$4.32 Million
0.16% of portfolio
|
Q2 2024
Added 2.83%
|
|
Alley Investment Management Company, LLC
|
Aug 14, 2024 Q2 2024 |
36,039
shares
|
$4.3 Million
0.48% of portfolio
|
Q4 2022
New holding
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$4.3 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
35,832
shares
|
$4.28 Million
1.53% of portfolio
|
Q3 2024
Added 0.32%
|
|
Main Street Investment Advisors LLC
|
Aug 06, 2024 Q2 2024 |
35,551
shares
|
$4.25 Million
0.42% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
35,433
shares
|
$4.23 Million
0.83% of portfolio
|
Q2 2024
Added 3.48%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
35,427
shares
|
$4.23 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
35,362
shares
|
$4.22 Million
0.17% of portfolio
|
Q2 2024
Added 0.81%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
35,346
shares
|
$4.22 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
35,265
shares
|
$4.21 Million
0.1% of portfolio
|
Q2 2024
Added 19.19%
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2024 Q2 2024 |
35,033
shares
|
$4.18 Million
0.26% of portfolio
|
Q2 2024
Added 0.25%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
35,030
shares
|
$4.18 Million
0.11% of portfolio
|
Q2 2024
Reduced 11.72%
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$4.18 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
34,932
shares
|
$4.17 Million
0.59% of portfolio
|
Q3 2024
Added 6.78%
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
34,869
shares
|
$4.16 Million
0.11% of portfolio
|
Q2 2024
Added 3.57%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
34,748
shares
|
$4.15 Million
0.21% of portfolio
|
Q2 2024
Added 2.62%
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
34,745
shares
|
$4.15 Million
0.32% of portfolio
|
Q3 2024
Added 0.43%
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Aug 23, 2024 Q2 2024 |
34,500
shares
|
$4.12 Million
0.5% of portfolio
|
Q2 2024
Reduced 70.67%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
34,358
shares
|
$4.1 Million
1.43% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
34,012
shares
|
$4.06 Million
0.38% of portfolio
|
Q3 2024
Added 23.84%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
33,861
shares
|
$4.04 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
33,850
shares
|
$4.04 Million
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
33,625
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2024
Added 30.4%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
33,597
shares
|
$4.01 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.18%
|