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 |
---|---|---|---|---|---|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2024 Q2 2024 |
33,330
shares
|
$3.98 Million
0.33% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
33,328
shares
|
$3.98 Million
0.04% of portfolio
|
Q2 2024
Added 0.59%
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
33,243
shares
|
$3.97 Million
0.51% of portfolio
|
Q3 2024
Added 15.06%
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
33,146
shares
|
$3.96 Million
0.38% of portfolio
|
Q2 2024
Added 2.13%
|
|
Community Trust & Investment CO
|
Jul 17, 2024 Q2 2024 |
33,129
shares
|
$3.96 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
33,054
shares
|
$3.95 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
S&Co Inc
Boston, MA |
Aug 08, 2024 Q2 2024 |
33,038
shares
|
$3.95 Million
0.22% of portfolio
|
Q1 2024
Added 137.43%
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
32,959
shares
|
$3.94 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$3.93 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
32,629
shares
|
$3.9 Million
0.05% of portfolio
|
Q2 2024
Added 475.06%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
32,389
shares
|
$3.87 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
32,345
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2024
Added 1.12%
|
|
Hartline Investment Corp
Winnetka, IL |
Aug 08, 2024 Q2 2024 |
32,345
shares
|
$3.86 Million
0.42% of portfolio
|
Q2 2024
Added 729.57%
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
32,290
shares
|
$3.86 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
32,244
shares
|
$3.85 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2024 Q2 2024 |
32,157
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
32,056
shares
|
$3.83 Million
0.28% of portfolio
|
Q3 2024
Added 23.4%
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,847
shares
|
$3.8 Million
0.45% of portfolio
|
Q2 2024
Reduced 16.64%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
31,761
shares
|
$3.79 Million
0.03% of portfolio
|
Q2 2024
Added 3.13%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,746
shares
|
$3.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
31,741
shares
|
$3.79 Million
0.2% of portfolio
|
Q3 2023
Reduced 10.31%
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jul 26, 2024 Q2 2024 |
31,436
shares
|
$3.75 Million
0.15% of portfolio
|
Q2 2024
Added 3.99%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
31,222
shares
|
$3.73 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Morningstar Investment Management LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
31,216
shares
|
$3.73 Million
0.32% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
31,208
shares
|
$3.73 Million
0.22% of portfolio
|
Q2 2024
Added 34194.51%
|