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 |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
31,014
shares
|
$3.7 Million
0.08% of portfolio
|
Q2 2024
Added 8.24%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
30,696
shares
|
$3.67 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
30,398
shares
|
$3.63 Million
0.09% of portfolio
|
Q2 2024
Added 1.05%
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 12, 2024 Q2 2024 |
30,000
shares
|
$3.58 Million
0.77% of portfolio
|
Q1 2018
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
29,945
shares
|
$3.58 Million
0.03% of portfolio
|
Q2 2024
Added 4.21%
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
29,888
shares
|
$3.57 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
29,877
shares
|
$3.57 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
29,806
shares
|
$3.56 Million
0.03% of portfolio
|
Q2 2024
Added 67.31%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
K.J. Harrison & Partners Inc
|
Jul 26, 2024 Q2 2024 |
29,450
shares
|
$3.52 Million
0.5% of portfolio
|
Q2 2024
Reduced 38.39%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
29,408
shares
|
$3.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
29,300
shares
|
$3.5 Million
0.94% of portfolio
|
Q2 2024
Added 51.81%
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 19, 2024 Q2 2024 |
29,040
shares
|
$3.47 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.47%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
28,638
shares
|
$3.42 Million
0.15% of portfolio
|
Q2 2024
Reduced 13.59%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,509
shares
|
$3.41 Million
0.19% of portfolio
|
Q3 2023
Reduced 12.52%
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 08, 2024 Q2 2024 |
28,285
shares
|
$3.38 Million
0.26% of portfolio
|
Q2 2024
Added 491.24%
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
28,262
shares
|
$3.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
Epoch Investment Partners, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
28,204
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
28,172
shares
|
$3.36 Million
0.27% of portfolio
|
Q2 2024
Added 1.12%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
28,002
shares
|
$3.34 Million
1.21% of portfolio
|
Q1 2024
Added 0.34%
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
27,974
shares
|
$3.34 Million
0.58% of portfolio
|
Q2 2024
Added 0.49%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
27,890
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Added 9.06%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
27,807
shares
|
$3.32 Million
0.23% of portfolio
|
Q2 2024
Added 6.81%
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
27,798
shares
|
$3.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
27,747
shares
|
$3.31 Million
1.28% of portfolio
|
Q1 2021
New holding
|