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 |
---|---|---|---|---|---|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
27,543
shares
|
$3.29 Million
0.09% of portfolio
|
Q3 2024
Added 12.42%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,509
shares
|
$3.29 Million
0.01% of portfolio
|
Q2 2024
Added 6.17%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
27,477
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2024
Added 55.01%
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
27,352
shares
|
$3.27 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2024 Q2 2024 |
27,174
shares
|
$3.25 Million
0.2% of portfolio
|
Q2 2024
Added 0.19%
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
27,074
shares
|
$3.23 Million
0.11% of portfolio
|
Q3 2024
Added 11.66%
|
|
Lipe & Dalton
|
Aug 02, 2024 Q2 2024 |
27,020
shares
|
$3.23 Million
1.41% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
27,019
shares
|
$3.23 Million
0.35% of portfolio
|
Q2 2024
Added 1.69%
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
26,914
shares
|
$3.21 Million
0.31% of portfolio
|
Q3 2022
Reduced 7.09%
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
26,719
shares
|
$3.19 Million
0.08% of portfolio
|
Q4 2022
Reduced 86.15%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
26,625
shares
|
$3.18 Million
0.58% of portfolio
|
Q2 2024
Reduced 20.52%
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
26,579
shares
|
$3.17 Million
0.45% of portfolio
|
Q3 2024
Added 5.1%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
26,351
shares
|
$3.15 Million
0.6% of portfolio
|
Q1 2024
Added 3.62%
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
26,303
shares
|
$3.14 Million
1.18% of portfolio
|
Q1 2024
Added 0.21%
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
26,280
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2024 Q2 2024 |
26,270
shares
|
$3.14 Million
0.53% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
26,250
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
Lmcg Investments, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
25,862
shares
|
$3.09 Million
0.15% of portfolio
|
Q2 2024
Added 3.12%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
25,850
shares
|
$3.09 Million
0.29% of portfolio
|
Q3 2023
Added 0.33%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
25,816
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
25,806
shares
|
$3.08 Million
0.36% of portfolio
|
Q3 2024
Added 2.83%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$3.08 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
25,776
shares
|
$3.08 Million
0.03% of portfolio
|
Q2 2024
Added 0.98%
|
|
Bouvel Investment Partners, LLC
|
Oct 15, 2024 Q3 2024 |
25,771
shares
|
$3.08 Million
1.09% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,626
shares
|
$3.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.08%
|