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 |
---|---|---|---|---|---|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
25,539
shares
|
$3.05 Million
0.18% of portfolio
|
Q2 2024
Added 38.9%
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$3.04 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
25,402
shares
|
$3.03 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Paradigm Asset Management CO LLC
|
Aug 12, 2024 Q2 2024 |
25,400
shares
|
$3.03 Million
0.99% of portfolio
|
Q2 2024
Added 70.47%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
25,381
shares
|
$3.03 Million
0.39% of portfolio
|
Q2 2024
Added 23.78%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
25,341
shares
|
$3.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
25,170
shares
|
$3.01 Million
0.33% of portfolio
|
Q2 2024
Added 1.87%
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
25,000
shares
|
$2.99 Million
0.18% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
24,880
shares
|
$2.97 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
24,864
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2024
Added 10.77%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
24,820
shares
|
$2.96 Million
0.26% of portfolio
|
Q2 2024
Added 98.94%
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
24,721
shares
|
$2.95 Million
0.25% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
24,709
shares
|
$2.95 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 30, 2024 Q2 2024 |
24,695
shares
|
$2.95 Million
1.4% of portfolio
|
Q2 2024
Added 3.63%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$2.95 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
Commerzbank Aktiengesellschaft
|
Jul 22, 2024 Q2 2024 |
24,629
shares
|
$2.94 Million
0.08% of portfolio
|
Q1 2018
Added 0.88%
|
|
Northeast Investment Management
|
Jul 26, 2024 Q2 2024 |
24,589
shares
|
$2.94 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
24,558
shares
|
$2.93 Million
0.11% of portfolio
|
Q2 2024
Added 6.38%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
24,553
shares
|
$2.93 Million
0.05% of portfolio
|
Q2 2024
Added 6.13%
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
24,532
shares
|
$2.93 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
Baldwin Investment Management, LLC
|
Jul 30, 2024 Q2 2024 |
24,380
shares
|
$2.91 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
24,131
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
24,130
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2024
Added 0.55%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,932
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
23,694
shares
|
$2.83 Million
1.75% of portfolio
|
Q3 2024
Added 1.55%
|