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 |
---|---|---|---|---|---|
Arcus Capital Partners, LLC
|
Jul 24, 2024 Q2 2024 |
23,538
shares
|
$2.81 Million
0.92% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
23,501
shares
|
$2.81 Million
0.45% of portfolio
|
Q2 2024
Reduced 53.09%
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
23,480
shares
|
$2.8 Million
0.79% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
23,469
shares
|
$2.8 Million
0.33% of portfolio
|
Q3 2024
Added 14.29%
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
23,372
shares
|
$2.79 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
23,343
shares
|
$2.79 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,212
shares
|
$2.77 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
23,126
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2024
Reduced 49.54%
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
23,040
shares
|
$2.75 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,016
shares
|
$2.75 Million
0.05% of portfolio
|
Q3 2022
Added 312.99%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,959
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,755
shares
|
$2.72 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
22,567
shares
|
$2.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
22,486
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
22,463
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2024
Added 7.75%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
22,451
shares
|
$2.68 Million
0.12% of portfolio
|
Q2 2024
Added 5.52%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
22,372
shares
|
$2.67 Million
0.16% of portfolio
|
Q2 2024
Added 1.11%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,331
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
22,000
shares
|
$2.63 Million
0.88% of portfolio
|
Q3 2017
New holding
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
22,000
shares
|
$2.63 Million
0.21% of portfolio
|
Q1 2018
New holding
|
|
Prudent Man Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
21,933
shares
|
$2.62 Million
0.76% of portfolio
|
Q2 2024
Added 4.43%
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 15, 2024 Q2 2024 |
21,830
shares
|
$2.61 Million
1.39% of portfolio
|
Q2 2024
New holding
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,824
shares
|
$2.61 Million
0.91% of portfolio
|
Q1 2024
Added 9.61%
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
21,800
shares
|
$2.6 Million
0.08% of portfolio
|
Q2 2022
Reduced 30.57%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
21,794
shares
|
$2.6 Million
0.06% of portfolio
|
Q2 2024
Added 6.47%
|