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 |
---|---|---|---|---|---|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
17,146
shares
|
$2.05 Million
1.43% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
17,139
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
17,118
shares
|
$2.04 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
17,061
shares
|
$2.04 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 09, 2024 Q2 2024 |
17,041
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
16,900
shares
|
$2.02 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
16,736
shares
|
$2 Million
1.0% of portfolio
|
Q2 2024
Added 1.91%
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
16,707
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.27%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,666
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,640
shares
|
$1.99 Million
0.09% of portfolio
|
Q2 2022
Added 8.4%
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
16,636
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
16,586
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2024
Added 21.31%
|
|
Trust Investment Advisors
|
Aug 12, 2024 Q2 2024 |
16,538
shares
|
$1.98 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
16,447
shares
|
$1.96 Million
0.12% of portfolio
|
Q2 2024
Added 51.49%
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
16,384
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
16,365
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2024 Q2 2024 |
16,330
shares
|
$1.95 Million
0.91% of portfolio
|
Q2 2024
Added 0.42%
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Aug 12, 2024 Q2 2024 |
16,287
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2024
Added 17.6%
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,236
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
16,207
shares
|
$1.94 Million
0.12% of portfolio
|
Q2 2024
Added 2.39%
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Aug 14, 2024 Q2 2024 |
16,167
shares
|
$1.93 Million
0.76% of portfolio
|
Q2 2024
Added 2.84%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,131
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
16,063
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2024
Added 25.27%
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
16,060
shares
|
$1.92 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
16,039
shares
|
$1.92 Million
0.19% of portfolio
|
Q3 2024
Added 5.04%
|