Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,093 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 $161 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
14,849
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
14,816
shares
|
$1.79 Million
0.39% of portfolio
|
Q2 2024
Added 6.22%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
14,790
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 26.69%
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 28, 2024 Q2 2024 |
14,778
shares
|
$1.79 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Wilkins Investment Counsel Inc
|
Aug 08, 2024 Q2 2024 |
14,714
shares
|
$1.78 Million
0.22% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
14,702
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2024
Added 230.16%
|
|
Aft, Forsyth & Sober, LLC
|
Aug 02, 2024 Q2 2024 |
14,700
shares
|
$1.78 Million
0.49% of portfolio
|
Q3 2021
Added 1.38%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,690
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 13.99%
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
14,625
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
14,414
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2024
Added 2.18%
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
14,374
shares
|
$1.74 Million
0.15% of portfolio
|
Q2 2024
Added 4.28%
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
14,249
shares
|
$1.72 Million
0.18% of portfolio
|
Q3 2024
Added 95.03%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
14,172
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2024
Added 0.07%
|
|
Calton & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
14,133
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2024
Added 146.99%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,117
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 8.14%
|
|
Excalibur Management Corp
|
Aug 09, 2024 Q2 2024 |
14,113
shares
|
$1.71 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
14,028
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2024
Added 9.24%
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
13,946
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Added 0.8%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
13,845
shares
|
$1.68 Million
0.41% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
13,764
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2024
Added 5.49%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
13,729
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
13,703
shares
|
$1.66 Million
0.63% of portfolio
|
Q2 2024
Added 8.56%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
13,614
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2024
Added 4.15%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
13,585
shares
|
$1.64 Million
0.49% of portfolio
|
Q2 2024
Added 463.69%
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
13,579
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Added 11.38%
|