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 |
---|---|---|---|---|---|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
13,572
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2024
Added 8.59%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
13,531
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 15, 2024 Q2 2024 |
13,500
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2019
Reduced 6.59%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
13,445
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2024
Added 32.18%
|
|
Long Run Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
13,437
shares
|
$1.63 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$1.62 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
13,377
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
13,349
shares
|
$1.62 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
13,348
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
13,258
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2024
Added 0.01%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
13,224
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Argus Investors' Counsel, Inc.
|
Jul 22, 2024 Q2 2024 |
13,180
shares
|
$1.6 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
13,103
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2024
Added 3.17%
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
13,031
shares
|
$1.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
13,000
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,893
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Added 0.84%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
12,759
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2024
Added 16.16%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
12,736
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Panagora Asset Management Inc
Boston, MA |
Jul 29, 2024 Q2 2024 |
12,717
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,707
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2022
Added 59.86%
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 06, 2024 Q2 2024 |
12,693
shares
|
$1.54 Million
0.48% of portfolio
|
Q2 2024
Added 1.98%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
12,664
shares
|
$1.53 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
12,654
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 06, 2024 Q2 2024 |
12,600
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2020
Reduced 30.0%
|