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 |
---|---|---|---|---|---|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,550
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 2482.3%
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
12,538
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
12,501
shares
|
$1.51 Million
0.53% of portfolio
|
Q4 2023
Added 7.36%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
12,416
shares
|
$1.5 Million
0.29% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2024 Q2 2024 |
12,362
shares
|
$1.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 23.64%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
12,319
shares
|
$1.49 Million
0.74% of portfolio
|
Q2 2024
Added 0.85%
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
12,251
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2024
Added 6.05%
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 17, 2024 Q2 2024 |
12,225
shares
|
$1.48 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
12,218
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
Lansing Street Advisors
|
Aug 07, 2024 Q2 2024 |
12,181
shares
|
$1.47 Million
0.5% of portfolio
|
Q2 2024
Added 1.44%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
12,128
shares
|
$1.47 Million
0.25% of portfolio
|
Q2 2024
Added 27.13%
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
12,099
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 203.61%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,097
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2022
Added 25.27%
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,094
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2024
Added 141.59%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
12,044
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
12,000
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Added 20.0%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
11,902
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
11,873
shares
|
$1.44 Million
0.29% of portfolio
|
Q2 2024
Added 0.69%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
11,802
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2024
Added 1900.34%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
11,796
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2024
Added 4.56%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
11,787
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2024
Added 0.99%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
11,721
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.75%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
11,644
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2024
Added 0.03%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
11,550
shares
|
$1.4 Million
0.55% of portfolio
|
Q1 2024
Added 1.44%
|