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 |
---|---|---|---|---|---|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
11,503
shares
|
$1.39 Million
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
Mint Tower Capital Management B.V.
|
Aug 12, 2024 Q2 2024 |
11,500
shares
|
$1.39 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,447
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,439
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Added 14.94%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
11,411
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
11,405
shares
|
$1.38 Million
0.66% of portfolio
|
Q2 2024
Added 3.3%
|
|
Ar Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
11,400
shares
|
$1.38 Million
0.27% of portfolio
|
Q1 2020
New holding
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
11,397
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 49.96%
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
11,383
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
11,381
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
11,375
shares
|
$1.38 Million
0.2% of portfolio
|
Q1 2024
Added 100.44%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
11,358
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2024
Added 8.22%
|
|
Helios Capital Management Pte. LTD
|
Jul 29, 2024 Q2 2024 |
11,300
shares
|
$1.37 Million
0.72% of portfolio
|
Q3 2022
New holding
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
11,293
shares
|
$1.37 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
11,263
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 269.4%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
11,242
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2024
Added 44.91%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
11,184
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.13%
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
11,169
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
11,112
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 7.13%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
11,080
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
11,079
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
11,041
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
11,033
shares
|
$1.34 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
10,994
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 30.85%
|