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 |
---|---|---|---|---|---|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
10,835
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10,822
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2024
Added 1.42%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
10,793
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Added 2.27%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
10,757
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2024
Added 12.34%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
10,745
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
Added 6.68%
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,743
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,723
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 6.44%
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2024 Q2 2024 |
10,670
shares
|
$1.29 Million
0.82% of portfolio
|
Q4 2023
Added 7.45%
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
10,634
shares
|
$1.29 Million
0.17% of portfolio
|
Q2 2024
Reduced 34.76%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,626
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 3.79%
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
10,560
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 55.05%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
10,530
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2024
Added 0.07%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,519
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2023
Added 38.14%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
10,515
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2024
Added 0.5%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
10,412
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2024
Added 0.89%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
10,389
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,388
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
10,343
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,289
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Donald L. Hagan, LLC
|
Jul 19, 2024 Q2 2024 |
10,223
shares
|
$1.24 Million
0.56% of portfolio
|
Q2 2024
Reduced 10.33%
|
|
Gibraltar Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
10,192
shares
|
$1.23 Million
0.46% of portfolio
|
Q1 2024
Reduced 10.63%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
10,168
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,061
shares
|
$1.22 Million
0.94% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
10,053
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2024
Added 11.72%
|
|
Greenhaven Associates Inc
|
Oct 02, 2024 Q3 2024 |
10,000
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2021
Reduced 96.26%
|