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 |
---|---|---|---|---|---|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 09, 2024 Q2 2024 |
10,000
shares
|
$1.21 Million
1.81% of portfolio
|
Q2 2024
Added 100.0%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,992
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jul 30, 2024 Q2 2024 |
9,904
shares
|
$1.2 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,862
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
9,858
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
9,818
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,725
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 3.89%
|
|
Beese Fulmer Investment Management, Inc.
|
Jul 03, 2024 Q2 2024 |
9,708
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
9,703
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,689
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2024
Added 2.87%
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
9,658
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
9,596
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Added 13.83%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
9,589
shares
|
$1.16 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,576
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2023
Reduced 51.19%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,513
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Added 10.85%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
9,356
shares
|
$1.13 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
9,338
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Reduced 15.57%
|
|
W Advisors, LLC
Germantown, TN |
Aug 06, 2024 Q2 2024 |
9,328
shares
|
$1.13 Million
0.6% of portfolio
|
Q2 2024
Added 0.19%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
9,326
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 44.86%
|
|
Mark Asset Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
9,323
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2024
Added 0.94%
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
9,319
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
Added 0.75%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
9,283
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Texas Capital Bancshares Inc
|
Aug 15, 2024 Q2 2024 |
9,214
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Pacific Global Investment Management CO
|
Aug 09, 2024 Q2 2024 |
9,171
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2024
Added 0.02%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
9,143
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 322.9%
|