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 |
---|---|---|---|---|---|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,379
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2022
Added 43.57%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
8,339
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
8,299
shares
|
$1 Million
0.8% of portfolio
|
Q3 2023
Reduced 13.34%
|
|
Bull Street Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
8,199
shares
|
$992,570
0.38% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,183
shares
|
$990,633
0.1% of portfolio
|
Q3 2024
Added 28.72%
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
8,162
shares
|
$988,091
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
8,145
shares
|
$986,033
0.11% of portfolio
|
Q2 2024
Reduced 13.22%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
8,134
shares
|
$984,702
0.09% of portfolio
|
Q2 2024
Added 6.9%
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
8,134
shares
|
$984,702
0.25% of portfolio
|
Q3 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,101
shares
|
$980,707
0.06% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 09, 2024 Q2 2024 |
8,080
shares
|
$978,164
0.27% of portfolio
|
Q2 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,079
shares
|
$978,043
0.07% of portfolio
|
Q3 2024
Added 19.34%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,069
shares
|
$976,833
0.03% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
8,030
shares
|
$972,111
0.01% of portfolio
|
Q2 2024
Added 2.16%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
8,029
shares
|
$971,990
0.39% of portfolio
|
Q2 2024
New holding
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,003
shares
|
$968,843
0.24% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
7,982
shares
|
$966,300
0.24% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
7,965
shares
|
$964,242
0.03% of portfolio
|
Q4 2023
Added 9.05%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,954
shares
|
$962,911
0.02% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
Lgt Fund Management CO Ltd.
|
Aug 07, 2024 Q2 2024 |
7,942
shares
|
$961,458
0.1% of portfolio
|
Q2 2024
New holding
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
7,911
shares
|
$957,705
0.11% of portfolio
|
Q2 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
7,888
shares
|
$954,921
0.27% of portfolio
|
Q1 2024
Added 108.24%
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,875
shares
|
$953,347
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
7,852
shares
|
$950,563
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,812
shares
|
$945,720
0.02% of portfolio
|
Q3 2024
Added 5.31%
|