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 |
---|---|---|---|---|---|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,791
shares
|
$943,178
0.03% of portfolio
|
Q2 2024
Added 5.83%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
7,757
shares
|
$939,062
0.1% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
7,748
shares
|
$937,972
0.02% of portfolio
|
Q2 2024
Added 20.11%
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,715
shares
|
$933,977
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,673
shares
|
$928,893
0.46% of portfolio
|
Q1 2023
Reduced 4.59%
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
7,622
shares
|
$922,719
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
7,603
shares
|
$920,419
0.09% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
7,600
shares
|
$920,056
0.08% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
7,600
shares
|
$920,056
0.13% of portfolio
|
Q2 2024
Reduced 14.61%
|
|
Mechanics Financial Corp
|
Aug 01, 2024 Q2 2024 |
7,598
shares
|
$919,813
0.38% of portfolio
|
Q2 2024
Added 2.32%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
7,587
shares
|
$918,482
0.06% of portfolio
|
Q2 2024
Reduced 53.43%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
7,564
shares
|
$915,697
0.05% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
7,546
shares
|
$913,518
0.09% of portfolio
|
Q2 2024
Reduced 32.41%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
7,537
shares
|
$912,429
0.13% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$912,308
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
7,526
shares
|
$911,097
0.17% of portfolio
|
Q2 2024
Added 0.03%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,501
shares
|
$908,071
0.04% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 14, 2024 Q2 2024 |
7,500
shares
|
$907,950
0.02% of portfolio
|
Q4 2022
New holding
|
|
Independent Investors Inc
|
Jul 16, 2024 Q2 2024 |
7,483
shares
|
$905,891
0.16% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$901,897
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
7,441
shares
|
$900,807
0.08% of portfolio
|
Q2 2024
Added 0.4%
|
|
Cfm Wealth Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,420
shares
|
$898,265
0.16% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
7,317
shares
|
$885,796
0.03% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
7,294
shares
|
$883,011
0.19% of portfolio
|
Q2 2024
Added 8.98%
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
7,257
shares
|
$878,532
0.25% of portfolio
|
Q2 2024
New holding
|