Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,089 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 $158 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,868
shares
|
$700,873
0.0% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
5,846
shares
|
$698,246
0.24% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
5,841
shares
|
$697,649
0.01% of portfolio
|
Q3 2024
New holding
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,828
shares
|
$696,096
0.03% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
5,824
shares
|
$695,618
0.52% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
5,808
shares
|
$693,707
0.05% of portfolio
|
Q2 2024
Added 34.57%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
5,803
shares
|
$693,110
0.15% of portfolio
|
Q4 2023
Added 1.81%
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
5,800
shares
|
$692,752
0.03% of portfolio
|
Q1 2024
Reduced 98.05%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
5,789
shares
|
$691,438
0.03% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
5,782
shares
|
$690,602
0.08% of portfolio
|
Q4 2023
New holding
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
5,779
shares
|
$690,243
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
5,776
shares
|
$689,885
0.13% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
5,770
shares
|
$689,168
0.05% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
5,764
shares
|
$688,452
0.02% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
5,759
shares
|
$687,854
0.38% of portfolio
|
Q4 2023
New holding
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
5,746
shares
|
$686,302
0.2% of portfolio
|
Q2 2024
Added 1.0%
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
5,700
shares
|
$680,808
0.23% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
5,695
shares
|
$680,210
0.05% of portfolio
|
Q2 2024
Added 6.05%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,694
shares
|
$680,091
0.05% of portfolio
|
Q2 2024
Added 3.02%
|
|
Ls Investment Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
5,650
shares
|
$674,836
0.09% of portfolio
|
Q1 2024
Added 1.8%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
5,641
shares
|
$673,761
0.01% of portfolio
|
Q2 2024
Added 3.37%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
5,614
shares
|
$670,536
0.08% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
5,598
shares
|
$668,625
0.06% of portfolio
|
Q2 2024
Added 2.27%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
5,591
shares
|
$667,789
0.01% of portfolio
|
Q2 2024
Added 0.3%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,584
shares
|
$666,952
0.19% of portfolio
|
Q3 2024
Reduced 1.6%
|