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 |
---|---|---|---|---|---|
Rogco, LP
Claremore, OK |
Aug 14, 2024 Q2 2024 |
5,197
shares
|
$620,729
0.21% of portfolio
|
Q2 2024
Added 7.51%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
5,188
shares
|
$619,654
0.17% of portfolio
|
Q2 2024
Added 5.79%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
5,159
shares
|
$616,190
0.01% of portfolio
|
Q2 2024
Added 68.98%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,159
shares
|
$616,190
0.3% of portfolio
|
Q2 2022
Added 0.9%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,144
shares
|
$614,399
0.11% of portfolio
|
Q3 2024
Added 0.98%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,135
shares
|
$613,324
0.04% of portfolio
|
Q2 2024
New holding
|
|
Peoples Bank
|
Jul 22, 2024 Q2 2024 |
5,126
shares
|
$612,249
0.26% of portfolio
|
Q2 2024
Added 2.93%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,100
shares
|
$609,144
0.14% of portfolio
|
Q2 2024
Added 2.82%
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
5,096
shares
|
$608,666
0.38% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
5,083
shares
|
$607,113
0.01% of portfolio
|
Q2 2024
Added 22.6%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
5,082
shares
|
$606,994
0.03% of portfolio
|
Q4 2022
Reduced 3.29%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$606,635
0.04% of portfolio
|
Q4 2022
Reduced 5.68%
|
|
Lebenthal Global Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,057
shares
|
$604,008
0.11% of portfolio
|
Q2 2024
Reduced 17.68%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
5,049
shares
|
$603,052
0.14% of portfolio
|
Q2 2024
Added 5.89%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
5,047
shares
|
$602,813
0.22% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
5,031
shares
|
$600,902
0.02% of portfolio
|
Q2 2024
Added 13.64%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
5,025
shares
|
$600,186
0.02% of portfolio
|
Q1 2024
Reduced 50.44%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
5,021
shares
|
$599,708
0.05% of portfolio
|
Q2 2024
Added 0.08%
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 24, 2024 Q2 2024 |
5,012
shares
|
$598,633
0.17% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,011
shares
|
$598,513
0.03% of portfolio
|
Q2 2024
Added 11.5%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
5,008
shares
|
$598,155
0.08% of portfolio
|
Q2 2024
Added 5.92%
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$597,200
0.42% of portfolio
|
Q2 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,999
shares
|
$597,080
0.02% of portfolio
|
Q2 2024
Added 16.55%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
4,977
shares
|
$594,452
0.02% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
4,973
shares
|
$593,975
0.01% of portfolio
|
Q2 2024
Reduced 2.83%
|