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 |
---|---|---|---|---|---|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
4,968
shares
|
$593,377
0.05% of portfolio
|
Q3 2023
Reduced 50.02%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
4,968
shares
|
$593,377
0.04% of portfolio
|
Q4 2023
New holding
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
4,947
shares
|
$590,869
0.02% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,945
shares
|
$590,630
0.06% of portfolio
|
Q2 2024
Added 31.94%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,942
shares
|
$590,272
0.26% of portfolio
|
Q3 2024
Added 0.06%
|
|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
4,941
shares
|
$590,153
0.13% of portfolio
|
Q2 2024
New holding
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
4,920
shares
|
$587,644
0.04% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,893
shares
|
$584,419
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,893
shares
|
$584,419
0.03% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
4,864
shares
|
$580,956
0.0% of portfolio
|
Q4 2023
Added 26.7%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4,856
shares
|
$580,000
0.03% of portfolio
|
Q2 2024
Added 93.85%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
4,850
shares
|
$579,284
0.03% of portfolio
|
Q2 2024
Added 5.83%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,834
shares
|
$577,372
0.02% of portfolio
|
Q3 2024
Added 18.39%
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
4,822
shares
|
$575,939
0.38% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Aug 13, 2024 Q2 2024 |
4,815
shares
|
$575,103
0.12% of portfolio
|
Q2 2024
New holding
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
4,803
shares
|
$573,670
0.06% of portfolio
|
Q2 2024
Added 10.67%
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
4,797
shares
|
$572,953
0.05% of portfolio
|
Q2 2024
New holding
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,787
shares
|
$571,759
0.46% of portfolio
|
Q3 2024
Added 0.93%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
4,785
shares
|
$571,520
0.14% of portfolio
|
Q2 2024
Added 7.46%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,781
shares
|
$571,042
0.08% of portfolio
|
Q3 2023
Added 57.89%
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
4,727
shares
|
$564,592
0.06% of portfolio
|
Q2 2024
Reduced 17.07%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
4,723
shares
|
$564,115
0.02% of portfolio
|
Q2 2024
Added 27.82%
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 06, 2024 Q2 2024 |
4,722
shares
|
$563,995
0.24% of portfolio
|
Q1 2024
Added 0.43%
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,706
shares
|
$562,084
0.23% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
4,689
shares
|
$560,054
0.04% of portfolio
|
Q2 2024
Added 34.59%
|