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 |
---|---|---|---|---|---|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
4,680
shares
|
$558,979
0.39% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,621
shares
|
$551,932
0.03% of portfolio
|
Q3 2022
New holding
|
|
Suvretta Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,611
shares
|
$550,737
0.02% of portfolio
|
Q2 2024
Reduced 39.65%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
4,606
shares
|
$550,140
0.01% of portfolio
|
Q2 2024
Added 6.79%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
4,606
shares
|
$550,140
0.07% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,601
shares
|
$549,543
0.23% of portfolio
|
Q2 2024
Added 54.55%
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,593
shares
|
$548,587
0.14% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
4,581
shares
|
$547,154
0.06% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,581
shares
|
$547,154
0.02% of portfolio
|
Q2 2023
Added 3.9%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,551
shares
|
$543,571
0.05% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
4,550
shares
|
$543,452
0.1% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
Dt Investment Partners, LLC
|
Jul 24, 2024 Q2 2024 |
4,536
shares
|
$541,779
0.04% of portfolio
|
Q4 2022
Reduced 5.32%
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
4,535
shares
|
$541,660
0.23% of portfolio
|
Q4 2023
Added 13.23%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,535
shares
|
$541,660
0.05% of portfolio
|
Q3 2024
Added 3.68%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
4,521
shares
|
$539,988
0.04% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
4,515
shares
|
$539,271
0.09% of portfolio
|
Q2 2024
Reduced 45.91%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
4,502
shares
|
$537,718
0.02% of portfolio
|
Q2 2024
Added 1.35%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
4,498
shares
|
$537,241
0.05% of portfolio
|
Q2 2024
Added 4.85%
|
|
Ledyard National Bank
|
Aug 05, 2024 Q2 2024 |
4,496
shares
|
$537,002
0.04% of portfolio
|
Q2 2024
Added 0.11%
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
4,483
shares
|
$535,449
0.23% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
4,478
shares
|
$534,852
0.02% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
4,477
shares
|
$534,732
0.11% of portfolio
|
Q2 2024
Added 51.97%
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
4,464
shares
|
$533,180
0.03% of portfolio
|
Q2 2024
Added 68.84%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
4,455
shares
|
$532,105
0.06% of portfolio
|
Q2 2024
Added 31.57%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,450
shares
|
$531,508
0.03% of portfolio
|
Q4 2022
Added 59.73%
|