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 |
---|---|---|---|---|---|
Bell & Brown Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,427
shares
|
$528,760
0.18% of portfolio
|
Q2 2024
Added 0.61%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,421
shares
|
$528,044
0.03% of portfolio
|
Q3 2022
Reduced 27.77%
|
|
Gfg Capital, LLC
|
Jul 22, 2024 Q2 2024 |
4,400
shares
|
$525,536
0.11% of portfolio
|
Q2 2024
Reduced 59.44%
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,400
shares
|
$525,536
0.04% of portfolio
|
Q3 2023
Added 51.72%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
4,396
shares
|
$525,058
0.04% of portfolio
|
Q2 2024
Added 47.17%
|
|
Fort Washington Investment Advisors Inc
|
Jul 30, 2024 Q2 2024 |
4,381
shares
|
$523,266
0.0% of portfolio
|
Q2 2024
Added 12.39%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
4,375
shares
|
$522,550
0.09% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$519,802
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
4,351
shares
|
$519,683
0.19% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
4,341
shares
|
$518,489
0.08% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Powell Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,335
shares
|
$517,772
0.22% of portfolio
|
Q2 2024
Added 0.84%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
4,302
shares
|
$513,830
0.16% of portfolio
|
Q2 2024
Added 18.41%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
4,294
shares
|
$512,875
0.01% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,276
shares
|
$510,725
0.01% of portfolio
|
Q2 2024
Added 25.99%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$509,889
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$509,889
0.09% of portfolio
|
Q1 2024
New holding
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$509,053
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2024 Q2 2024 |
4,258
shares
|
$508,575
0.05% of portfolio
|
Q2 2024
New holding
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
4,229
shares
|
$505,111
0.08% of portfolio
|
Q2 2024
Reduced 70.59%
|
|
Salzhauer Michael
|
Aug 09, 2024 Q2 2024 |
4,225
shares
|
$504,634
0.25% of portfolio
|
Q4 2023
Reduced 30.36%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,224
shares
|
$504,514
0.03% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,209
shares
|
$502,722
0.0% of portfolio
|
Q2 2024
Added 42.15%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
4,202
shares
|
$501,886
0.02% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
4,186
shares
|
$499,975
0.1% of portfolio
|
Q2 2024
Added 5.49%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
4,170
shares
|
$498,064
0.17% of portfolio
|
Q2 2024
Reduced 60.42%
|