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 |
---|---|---|---|---|---|
Corton Capital Inc.
Carrying Place, A6 |
Aug 14, 2024 Q2 2024 |
4,168
shares
|
$497,825
0.22% of portfolio
|
Q2 2024
Reduced 36.35%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
4,136
shares
|
$494,003
0.21% of portfolio
|
Q2 2024
Added 2.2%
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,133
shares
|
$493,645
0.24% of portfolio
|
Q4 2022
Reduced 3.05%
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,132
shares
|
$493,526
0.11% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 14, 2024 Q2 2024 |
4,129
shares
|
$493,167
0.1% of portfolio
|
Q2 2024
Added 0.49%
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
4,119
shares
|
$491,973
0.22% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
4,116
shares
|
$491,615
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
Riverwater Partners LLC
|
Jul 19, 2024 Q2 2024 |
4,114
shares
|
$491,376
0.34% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
4,111
shares
|
$491,017
0.05% of portfolio
|
Q2 2024
Added 10.78%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,105
shares
|
$490,301
0.04% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,105
shares
|
$490,301
0.01% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
4,080
shares
|
$487,315
0.02% of portfolio
|
Q2 2024
Added 0.44%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
4,076
shares
|
$486,837
0.05% of portfolio
|
Q2 2024
Added 0.05%
|
|
X Square Capital, LLC
|
Aug 06, 2024 Q2 2024 |
4,067
shares
|
$485,762
0.18% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 12, 2024 Q2 2024 |
4,063
shares
|
$485,284
0.01% of portfolio
|
Q2 2024
Added 0.97%
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
4,062
shares
|
$485,165
0.01% of portfolio
|
Q2 2024
Reduced 68.99%
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
4,060
shares
|
$484,926
0.06% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
Allen Investment Management LLC
|
Aug 08, 2024 Q2 2024 |
4,034
shares
|
$481,820
0.0% of portfolio
|
Q4 2023
Reduced 74.79%
|
|
Cromwell Holdings LLC
Jackson, WY |
Aug 14, 2024 Q2 2024 |
4,034
shares
|
$481,820
0.24% of portfolio
|
Q2 2024
New holding
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
4,030
shares
|
$481,343
0.1% of portfolio
|
Q2 2024
Added 52.36%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
4,021
shares
|
$480,268
0.01% of portfolio
|
Q2 2024
Added 10.1%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
4,020
shares
|
$480,148
0.05% of portfolio
|
Q2 2024
Added 28.85%
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$477,760
0.35% of portfolio
|
Q2 2024
Added 33.33%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
3,967
shares
|
$473,818
0.01% of portfolio
|
Q2 2024
Added 0.03%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
3,950
shares
|
$471,788
0.14% of portfolio
|
Q2 2024
Reduced 4.47%
|