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 |
---|---|---|---|---|---|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,937
shares
|
$470,235
0.07% of portfolio
|
Q3 2022
Added 0.13%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,932
shares
|
$469,638
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
Fortem Financial Group, LLC
|
Aug 02, 2024 Q2 2024 |
3,928
shares
|
$469,160
0.17% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
3,926
shares
|
$468,921
0.05% of portfolio
|
Q2 2024
Added 43.39%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,904
shares
|
$466,293
0.0% of portfolio
|
Q2 2024
Reduced 91.23%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,901
shares
|
$465,935
0.03% of portfolio
|
Q3 2024
Added 0.8%
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
3,894
shares
|
$465,099
0.11% of portfolio
|
Q2 2024
Added 0.03%
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
3,884
shares
|
$463,904
0.03% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
Measured Wealth Private Client Group, LLC
|
Aug 12, 2024 Q2 2024 |
3,874
shares
|
$462,710
0.13% of portfolio
|
Q2 2024
Added 5.9%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
3,874
shares
|
$462,710
0.03% of portfolio
|
Q2 2024
Added 7.11%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$461,277
0.05% of portfolio
|
Q2 2024
Reduced 32.9%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,862
shares
|
$461,277
0.05% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,855
shares
|
$460,441
0.01% of portfolio
|
Q3 2022
New holding
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,853
shares
|
$460,202
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
Tanager Wealth Management LLP
|
Jul 25, 2024 Q2 2024 |
3,850
shares
|
$459,844
0.06% of portfolio
|
Q2 2024
Added 1.48%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 02, 2024 Q2 2024 |
3,804
shares
|
$454,349
0.23% of portfolio
|
Q4 2023
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
3,803
shares
|
$454,230
0.06% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
3,802
shares
|
$454,110
0.09% of portfolio
|
Q2 2024
Reduced 32.07%
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
3,792
shares
|
$452,916
0.02% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,768
shares
|
$450,049
0.05% of portfolio
|
Q4 2022
Reduced 26.22%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,764
shares
|
$449,572
0.05% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Overbrook Management Corp
New York, NY |
Jul 25, 2024 Q2 2024 |
3,764
shares
|
$449,572
0.09% of portfolio
|
Q4 2020
Reduced 93.35%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,757
shares
|
$448,736
0.11% of portfolio
|
Q2 2022
Added 0.48%
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,753
shares
|
$448,258
0.32% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
3,750
shares
|
$447,900
0.14% of portfolio
|
Q1 2024
Added 11.11%
|