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 |
---|---|---|---|---|---|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,734
shares
|
$445,988
0.03% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
3,725
shares
|
$444,914
0.03% of portfolio
|
Q2 2024
Added 4.96%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
3,719
shares
|
$444,197
0.17% of portfolio
|
Q2 2024
Added 8.02%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
3,718
shares
|
$444,077
0.02% of portfolio
|
Q2 2024
Added 17.77%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
3,713
shares
|
$443,480
0.03% of portfolio
|
Q2 2024
Added 1.81%
|
|
First County Bank /Ct/
Stamford, CT |
Aug 15, 2024 Q2 2024 |
3,713
shares
|
$443,480
0.19% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
3,708
shares
|
$442,883
0.07% of portfolio
|
Q2 2024
New holding
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
3,698
shares
|
$441,689
0.05% of portfolio
|
Q2 2024
Added 0.3%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
3,682
shares
|
$439,778
0.04% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
3,680
shares
|
$439,539
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,677
shares
|
$439,180
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
3,675
shares
|
$438,942
0.14% of portfolio
|
Q3 2024
Reduced 48.63%
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,670
shares
|
$438,344
0.11% of portfolio
|
Q4 2020
Added 12.32%
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,660
shares
|
$437,150
0.12% of portfolio
|
Q3 2024
Added 134.17%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
3,653
shares
|
$436,314
0.02% of portfolio
|
Q2 2024
Added 2.64%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
3,652
shares
|
$436,194
0.11% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
3,646
shares
|
$435,478
0.12% of portfolio
|
Q2 2024
Added 6.95%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
3,645
shares
|
$435,358
0.18% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
3,644
shares
|
$435,239
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,632
shares
|
$433,806
0.03% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
3,631
shares
|
$433,686
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
3,623
shares
|
$432,731
0.02% of portfolio
|
Q1 2024
Added 2.11%
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 05, 2024 Q2 2024 |
3,621
shares
|
$432,492
0.0% of portfolio
|
Q2 2024
Added 127.02%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
3,614
shares
|
$431,656
0.08% of portfolio
|
Q2 2024
Added 61.12%
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,607
shares
|
$430,820
0.1% of portfolio
|
Q1 2024
Added 53.16%
|