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 |
---|---|---|---|---|---|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
3,607
shares
|
$430,820
0.06% of portfolio
|
Q4 2023
Added 36.78%
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
3,600
shares
|
$429,984
0.17% of portfolio
|
Q3 2022
New holding
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
3,600
shares
|
$429,984
0.04% of portfolio
|
Q2 2024
Added 0.59%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
3,598
shares
|
$429,745
0.11% of portfolio
|
Q2 2024
Added 0.06%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
3,544
shares
|
$423,295
0.09% of portfolio
|
Q2 2024
Added 4.39%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
3,532
shares
|
$421,862
0.02% of portfolio
|
Q2 2024
New holding
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
3,520
shares
|
$420,428
0.04% of portfolio
|
Q1 2024
Added 5.45%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
3,517
shares
|
$420,070
0.14% of portfolio
|
Q2 2024
Added 1.33%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
3,514
shares
|
$419,712
0.04% of portfolio
|
Q2 2024
Reduced 8.92%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,501
shares
|
$418,159
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,500
shares
|
$418,040
0.19% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,486
shares
|
$416,367
0.0% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
3,470
shares
|
$414,456
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$412,426
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,450
shares
|
$412,068
0.05% of portfolio
|
Q3 2024
Added 7.01%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,435
shares
|
$410,276
0.09% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
3,420
shares
|
$408,484
0.27% of portfolio
|
Q2 2024
Reduced 87.31%
|
|
Bnp Paribas
New York, NY |
Aug 13, 2024 Q2 2024 |
3,415
shares
|
$407,887
0.02% of portfolio
|
Q1 2024
New holding
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jul 22, 2024 Q2 2024 |
3,406
shares
|
$406,812
0.28% of portfolio
|
Q2 2024
Added 2.59%
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 08, 2024 Q2 2024 |
3,402
shares
|
$406,334
0.03% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
3,395
shares
|
$405,498
0.03% of portfolio
|
Q2 2024
Added 2.94%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,387
shares
|
$404,543
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,381
shares
|
$403,826
0.2% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
3,371
shares
|
$402,632
0.06% of portfolio
|
Q4 2023
Reduced 5.6%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
3,360
shares
|
$401,318
0.02% of portfolio
|
Q1 2024
Added 53.14%
|