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 |
---|---|---|---|---|---|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,350
shares
|
$400,124
0.01% of portfolio
|
Q1 2023
Reduced 4.5%
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
3,347
shares
|
$399,765
0.04% of portfolio
|
Q3 2024
Added 11.9%
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,345
shares
|
$399,526
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
3,328
shares
|
$397,496
0.13% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,327
shares
|
$397,376
0.03% of portfolio
|
Q3 2023
Reduced 50.61%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
3,313
shares
|
$395,704
0.04% of portfolio
|
Q2 2024
Added 5.68%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Aug 01, 2024 Q2 2024 |
3,296
shares
|
$393,674
0.13% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
3,292
shares
|
$393,196
0.03% of portfolio
|
Q2 2024
Reduced 68.89%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
3,267
shares
|
$390,210
0.01% of portfolio
|
Q2 2024
Reduced 10.47%
|
|
Easterly Investment Partners LLC
|
Jul 25, 2024 Q2 2024 |
3,267
shares
|
$390,210
0.03% of portfolio
|
Q2 2024
Reduced 97.93%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,253
shares
|
$388,538
0.1% of portfolio
|
Q2 2022
Reduced 9.01%
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 13, 2024 Q2 2024 |
3,239
shares
|
$386,866
0.26% of portfolio
|
Q4 2021
New holding
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,237
shares
|
$386,627
0.01% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
3,231
shares
|
$385,910
0.1% of portfolio
|
Q2 2024
New holding
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
3,230
shares
|
$385,791
0.14% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
3,197
shares
|
$381,849
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
3,192
shares
|
$381,252
0.08% of portfolio
|
Q2 2024
Reduced 19.19%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
3,181
shares
|
$379,938
0.12% of portfolio
|
Q2 2024
Reduced 12.85%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
3,178
shares
|
$379,580
0.04% of portfolio
|
Q2 2024
Added 4.71%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 09, 2024 Q2 2024 |
3,172
shares
|
$378,863
0.13% of portfolio
|
Q2 2024
Reduced 23.69%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
3,166
shares
|
$378,147
0.01% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,161
shares
|
$377,549
0.05% of portfolio
|
Q2 2024
Added 5.47%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
3,159
shares
|
$377,310
0.09% of portfolio
|
Q2 2024
Added 11.94%
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
3,149
shares
|
$376,116
0.04% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,141
shares
|
$375,161
0.04% of portfolio
|
Q3 2022
Reduced 6.41%
|