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 |
---|---|---|---|---|---|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
3,118
shares
|
$372,413
0.01% of portfolio
|
Q4 2022
Reduced 14.59%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,117
shares
|
$372,294
0.07% of portfolio
|
Q3 2024
Added 2.03%
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
3,104
shares
|
$370,741
0.05% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
3,097
shares
|
$369,905
0.35% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,095
shares
|
$369,666
0.31% of portfolio
|
Q3 2024
New holding
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,082
shares
|
$368,114
0.06% of portfolio
|
Q4 2020
New holding
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
3,080
shares
|
$367,875
0.17% of portfolio
|
Q4 2023
New holding
|
|
Manchester Financial Inc
|
Jul 17, 2024 Q2 2024 |
3,058
shares
|
$365,247
0.08% of portfolio
|
Q1 2024
Added 1.56%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
3,054
shares
|
$364,769
0.04% of portfolio
|
Q2 2024
Added 0.03%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
3,053
shares
|
$364,650
0.14% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,050
shares
|
$364,292
0.14% of portfolio
|
Q1 2024
Added 134.62%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
3,044
shares
|
$363,575
0.03% of portfolio
|
Q2 2024
Added 9.69%
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2024 Q2 2024 |
3,038
shares
|
$362,858
0.17% of portfolio
|
Q2 2024
Added 0.36%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
3,037
shares
|
$362,739
0.01% of portfolio
|
Q1 2024
Added 2.19%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,029
shares
|
$361,783
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
3,023
shares
|
$361,067
0.15% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,016
shares
|
$360,231
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
3,013
shares
|
$359,872
0.19% of portfolio
|
Q1 2024
Added 1.18%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
3,011
shares
|
$359,633
0.0% of portfolio
|
Q2 2024
Reduced 20.13%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,003
shares
|
$358,678
0.16% of portfolio
|
Q3 2024
New holding
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$358,320
0.07% of portfolio
|
Q2 2022
Reduced 60.26%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
3,000
shares
|
$358,320
0.06% of portfolio
|
Q2 2021
New holding
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
3,000
shares
|
$358,320
0.02% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,997
shares
|
$357,961
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
2,989
shares
|
$357,006
0.1% of portfolio
|
Q2 2024
Added 0.71%
|