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 |
---|---|---|---|---|---|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
2,984
shares
|
$356,408
0.02% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
2,983
shares
|
$356,289
0.09% of portfolio
|
Q2 2024
New holding
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
2,980
shares
|
$355,931
0.18% of portfolio
|
Q2 2024
Added 0.4%
|
|
Omnia Family Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
2,966
shares
|
$354,259
0.12% of portfolio
|
Q2 2024
Added 3.17%
|
|
Blue Fin Capital, Inc.
|
Jul 30, 2024 Q2 2024 |
2,965
shares
|
$354,139
0.06% of portfolio
|
Q4 2023
New holding
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
2,951
shares
|
$352,467
0.01% of portfolio
|
Q2 2024
Added 3.18%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
2,946
shares
|
$351,870
0.08% of portfolio
|
Q2 2024
New holding
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
2,929
shares
|
$349,839
0.01% of portfolio
|
Q2 2024
Added 8.84%
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,928
shares
|
$349,720
0.08% of portfolio
|
Q3 2024
Added 6.94%
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,926
shares
|
$349,481
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
2,924
shares
|
$349,242
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
2,921
shares
|
$348,884
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fulcrum Capital LLC
|
Jul 22, 2024 Q2 2024 |
2,921
shares
|
$348,884
0.07% of portfolio
|
Q4 2023
Added 5.87%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
2,914
shares
|
$348,048
0.01% of portfolio
|
Q2 2024
New holding
|
|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
2,910
shares
|
$347,570
0.11% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
2,907
shares
|
$347,212
0.09% of portfolio
|
Q2 2024
New holding
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,902
shares
|
$346,614
0.41% of portfolio
|
Q3 2023
Added 2.11%
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
2,900
shares
|
$346,376
0.05% of portfolio
|
Q3 2023
Added 7.41%
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 30, 2024 Q2 2024 |
2,897
shares
|
$346,017
0.34% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
2,886
shares
|
$344,703
0.21% of portfolio
|
Q2 2024
Added 12.16%
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,885
shares
|
$344,584
0.0% of portfolio
|
Q2 2024
Reduced 80.19%
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2024 Q2 2024 |
2,854
shares
|
$340,881
0.07% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,846
shares
|
$339,926
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
2,841
shares
|
$339,329
0.2% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
2,837
shares
|
$338,851
0.05% of portfolio
|
Q2 2024
New holding
|