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 |
---|---|---|---|---|---|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,830
shares
|
$338,015
0.1% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,826
shares
|
$337,537
0.06% of portfolio
|
Q2 2023
Added 11.04%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
2,826
shares
|
$337,537
0.06% of portfolio
|
Q2 2024
Added 83.03%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
2,824
shares
|
$337,298
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,823
shares
|
$337,179
0.04% of portfolio
|
Q3 2023
Added 0.11%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
2,822
shares
|
$337,059
0.01% of portfolio
|
Q2 2024
Added 16.32%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,808
shares
|
$335,387
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
2,799
shares
|
$334,312
0.01% of portfolio
|
Q2 2024
Added 0.94%
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,798
shares
|
$334,193
0.17% of portfolio
|
Q2 2024
Added 1.86%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
2,795
shares
|
$333,834
0.07% of portfolio
|
Q2 2024
Added 7.83%
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,793
shares
|
$333,595
0.05% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,788
shares
|
$332,998
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
2,784
shares
|
$332,520
0.15% of portfolio
|
Q3 2024
Reduced 41.64%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
2,782
shares
|
$332,282
0.01% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
Wilkinson Global Asset Management LLC
|
Aug 06, 2024 Q2 2024 |
2,774
shares
|
$331,326
0.02% of portfolio
|
Q2 2024
Reduced 38.27%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
2,767
shares
|
$330,490
0.01% of portfolio
|
Q2 2024
Reduced 16.58%
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$329,654
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,759
shares
|
$329,534
0.24% of portfolio
|
Q3 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,748
shares
|
$328,221
0.01% of portfolio
|
Q2 2024
Added 1.66%
|
|
Clear Harbor Asset Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,745
shares
|
$327,862
0.02% of portfolio
|
Q1 2024
Added 1.18%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
2,744
shares
|
$327,743
0.05% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Jackson Square Capital, LLC
|
Aug 05, 2024 Q2 2024 |
2,741
shares
|
$327,385
0.07% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
2,727
shares
|
$325,712
0.08% of portfolio
|
Q4 2023
New holding
|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,725
shares
|
$325,474
0.08% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 12, 2024 Q2 2024 |
2,719
shares
|
$324,757
0.07% of portfolio
|
Q1 2021
New holding
|