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 |
---|---|---|---|---|---|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
2,719
shares
|
$324,757
0.0% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
2,718
shares
|
$324,637
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$322,726
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,700
shares
|
$322,488
0.14% of portfolio
|
Q1 2024
New holding
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
2,690
shares
|
$321,293
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2024 Q2 2024 |
2,689
shares
|
$321,174
0.04% of portfolio
|
Q2 2024
Added 1.59%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
2,688
shares
|
$321,054
0.13% of portfolio
|
Q2 2024
Added 2.32%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
2,678
shares
|
$319,860
0.07% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$319,740
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
2,671
shares
|
$319,024
0.01% of portfolio
|
Q2 2024
Added 2.14%
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,670
shares
|
$318,904
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,662
shares
|
$317,949
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
2,661
shares
|
$317,829
0.16% of portfolio
|
Q3 2024
Added 17.64%
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,644
shares
|
$315,799
0.08% of portfolio
|
Q3 2024
Added 23.26%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
2,644
shares
|
$315,799
0.06% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
2,642
shares
|
$315,560
0.04% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
2,637
shares
|
$314,963
0.02% of portfolio
|
Q2 2024
Added 20.36%
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,630
shares
|
$314,127
0.09% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
2,628
shares
|
$313,888
0.03% of portfolio
|
Q2 2023
Added 4.66%
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,628
shares
|
$313,888
0.02% of portfolio
|
Q3 2024
New holding
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
2,622
shares
|
$313,171
0.13% of portfolio
|
Q2 2024
Added 0.27%
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,620
shares
|
$312,932
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
2,610
shares
|
$311,738
0.03% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2,607
shares
|
$311,380
0.05% of portfolio
|
Q3 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,601
shares
|
$310,663
0.04% of portfolio
|
Q3 2024
Added 131.82%
|