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 |
---|---|---|---|---|---|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
2,600
shares
|
$310,544
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
2,600
shares
|
$310,544
0.04% of portfolio
|
Q3 2024
New holding
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
2,600
shares
|
$310,544
0.19% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$310,544
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,594
shares
|
$309,827
0.04% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
2,593
shares
|
$309,707
0.08% of portfolio
|
Q2 2024
Added 1.05%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,590
shares
|
$309,349
0.06% of portfolio
|
Q2 2024
Added 2.21%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
2,583
shares
|
$308,513
0.02% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
2,579
shares
|
$308,035
0.09% of portfolio
|
Q1 2024
Added 13.76%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
2,563
shares
|
$306,124
0.08% of portfolio
|
Q2 2024
New holding
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
2,555
shares
|
$305,169
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
Bank Of Marin
Novato, CA |
Aug 09, 2024 Q2 2024 |
2,553
shares
|
$304,930
0.22% of portfolio
|
Q2 2024
New holding
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
2,551
shares
|
$304,691
0.05% of portfolio
|
Q3 2024
Added 4.25%
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,540
shares
|
$303,377
0.07% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Aug 02, 2024 Q2 2024 |
2,536
shares
|
$302,899
0.28% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,533
shares
|
$302,541
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
2,531
shares
|
$302,302
0.04% of portfolio
|
Q2 2024
Added 9.42%
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,527
shares
|
$301,824
0.1% of portfolio
|
Q3 2024
Added 8.73%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,527
shares
|
$301,824
0.13% of portfolio
|
Q2 2024
Added 0.16%
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 15, 2024 Q2 2024 |
2,523
shares
|
$301,347
0.17% of portfolio
|
Q2 2024
New holding
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
2,521
shares
|
$301,108
0.01% of portfolio
|
Q4 2023
Reduced 10.63%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
2,505
shares
|
$299,197
0.02% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
2,500
shares
|
$298,600
0.07% of portfolio
|
Q4 2023
Reduced 15.72%
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$298,600
0.01% of portfolio
|
Q4 2022
New holding
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
2,494
shares
|
$297,883
0.17% of portfolio
|
Q2 2024
Reduced 34.23%
|