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 |
---|---|---|---|---|---|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
2,486
shares
|
$296,927
0.11% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
2,485
shares
|
$296,808
0.13% of portfolio
|
Q4 2023
New holding
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
2,482
shares
|
$296,450
0.02% of portfolio
|
Q2 2024
Reduced 13.76%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
2,481
shares
|
$296,330
0.14% of portfolio
|
Q2 2024
Added 3.98%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
2,476
shares
|
$295,733
0.03% of portfolio
|
Q2 2024
Added 3.69%
|
|
Kaizen Financial Strategies
|
Aug 02, 2024 Q2 2024 |
2,474
shares
|
$295,494
0.16% of portfolio
|
Q2 2024
Added 0.73%
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Aug 05, 2024 Q2 2024 |
2,466
shares
|
$294,539
0.08% of portfolio
|
Q2 2024
Added 0.65%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
2,464
shares
|
$294,300
0.01% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
2,456
shares
|
$293,344
0.01% of portfolio
|
Q2 2024
Added 6.64%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,455
shares
|
$293,225
0.02% of portfolio
|
Q3 2024
New holding
|
|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
2,446
shares
|
$292,150
0.03% of portfolio
|
Q2 2024
Added 0.12%
|
|
Vantage Consulting Group Inc
Virginia Beach, VA |
Aug 14, 2024 Q2 2024 |
2,439
shares
|
$291,314
0.39% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
2,426
shares
|
$289,761
0.11% of portfolio
|
Q4 2023
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,424
shares
|
$289,522
0.02% of portfolio
|
Q3 2023
Reduced 1.42%
|
|
Boston Trust Walden Corp
|
Jul 19, 2024 Q2 2024 |
2,423
shares
|
$289,403
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nbw Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,419
shares
|
$288,925
0.05% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,419
shares
|
$288,925
0.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
2,418
shares
|
$288,805
0.01% of portfolio
|
Q2 2024
Added 1.98%
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
2,409
shares
|
$287,730
0.02% of portfolio
|
Q3 2023
Reduced 4.59%
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
2,404
shares
|
$287,133
0.14% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
2,400
shares
|
$286,656
0.07% of portfolio
|
Q2 2024
New holding
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,398
shares
|
$286,417
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Aug 06, 2024 Q2 2024 |
2,396
shares
|
$286,178
0.14% of portfolio
|
Q4 2023
New holding
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
2,392
shares
|
$285,700
0.06% of portfolio
|
Q2 2024
Added 7.26%
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,392
shares
|
$285,700
0.17% of portfolio
|
Q2 2024
New holding
|