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 |
---|---|---|---|---|---|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,389
shares
|
$285,342
0.08% of portfolio
|
Q2 2024
New holding
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
2,381
shares
|
$284,386
0.03% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
2,381
shares
|
$284,386
0.03% of portfolio
|
Q2 2024
New holding
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
2,379
shares
|
$284,147
0.01% of portfolio
|
Q2 2024
Added 1.23%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$283,908
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,365
shares
|
$282,475
0.09% of portfolio
|
Q2 2024
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,356
shares
|
$281,400
0.07% of portfolio
|
Q2 2024
New holding
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
2,351
shares
|
$280,803
0.02% of portfolio
|
Q2 2024
Added 6.57%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
2,348
shares
|
$280,445
0.02% of portfolio
|
Q2 2024
New holding
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,345
shares
|
$280,086
0.11% of portfolio
|
Q4 2023
New holding
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,344
shares
|
$279,967
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
2,340
shares
|
$279,489
0.09% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
2,333
shares
|
$278,653
0.09% of portfolio
|
Q2 2024
Added 16.59%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,332
shares
|
$278,534
0.02% of portfolio
|
Q3 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 09, 2024 Q3 2024 |
2,331
shares
|
$278,414
0.16% of portfolio
|
Q2 2024
Reduced 12.76%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
2,328
shares
|
$278,056
0.06% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$277,936
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
2,325
shares
|
$277,698
0.06% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
Primoris Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
2,305
shares
|
$275,309
0.18% of portfolio
|
Q4 2023
New holding
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
2,305
shares
|
$275,309
0.09% of portfolio
|
Q2 2024
Added 0.74%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
2,304
shares
|
$275,189
0.02% of portfolio
|
Q2 2024
New holding
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
2,303
shares
|
$275,070
0.06% of portfolio
|
Q2 2024
New holding
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
2,303
shares
|
$275,070
0.02% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
2,297
shares
|
$274,353
0.01% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 14, 2024 Q2 2024 |
2,293
shares
|
$273,875
0.0% of portfolio
|
Q2 2024
Reduced 19.43%
|