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 |
---|---|---|---|---|---|
Pine Bridge Investments, L.P.
|
Aug 14, 2024 Q2 2024 |
2,288
shares
|
$273,278
0.0% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
2,288
shares
|
$273,278
0.02% of portfolio
|
Q4 2023
New holding
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
2,276
shares
|
$271,845
0.03% of portfolio
|
Q2 2024
New holding
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
2,274
shares
|
$271,606
0.19% of portfolio
|
Q2 2024
Added 7.06%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
2,265
shares
|
$270,531
0.0% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
2,261
shares
|
$270,053
0.03% of portfolio
|
Q2 2024
Added 1.16%
|
|
Deseret Mutual Benefit Administrators
|
Aug 02, 2024 Q2 2024 |
2,255
shares
|
$269,337
0.1% of portfolio
|
Q2 2024
Added 2.41%
|
|
Montz Harcus Wealth Management LLC
|
Jul 19, 2024 Q2 2024 |
2,242
shares
|
$267,784
0.14% of portfolio
|
Q2 2024
Added 0.45%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
2,240
shares
|
$267,545
0.15% of portfolio
|
Q2 2024
Reduced 10.15%
|
|
Veracity Capital LLC
|
Jul 22, 2024 Q2 2024 |
2,238
shares
|
$267,306
0.09% of portfolio
|
Q2 2024
New holding
|
|
Everett Harris & CO
|
Aug 01, 2024 Q2 2024 |
2,231
shares
|
$266,470
0.0% of portfolio
|
Q2 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,231
shares
|
$266,470
0.04% of portfolio
|
Q2 2024
Added 1.13%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,226
shares
|
$265,873
0.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,223
shares
|
$265,515
0.05% of portfolio
|
Q3 2024
Added 329.98%
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,207
shares
|
$263,604
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,206
shares
|
$263,484
0.03% of portfolio
|
Q2 2024
Added 1.38%
|
|
Groesbeck Investment Management Corp
|
Jul 26, 2024 Q2 2024 |
2,200
shares
|
$262,768
0.3% of portfolio
|
Q4 2023
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,196
shares
|
$262,290
0.15% of portfolio
|
Q2 2023
Reduced 6.55%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
2,195
shares
|
$262,170
0.21% of portfolio
|
Q2 2024
New holding
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
2,194
shares
|
$262,051
0.08% of portfolio
|
Q1 2024
New holding
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
2,193
shares
|
$261,931
0.02% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,190
shares
|
$261,573
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2024 Q2 2024 |
2,188
shares
|
$261,334
0.06% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,183
shares
|
$260,737
0.05% of portfolio
|
Q4 2023
New holding
|
|
Welch Group, LLC
|
Jul 17, 2024 Q2 2024 |
2,179
shares
|
$260,259
0.01% of portfolio
|
Q1 2024
Reduced 13.5%
|