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 |
---|---|---|---|---|---|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
2,080
shares
|
$248,435
0.08% of portfolio
|
Q2 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
2,080
shares
|
$248,435
0.03% of portfolio
|
Q2 2024
Added 0.87%
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Jul 16, 2024 Q2 2024 |
2,059
shares
|
$245,926
0.18% of portfolio
|
Q2 2024
New holding
|
|
Kanawha Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
2,058
shares
|
$245,807
0.02% of portfolio
|
Q2 2024
New holding
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
2,056
shares
|
$245,568
0.16% of portfolio
|
Q3 2024
New holding
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,055
shares
|
$245,449
0.05% of portfolio
|
Q3 2024
New holding
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,032
shares
|
$242,702
0.03% of portfolio
|
Q3 2024
New holding
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,027
shares
|
$242,104
0.08% of portfolio
|
Q3 2024
New holding
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
2,018
shares
|
$241,029
0.11% of portfolio
|
Q3 2024
New holding
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,006
shares
|
$239,596
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
2,002
shares
|
$239,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$238,880
0.14% of portfolio
|
Q3 2024
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,996
shares
|
$238,402
0.06% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,984
shares
|
$236,968
0.01% of portfolio
|
Q3 2024
New holding
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,982
shares
|
$236,730
0.08% of portfolio
|
Q3 2024
New holding
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,980
shares
|
$236,491
0.08% of portfolio
|
Q3 2024
New holding
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$234,699
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,948
shares
|
$232,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
1,933
shares
|
$230,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,896
shares
|
$226,458
0.04% of portfolio
|
Q2 2024
Added 4.69%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,889
shares
|
$225,622
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,889
shares
|
$225,622
0.04% of portfolio
|
Q3 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,880
shares
|
$224,547
0.01% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
1,871
shares
|
$223,472
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
1,864
shares
|
$222,636
0.0% of portfolio
|
Q2 2024
Added 133.29%
|