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 |
---|---|---|---|---|---|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 25, 2024 Q2 2024 |
1,856
shares
|
$221,680
0.08% of portfolio
|
Q1 2024
Added 0.71%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$219,172
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$219,052
0.02% of portfolio
|
Q2 2023
Added 65.82%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
1,794
shares
|
$214,275
0.0% of portfolio
|
Q2 2024
Reduced 45.52%
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,792
shares
|
$214,036
0.09% of portfolio
|
Q3 2024
Added 0.96%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$211,050
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,746
shares
|
$208,542
0.14% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
Godsey & Gibb Associates
|
Jul 23, 2024 Q2 2024 |
1,725
shares
|
$206,034
0.02% of portfolio
|
Q2 2024
Added 2.31%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
1,702
shares
|
$203,286
0.03% of portfolio
|
Q2 2024
Reduced 74.62%
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
1,677
shares
|
$200,300
0.02% of portfolio
|
Q2 2024
Added 139.57%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$199,823
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$191,104
0.09% of portfolio
|
Q4 2023
New holding
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,525
shares
|
$182,146
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$179,160
0.01% of portfolio
|
Q3 2022
New holding
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,494
shares
|
$178,443
0.13% of portfolio
|
Q3 2024
Added 11.66%
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,473
shares
|
$175,935
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
1,467
shares
|
$175,218
0.11% of portfolio
|
Q2 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
1,430
shares
|
$170,799
0.03% of portfolio
|
Q2 2024
Reduced 35.12%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,410
shares
|
$168,410
0.04% of portfolio
|
Q2 2023
Reduced 4.41%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
1,391
shares
|
$166,141
0.07% of portfolio
|
Q2 2024
Added 4.19%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,381
shares
|
$164,946
0.14% of portfolio
|
Q4 2023
Added 68950.0%
|
|
Silvant Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
1,357
shares
|
$162,080
0.01% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,341
shares
|
$160,169
0.05% of portfolio
|
Q1 2024
Added 9.92%
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,295
shares
|
$154,674
0.05% of portfolio
|
Q3 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,280
shares
|
$152,883
0.05% of portfolio
|
Q3 2024
Reduced 91.92%
|