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 |
---|---|---|---|---|---|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,007
shares
|
$120,276
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$119,440
0.08% of portfolio
|
Q3 2024
New holding
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
1,000
shares
|
$119,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
1,000
shares
|
$119,440
0.02% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
1,000
shares
|
$119,440
0.03% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
980
shares
|
$117,051
0.03% of portfolio
|
Q1 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
975
shares
|
$116,454
0.03% of portfolio
|
Q1 2023
Added 5.41%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
970
shares
|
$115,856
0.0% of portfolio
|
Q1 2024
Reduced 38.49%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
964
shares
|
$115,140
0.06% of portfolio
|
Q2 2024
Added 0.84%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
958
shares
|
$114,423
0.01% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
898
shares
|
$107,257
0.06% of portfolio
|
Q2 2024
Reduced 36.27%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
891
shares
|
$106,421
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
885
shares
|
$105,704
0.02% of portfolio
|
Q3 2024
Added 0.68%
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
877
shares
|
$104,748
0.01% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
872
shares
|
$104,151
0.01% of portfolio
|
Q2 2024
Added 8.59%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
868
shares
|
$103,673
0.01% of portfolio
|
Q2 2024
Added 46.87%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
865
shares
|
$103,315
0.02% of portfolio
|
Q3 2023
Added 581.1%
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
862
shares
|
$102,957
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
858
shares
|
$102,479
0.02% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
850
shares
|
$101,524
0.03% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Cypress Capital, LLC
|
Aug 22, 2024 Q2 2024 |
847
shares
|
$101,165
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
845
shares
|
$100,926
0.03% of portfolio
|
Q4 2022
New holding
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
825
shares
|
$98,538
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
802
shares
|
$95,790
0.07% of portfolio
|
Q4 2023
Added 12.48%
|
|
Park Circle CO
|
Aug 02, 2024 Q2 2024 |
800
shares
|
$95,552
0.08% of portfolio
|
Q4 2023
Reduced 87.5%
|