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 |
---|---|---|---|---|---|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$50,045
0.06% of portfolio
|
Q1 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
418
shares
|
$49,925
0.02% of portfolio
|
Q4 2023
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$49,448
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$49,089
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
403
shares
|
$48,134
0.03% of portfolio
|
Q2 2024
Added 21.39%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
393
shares
|
$46,939
0.01% of portfolio
|
Q3 2024
Added 385.19%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$46,701
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
369
shares
|
$44,073
0.01% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
368
shares
|
$43,953
0.02% of portfolio
|
Q2 2024
Added 1.38%
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
363
shares
|
$43,356
0.01% of portfolio
|
Q3 2023
Reduced 97.39%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
356
shares
|
$42,520
0.01% of portfolio
|
Q2 2024
Added 45.31%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
349
shares
|
$41,684
0.03% of portfolio
|
Q2 2024
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
345
shares
|
$41,206
0.01% of portfolio
|
Q1 2024
Added 1.77%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
338
shares
|
$40,370
0.01% of portfolio
|
Q3 2023
New holding
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$38,698
0.06% of portfolio
|
Q4 2020
New holding
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
318
shares
|
$37,981
0.01% of portfolio
|
Q3 2023
Reduced 8.62%
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$37,981
0.01% of portfolio
|
Q2 2020
New holding
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
317
shares
|
$37,862
0.0% of portfolio
|
Q2 2024
Reduced 92.91%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
313
shares
|
$37,384
0.02% of portfolio
|
Q2 2024
New holding
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
311
shares
|
$37,145
0.0% of portfolio
|
Q4 2022
Reduced 99.87%
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
309
shares
|
$36,906
0.03% of portfolio
|
Q1 2023
Added 23.6%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
300
shares
|
$35,832
0.02% of portfolio
|
Q4 2021
New holding
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
300
shares
|
$35,832
0.02% of portfolio
|
Q4 2019
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$35,832
0.01% of portfolio
|
Q2 2024
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$35,593
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|