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 |
---|---|---|---|---|---|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
189
shares
|
$22,574
0.01% of portfolio
|
Q1 2024
Added 0.53%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
189
shares
|
$22,574
0.01% of portfolio
|
Q2 2024
Reduced 57.43%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
186
shares
|
$22,215
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
182
shares
|
$21,738
0.01% of portfolio
|
Q3 2023
New holding
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
178
shares
|
$21,260
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
177
shares
|
$21,140
0.01% of portfolio
|
Q4 2023
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
176
shares
|
$21,021
0.0% of portfolio
|
Q2 2024
Reduced 69.66%
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 19, 2024 Q2 2024 |
175
shares
|
$20,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
174
shares
|
$20,782
0.01% of portfolio
|
Q1 2024
Added 46.22%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
173
shares
|
$20,663
0.01% of portfolio
|
Q4 2023
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
166
shares
|
$19,827
0.01% of portfolio
|
Q1 2024
Reduced 26.87%
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
156
shares
|
$18,632
0.0% of portfolio
|
Q3 2017
New holding
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
154
shares
|
$18,393
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
152
shares
|
$18,154
0.0% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
150
shares
|
$17,916
0.0% of portfolio
|
Q2 2024
Reduced 52.08%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
149
shares
|
$17,796
0.01% of portfolio
|
Q2 2024
Added 43.27%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
142
shares
|
$16,960
0.02% of portfolio
|
Q1 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
135
shares
|
$16,124
0.0% of portfolio
|
Q1 2024
Reduced 97.7%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
135
shares
|
$16,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
126
shares
|
$15,049
0.01% of portfolio
|
Q2 2024
Added 12.5%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
125
shares
|
$14,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
120
shares
|
$14,332
0.01% of portfolio
|
Q1 2023
Added 20.0%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
120
shares
|
$14,332
0.0% of portfolio
|
Q2 2024
Added 39.53%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
118
shares
|
$14,093
0.0% of portfolio
|
Q2 2024
Added 20.41%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
117
shares
|
$13,974
0.01% of portfolio
|
Q4 2023
New holding
|