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 |
---|---|---|---|---|---|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
23
shares
|
$2,747
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
22
shares
|
$2,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
West End Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
21
shares
|
$2,508
0.0% of portfolio
|
Q2 2024
Added 320.0%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
17
shares
|
$2,030
0.0% of portfolio
|
Q2 2024
Reduced 79.27%
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
17
shares
|
$2,030
0.0% of portfolio
|
Q2 2023
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
17
shares
|
$2,030
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
15
shares
|
$1,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
15
shares
|
$1,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
13
shares
|
$1,552
0.0% of portfolio
|
Q1 2024
Reduced 80.6%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13
shares
|
$1,552
0.0% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
9
shares
|
$1,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
7
shares
|
$836
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
6
shares
|
$716
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
5
shares
|
$597
0.0% of portfolio
|
Q2 2024
Reduced 98.11%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
4
shares
|
$477
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$238
0.0% of portfolio
|
Q3 2024
New holding
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$119
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1
shares
|
$119
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|