Morgan Stanley MS
We take great care to ensure that the data presented and summarized in this overview for MORGAN STANLEY is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MS
View all-
Mitsubishi Ufj Financial Group Inc377MShares$49.9 Billion0.0% of portfolio
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State Street Corp Boston, MA110MShares$14.6 Billion0.48% of portfolio
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Vanguard Group Inc Valley Forge, PA109MShares$14.5 Billion0.21% of portfolio
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Black Rock Inc. New York, NY84.4MShares$11.2 Billion0.19% of portfolio
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Jpmorgan Chase & CO New York, NY41MShares$5.42 Billion0.35% of portfolio
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Wellington Management Group LLP Boston, MA31.2MShares$4.12 Billion0.58% of portfolio
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Capital International Investors Los Angeles, CA30MShares$3.97 Billion0.62% of portfolio
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Geode Capital Management, LLC Boston, MA25.2MShares$3.34 Billion0.22% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa22.4MShares$2.96 Billion0.96% of portfolio
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Bank Of America Corp Charlotte, NC20.8MShares$2.75 Billion0.18% of portfolio
Latest Institutional Activity in MS
Top Purchases
Top Sells
About MS
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Insider Transactions at MS
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Oct 17
2024
|
Stephen J Luczo Director |
SELL
Open market or private sale
|
Indirect |
60,000
-30.25%
|
$7,140,000
$119.17 P/Share
|
Aug 13
2024
|
Eric F Grossman Chief Legal/Admin Officer |
SELL
Other acquisition or disposition
|
Direct |
58,705
-22.69%
|
-
|
Jul 26
2024
|
Mandell Crawley Chief Human Resources Officer |
SELL
Open market or private sale
|
Direct |
3,500
-7.49%
|
$367,500
$105.25 P/Share
|
Jul 24
2024
|
James P Gorman Executive Chairman |
SELL
Bona fide gift
|
Direct |
9,700
-2.33%
|
-
|
Jul 19
2024
|
Sharon Yeshaya Chief Financial Officer |
SELL
Open market or private sale
|
Indirect |
15,547
-100.0%
|
$1,616,888
$104.0 P/Share
|
Jul 18
2024
|
Raja Akram Deputy Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
7,500
-7.93%
|
$795,000
$106.37 P/Share
|
Jul 17
2024
|
James P Gorman Executive Chairman |
SELL
Open market or private sale
|
Indirect |
200,000
-57.14%
|
$21,000,000
$105.06 P/Share
|
Jul 17
2024
|
Edward N Pick Chief Executive Officer |
BUY
Other acquisition or disposition
|
Direct |
200,000
+19.97%
|
$21,200,000
$106.12 P/Share
|
Jul 17
2024
|
Daniel A Simkowitz Co-President |
SELL
Open market or private sale
|
Direct |
40,000
-8.29%
|
$4,240,000
$106.54 P/Share
|
Jul 17
2024
|
Robert H Herz Director |
SELL
Open market or private sale
|
Direct |
1,000
-0.52%
|
$106,000
$106.63 P/Share
|
Jun 01
2024
|
Shelley B Leibowitz Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+5.47%
|
-
|
Jun 01
2024
|
Dennis M Nally Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+6.05%
|
-
|
Jun 01
2024
|
Thomas H Glocer Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,703
+1.63%
|
$177,744
$48.6 P/Share
|
Jun 01
2024
|
Megan Butler Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+50.0%
|
-
|
Jun 01
2024
|
Judith A Miscik Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+4.2%
|
-
|
Jun 01
2024
|
Stephen J Luczo Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,189
+8.14%
|
$153,072
$48.6 P/Share
|
Jun 01
2024
|
Robert H Herz Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+2.69%
|
-
|
Jun 01
2024
|
Erika H James Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+21.23%
|
-
|
Jun 01
2024
|
Mary L Schapiro Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+6.98%
|
-
|
Jun 01
2024
|
Rayford Wilkins Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,675
+3.56%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 1.14M shares |
---|---|
Bona fide gift | 6.81K shares |
Other acquisition or disposition | 200K shares |
Open market or private sale | 757K shares |
---|---|
Payment of exercise price or tax liability | 611K shares |
Discretionary transaction | 1.24K shares |
Bona fide gift | 152K shares |
Other acquisition or disposition | 58.7K shares |