Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 institutions that hold shares in the stock, with a total of 1.31 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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
66,327
shares
|
$7.99 Million
0.06% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
66,250
shares
|
$7.98 Million
1.44% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,962
shares
|
$7.95 Million
3.49% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
65,907
shares
|
$7.94 Million
0.11% of portfolio
|
Q3 2024
Added 44.07%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
65,889
shares
|
$7.94 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
65,353
shares
|
$7.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 22.71%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
64,694
shares
|
$7.8 Million
0.84% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
64,353
shares
|
$7.75 Million
0.16% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,125
shares
|
$7.73 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
63,955
shares
|
$7.71 Million
1.93% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
62,395
shares
|
$7.52 Million
0.52% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
62,267
shares
|
$7.5 Million
0.01% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
61,380
shares
|
$7.4 Million
0.14% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
61,210
shares
|
$7.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
61,101
shares
|
$7.36 Million
0.14% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
61,053
shares
|
$7.36 Million
1.04% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
60,845
shares
|
$7.33 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
59,758
shares
|
$7.2 Million
0.07% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
58,878
shares
|
$7.09 Million
3.21% of portfolio
|
Q1 2024
Added 65.96%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
58,826
shares
|
$7.09 Million
0.19% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
58,649
shares
|
$7.07 Million
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
58,115
shares
|
$7 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
57,933
shares
|
$6.98 Million
0.07% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
57,814
shares
|
$6.97 Million
1.86% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
57,338
shares
|
$6.91 Million
0.27% of portfolio
|
Q3 2024
Added 166.86%
|