Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,124 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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
26,451
shares
|
$3.2 Million
0.61% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
26,303
shares
|
$3.18 Million
1.18% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
26,280
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
26,270
shares
|
$3.18 Million
0.52% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
26,264
shares
|
$3.18 Million
0.37% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
26,250
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
26,028
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 131.09%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
25,924
shares
|
$3.14 Million
1.11% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
25,850
shares
|
$3.13 Million
0.29% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
25,806
shares
|
$3.12 Million
0.36% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
25,783
shares
|
$3.12 Million
1.07% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
25,783
shares
|
$3.12 Million
1.49% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,714
shares
|
$3.11 Million
0.26% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,626
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
25,478
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,449
shares
|
$3.08 Million
1.17% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
25,400
shares
|
$3.07 Million
1.0% of portfolio
|
Q2 2024
Added 70.47%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,341
shares
|
$3.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
25,122
shares
|
$3.04 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
25,000
shares
|
$3.03 Million
0.18% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
24,880
shares
|
$3.01 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
24,669
shares
|
$2.99 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
24,589
shares
|
$2.98 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
24,532
shares
|
$2.97 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
24,520
shares
|
$2.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.58%
|