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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
24,497
shares
|
$2.97 Million
0.02% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
24,442
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
24,131
shares
|
$2.92 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
24,113
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
24,045
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
24,029
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
24,016
shares
|
$2.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,932
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
23,740
shares
|
$2.87 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
23,694
shares
|
$2.87 Million
1.75% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
23,635
shares
|
$2.86 Million
0.5% of portfolio
|
Q3 2024
Added 28.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
23,582
shares
|
$2.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
23,538
shares
|
$2.85 Million
0.96% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
23,480
shares
|
$2.84 Million
0.79% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
23,469
shares
|
$2.84 Million
0.33% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
23,454
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
23,343
shares
|
$2.83 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
23,212
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2024
Reduced 9.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
23,168
shares
|
$2.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
23,088
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2024
Reduced 34.71%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,016
shares
|
$2.79 Million
0.05% of portfolio
|
Q3 2022
Added 312.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,959
shares
|
$2.78 Million
0.06% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
22,949
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
22,872
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 3067.87%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
22,782
shares
|
$2.76 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.06%
|