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 |
|---|---|---|---|---|---|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
21,174
shares
|
$2.56 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,174
shares
|
$2.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
21,159
shares
|
$2.56 Million
0.44% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
21,134
shares
|
$2.56 Million
0.04% of portfolio
|
Q3 2024
Added 474.29%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
21,045
shares
|
$2.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
20,980
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
20,938
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
20,921
shares
|
$2.53 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
20,875
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
20,770
shares
|
$2.51 Million
1.26% of portfolio
|
Q1 2024
Added 5.49%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
20,763
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
20,700
shares
|
$2.51 Million
0.15% of portfolio
|
Q3 2024
Added 27.72%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
20,692
shares
|
$2.5 Million
0.53% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,669
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
20,559
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
20,535
shares
|
$2.49 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
20,523
shares
|
$2.48 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
20,427
shares
|
$2.47 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
20,393
shares
|
$2.47 Million
0.17% of portfolio
|
Q3 2024
Added 55.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
20,312
shares
|
$2.46 Million
0.21% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,250
shares
|
$2.45 Million
0.44% of portfolio
|
Q2 2022
Reduced 2.15%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
20,150
shares
|
$2.44 Million
0.82% of portfolio
|
Q1 2022
Added 0.75%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$2.42 Million
3.39% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
20,000
shares
|
$2.42 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
19,981
shares
|
$2.42 Million
1.42% of portfolio
|
Q3 2024
Added 0.88%
|