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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
19,922
shares
|
$2.41 Million
0.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
19,723
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,695
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2024
Reduced 32.11%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
19,669
shares
|
$2.38 Million
0.39% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19,594
shares
|
$2.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
19,508
shares
|
$2.36 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
19,486
shares
|
$2.36 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,308
shares
|
$2.34 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
19,216
shares
|
$2.33 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
19,184
shares
|
$2.32 Million
0.68% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
19,161
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
18,979
shares
|
$2.3 Million
1.28% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
18,884
shares
|
$2.29 Million
0.12% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
18,831
shares
|
$2.28 Million
0.75% of portfolio
|
Q3 2024
Reduced 59.25%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,735
shares
|
$2.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
18,700
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,550
shares
|
$2.25 Million
0.21% of portfolio
|
Q4 2023
Reduced 18.46%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
18,336
shares
|
$2.22 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,258
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
18,238
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
18,130
shares
|
$2.19 Million
0.75% of portfolio
|
Q2 2024
Reduced 42.36%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
18,100
shares
|
$2.19 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
18,076
shares
|
$2.19 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
18,053
shares
|
$2.19 Million
0.13% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
18,000
shares
|
$2.18 Million
0.59% of portfolio
|
Q3 2024
New holding
|