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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
17,872
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
17,760
shares
|
$2.15 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,619
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2024
Added 115.92%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
17,523
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
17,449
shares
|
$2.11 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
17,441
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,397
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
17,326
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
17,221
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2024
Added 588.84%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
17,200
shares
|
$2.08 Million
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
17,183
shares
|
$2.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 19.94%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
17,146
shares
|
$2.08 Million
1.43% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
17,143
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,141
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Added 24.54%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
17,118
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
17,066
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
17,051
shares
|
$2.06 Million
0.96% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
17,042
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
17,042
shares
|
$2.06 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
16,936
shares
|
$2.05 Million
0.73% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
16,900
shares
|
$2.05 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
16,796
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
16,707
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.27%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,666
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,640
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2022
Added 8.4%
|