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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
16,636
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,591
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Added 121.18%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
16,581
shares
|
$2.01 Million
0.77% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
16,516
shares
|
$2 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
16,384
shares
|
$1.98 Million
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
16,375
shares
|
$1.98 Million
0.3% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,350
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
16,316
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
16,186
shares
|
$1.96 Million
0.78% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
16,131
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
16,039
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
15,944
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
15,924
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
15,852
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
15,568
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
15,471
shares
|
$1.87 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
15,357
shares
|
$1.86 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
15,302
shares
|
$1.85 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
15,287
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
15,287
shares
|
$1.85 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
15,281
shares
|
$1.85 Million
0.4% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,191
shares
|
$1.84 Million
0.46% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
15,160
shares
|
$1.83 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
15,153
shares
|
$1.83 Million
0.28% of portfolio
|
Q1 2024
Added 202.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
15,134
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Added 72.74%
|