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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,132
shares
|
$1.83 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
15,063
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 92.11%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
15,031
shares
|
$1.82 Million
0.41% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$1.82 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
14,958
shares
|
$1.81 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
14,919
shares
|
$1.81 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
14,849
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
14,779
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
14,714
shares
|
$1.78 Million
0.22% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
14,704
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
14,700
shares
|
$1.78 Million
0.51% of portfolio
|
Q3 2021
Added 1.38%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,690
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
14,622
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
14,604
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 30.58%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,581
shares
|
$1.76 Million
0.21% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
14,414
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
14,388
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
14,357
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
14,335
shares
|
$1.74 Million
0.39% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
14,272
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,258
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
14,249
shares
|
$1.72 Million
0.18% of portfolio
|
Q3 2024
Added 95.03%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,217
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
14,151
shares
|
$1.71 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
14,146
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2024
Added 7.84%
|