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 |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,140
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
14,120
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,117
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
14,099
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2024
Added 354.22%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
14,074
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
13,946
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
13,937
shares
|
$1.69 Million
0.65% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
13,936
shares
|
$1.69 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,649
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,614
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
13,579
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,576
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
13,568
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
13,525
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2024
Added 139.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
13,505
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2019
Reduced 6.59%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
13,491
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$1.62 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
13,387
shares
|
$1.62 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
13,344
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
13,280
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 105.32%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
13,279
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
13,210
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,158
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
13,102
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.6%
|