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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
13,101
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Added 193.48%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
13,039
shares
|
$1.58 Million
0.5% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
13,031
shares
|
$1.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,912
shares
|
$1.56 Million
0.53% of portfolio
|
Q3 2024
Added 184.72%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
12,911
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,893
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
12,761
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
12,736
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
12,709
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
12,707
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2022
Added 59.86%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
12,667
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 90.34%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
12,654
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
12,629
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
12,600
shares
|
$1.53 Million
0.4% of portfolio
|
Q2 2020
Reduced 30.0%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
12,554
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
12,538
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
12,501
shares
|
$1.51 Million
0.53% of portfolio
|
Q4 2023
Added 7.36%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
12,430
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2024
Added 39.98%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
12,336
shares
|
$1.49 Million
1.26% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
12,319
shares
|
$1.49 Million
0.73% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
12,284
shares
|
$1.49 Million
0.49% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
12,251
shares
|
$1.48 Million
0.33% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
12,218
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
12,151
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.2%
|