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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
12,117
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
12,099
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 203.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
12,097
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2022
Added 25.27%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
12,060
shares
|
$1.46 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
12,000
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,976
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
11,968
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,960
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 79.16%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,945
shares
|
$1.45 Million
0.31% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,895
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
11,827
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
11,796
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
11,744
shares
|
$1.42 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
11,674
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,643
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
11,633
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
11,597
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,559
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.51%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
11,550
shares
|
$1.4 Million
0.55% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,447
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,439
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
11,411
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
11,400
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2020
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
11,383
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
11,375
shares
|
$1.38 Million
0.2% of portfolio
|
Q1 2024
Added 100.44%
|