Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,383 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13,858
shares
|
$1.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
13,829
shares
|
$1.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
13,809
shares
|
$1.54 Million
0.96% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
13,744
shares
|
$1.54 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,739
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
13,703
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
13,676
shares
|
$1.53 Million
0.34% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
13,659
shares
|
$1.53 Million
0.59% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
13,615
shares
|
$1.52 Million
0.34% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,614
shares
|
$1.52 Million
0.16% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,598
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 129.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
13,550
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 40.05%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
13,500
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2019
Reduced 6.59%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,470
shares
|
$1.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
13,400
shares
|
$1.5 Million
0.79% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
13,400
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
13,350
shares
|
$1.49 Million
0.17% of portfolio
|
Q4 2024
Reduced 40.79%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,290
shares
|
$1.48 Million
0.15% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
13,265
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,160
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
13,093
shares
|
$1.46 Million
0.43% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,045
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,971
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12,843
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
12,830
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 5.59%
|