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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
11,327
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Helios Capital Management Pte. LTD
|
Nov 13, 2024 Q3 2024 |
11,300
shares
|
$1.37 Million
0.73% of portfolio
|
Q3 2022
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
11,279
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,275
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
11,152
shares
|
$1.35 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
11,112
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
11,079
shares
|
$1.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
11,052
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
11,041
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
10,993
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
10,975
shares
|
$1.33 Million
0.63% of portfolio
|
Q3 2024
Added 54.51%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,851
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
10,835
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
10,835
shares
|
$1.31 Million
0.52% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
10,791
shares
|
$1.31 Million
0.72% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
10,743
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,723
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2024 Q3 2024 |
10,670
shares
|
$1.29 Million
0.81% of portfolio
|
Q4 2023
Added 7.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,626
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,519
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2023
Added 38.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,477
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10,401
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
10,376
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 67.73%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,358
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 24.21%
|