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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
10,343
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,294
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,289
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,237
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
10,228
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
10,171
shares
|
$1.23 Million
0.19% of portfolio
|
Q3 2024
Added 37.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
10,065
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
10,061
shares
|
$1.22 Million
0.91% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
10,023
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Greenhaven Associates Inc
|
Oct 02, 2024 Q3 2024 |
10,000
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2021
Reduced 96.26%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,992
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,954
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 154.97%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
9,950
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 19.86%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,907
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,901
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Rpo LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
9,871
shares
|
$1.19 Million
1.11% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
9,818
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,797
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
9,768
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,725
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
9,709
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
9,708
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,689
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
9,658
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,589
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.03%
|