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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
9,576
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2023
Reduced 51.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,557
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Added 44.54%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,513
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
9,400
shares
|
$1.14 Million
0.66% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
9,348
shares
|
$1.13 Million
0.6% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
9,346
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
9,319
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,308
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
9,248
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
9,222
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
9,218
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 231.34%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
9,214
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,188
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
9,164
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
9,143
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 322.9%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,104
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
8,944
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
8,907
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 59.28%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
8,818
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
8,792
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,777
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
8,740
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
8,710
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
8,700
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
8,687
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 134.91%
|