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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,666
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,600
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 80.41%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
8,600
shares
|
$1.04 Million
0.55% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
8,550
shares
|
$1.03 Million
0.99% of portfolio
|
Q1 2021
New holding
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
8,511
shares
|
$1.03 Million
0.74% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Mint Tower Capital Management B.V.
|
Nov 13, 2024 Q3 2024 |
8,500
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
8,472
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
8,450
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 84.37%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
8,438
shares
|
$1.02 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
8,431
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
8,407
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,379
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2022
Added 43.57%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
8,267
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
8,261
shares
|
$999,911
0.06% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
8,235
shares
|
$996,764
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
8,209
shares
|
$993,617
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
8,193
shares
|
$991,680
0.09% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
8,183
shares
|
$990,470
0.1% of portfolio
|
Q3 2024
Added 28.72%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
8,155
shares
|
$987,081
0.07% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
8,147
shares
|
$986,112
0.09% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
8,134
shares
|
$984,539
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
8,132
shares
|
$984,297
0.45% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,101
shares
|
$980,545
0.06% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
8,079
shares
|
$977,882
0.07% of portfolio
|
Q3 2024
Added 19.34%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
8,062
shares
|
$975,824
0.33% of portfolio
|
Q3 2024
Added 2164.61%
|