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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
8,042
shares
|
$973,403
0.14% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,031
shares
|
$972,072
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,018
shares
|
$970,498
0.0% of portfolio
|
Q3 2024
Reduced 84.07%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,003
shares
|
$968,683
0.21% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$968,320
0.13% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$968,320
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,994
shares
|
$967,593
0.12% of portfolio
|
Q3 2024
Reduced 49.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,963
shares
|
$963,841
0.12% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,954
shares
|
$962,752
0.02% of portfolio
|
Q3 2024
Reduced 31.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
7,908
shares
|
$957,184
0.06% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
7,888
shares
|
$954,763
0.27% of portfolio
|
Q1 2024
Added 108.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,875
shares
|
$953,190
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
7,853
shares
|
$950,527
0.18% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
7,852
shares
|
$950,406
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,841
shares
|
$949,074
0.48% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
7,823
shares
|
$946,895
0.36% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,812
shares
|
$945,564
0.02% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
7,811
shares
|
$945,443
0.11% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
7,789
shares
|
$942,780
0.24% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
7,777
shares
|
$941,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
7,769
shares
|
$940,359
0.19% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,761
shares
|
$939,391
0.4% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
7,750
shares
|
$938,060
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
7,730
shares
|
$935,639
0.07% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,729
shares
|
$935,518
0.37% of portfolio
|
Q3 2024
Reduced 5.73%
|