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 |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,715
shares
|
$933,823
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,687
shares
|
$930,434
0.07% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,673
shares
|
$928,739
0.46% of portfolio
|
Q1 2023
Reduced 4.59%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
7,633
shares
|
$923,898
0.15% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
7,623
shares
|
$922,687
0.04% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
7,622
shares
|
$922,566
0.16% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,594
shares
|
$919,177
0.08% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
7,586
shares
|
$918,209
0.1% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
7,560
shares
|
$915,062
0.24% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
7,553
shares
|
$914,215
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
7,536
shares
|
$912,157
0.57% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
7,500
shares
|
$907,800
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
7,483
shares
|
$905,742
0.16% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,476
shares
|
$904,895
0.08% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
7,459
shares
|
$902,837
0.03% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
7,450
shares
|
$901,748
0.18% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,389
shares
|
$894,364
0.11% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
7,376
shares
|
$892,791
0.3% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
7,310
shares
|
$884,802
0.01% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,254
shares
|
$878,024
0.06% of portfolio
|
Q3 2024
Added 54.7%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,253
shares
|
$877,903
0.73% of portfolio
|
Q4 2023
Reduced 26.39%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
7,251
shares
|
$877,661
0.07% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
7,236
shares
|
$875,845
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,216
shares
|
$873,424
0.05% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Robotti Robert
New York, NY |
Nov 14, 2024 Q3 2024 |
7,215
shares
|
$873,303
0.12% of portfolio
|
Q4 2022
Reduced 21.7%
|