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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,209
shares
|
$872,577
0.08% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,200
shares
|
$871,488
0.07% of portfolio
|
Q2 2022
Added 35.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,197
shares
|
$871,124
0.02% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
7,188
shares
|
$870,035
0.04% of portfolio
|
Q3 2023
Added 0.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,176
shares
|
$868,583
0.02% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
7,139
shares
|
$864,104
0.03% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
7,085
shares
|
$857,568
0.08% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
7,068
shares
|
$855,510
0.27% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
7,067
shares
|
$855,389
0.17% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,041
shares
|
$852,242
0.04% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,039
shares
|
$852,000
0.02% of portfolio
|
Q2 2020
Added 102.89%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,028
shares
|
$850,669
0.01% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
7,000
shares
|
$847,280
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,995
shares
|
$846,674
0.1% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,984
shares
|
$845,343
0.03% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,948
shares
|
$840,985
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,942
shares
|
$840,259
0.11% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,935
shares
|
$839,412
0.03% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,932
shares
|
$839,049
0.16% of portfolio
|
Q1 2022
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
6,924
shares
|
$838,080
0.36% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
6,843
shares
|
$828,276
0.06% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,841
shares
|
$828,034
0.01% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,793
shares
|
$822,224
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
6,793
shares
|
$822,224
0.26% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,763
shares
|
$818,593
0.33% of portfolio
|
Q3 2024
Added 7.3%
|