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 |
|---|---|---|---|---|---|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
6,553
shares
|
$793,175
0.23% of portfolio
|
Q3 2024
Added 184.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,529
shares
|
$790,270
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,520
shares
|
$789,180
0.01% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,508
shares
|
$787,728
0.04% of portfolio
|
Q3 2023
Added 21.99%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,490
shares
|
$785,549
0.09% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
6,463
shares
|
$782,281
0.05% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
6,375
shares
|
$771,630
0.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,363
shares
|
$770,177
0.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
6,360
shares
|
$769,814
0.06% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
6,329
shares
|
$766,062
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
6,310
shares
|
$763,762
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,296
shares
|
$762,067
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
6,294
shares
|
$761,825
0.09% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,247
shares
|
$756,136
0.11% of portfolio
|
Q3 2024
Added 68.47%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,243
shares
|
$755,652
0.37% of portfolio
|
Q1 2021
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
6,220
shares
|
$752,868
0.16% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
6,220
shares
|
$752,868
0.05% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,215
shares
|
$752,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
6,200
shares
|
$750,448
0.16% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,162
shares
|
$745,848
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
6,152
shares
|
$744,638
0.06% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
6,149
shares
|
$744,274
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,114
shares
|
$740,038
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
6,111
shares
|
$739,675
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,102
shares
|
$738,586
0.02% of portfolio
|
Q2 2024
Added 11.11%
|