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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,845
shares
|
$746,640
0.24% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
5,841
shares
|
$746,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,836
shares
|
$745,490
0.05% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,835
shares
|
$745,362
0.05% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,812
shares
|
$742,424
0.57% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
5,803
shares
|
$741,275
0.2% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,803
shares
|
$741,275
0.07% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,802
shares
|
$741,147
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,800
shares
|
$740,892
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
5,782
shares
|
$738,592
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
5,776
shares
|
$737,826
0.13% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,764
shares
|
$736,293
0.02% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,739
shares
|
$733,099
0.07% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
5,734
shares
|
$732,461
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
5,721
shares
|
$730,800
0.12% of portfolio
|
Q3 2024
Reduced 51.19%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,713
shares
|
$729,778
0.05% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,709
shares
|
$729,267
0.05% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
5,700
shares
|
$728,118
0.23% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
5,680
shares
|
$725,563
0.42% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,634
shares
|
$719,687
0.02% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,610
shares
|
$716,621
0.28% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,584
shares
|
$713,300
0.19% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,551
shares
|
$709,084
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,521
shares
|
$705,252
0.08% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,502
shares
|
$702,825
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|