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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,490
shares
|
$701,292
0.15% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
5,488
shares
|
$701,037
0.09% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
5,483
shares
|
$700,398
0.24% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
5,476
shares
|
$699,504
0.11% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,465
shares
|
$698,099
0.08% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,462
shares
|
$697,715
0.05% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,454
shares
|
$696,693
0.54% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,433
shares
|
$694,011
0.01% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
5,421
shares
|
$692,478
0.22% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5,417
shares
|
$691,967
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
5,406
shares
|
$690,562
0.43% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$689,796
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
5,394
shares
|
$689,029
0.24% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,357
shares
|
$684,303
0.01% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,355
shares
|
$684,047
0.19% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
5,349
shares
|
$683,281
0.29% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,347
shares
|
$683,025
0.34% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,335
shares
|
$681,492
0.02% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,313
shares
|
$678,682
0.01% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,282
shares
|
$674,722
0.43% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,276
shares
|
$673,956
0.01% of portfolio
|
Q3 2024
Added 75.22%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
5,259
shares
|
$671,784
0.19% of portfolio
|
Q4 2022
Added 1812.36%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
5,257
shares
|
$671,529
0.05% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
5,231
shares
|
$668,207
0.15% of portfolio
|
Q3 2023
Added 4.22%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,212
shares
|
$665,780
0.05% of portfolio
|
Q3 2024
Added 3.8%
|