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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,205
shares
|
$664,886
0.12% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
5,177
shares
|
$661,309
0.2% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
5,163
shares
|
$659,521
0.15% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,159
shares
|
$659,010
0.3% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
5,155
shares
|
$658,499
0.21% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,144
shares
|
$657,094
0.11% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$652,240
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,085
shares
|
$649,557
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,082
shares
|
$649,174
0.03% of portfolio
|
Q4 2022
Reduced 3.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$648,791
0.04% of portfolio
|
Q4 2022
Reduced 5.68%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,069
shares
|
$647,514
0.16% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,049
shares
|
$644,959
0.02% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,046
shares
|
$644,576
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
5,007
shares
|
$639,594
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,006
shares
|
$639,466
0.15% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$638,700
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$638,700
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,999
shares
|
$638,572
0.02% of portfolio
|
Q2 2024
Added 16.55%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,979
shares
|
$636,017
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
4,968
shares
|
$634,612
0.05% of portfolio
|
Q3 2023
Reduced 50.02%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
4,967
shares
|
$634,484
0.14% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$632,568
0.14% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
4,951
shares
|
$632,440
0.01% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,945
shares
|
$631,674
0.1% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
4,944
shares
|
$631,546
0.21% of portfolio
|
Q3 2024
Reduced 7.35%
|