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 $159 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,938
shares
|
$597,695
0.11% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,924
shares
|
$596,000
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,923
shares
|
$595,879
0.12% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
4,918
shares
|
$595,274
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,898
shares
|
$592,853
0.03% of portfolio
|
Q3 2024
Added 45.77%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,893
shares
|
$592,248
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,893
shares
|
$592,248
0.03% of portfolio
|
Q4 2023
Reduced 21.67%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,888
shares
|
$591,643
0.02% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
4,864
shares
|
$588,738
0.0% of portfolio
|
Q4 2023
Added 26.7%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
4,851
shares
|
$587,165
0.06% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,834
shares
|
$585,107
0.02% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
4,822
shares
|
$583,654
0.38% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
4,817
shares
|
$583,049
0.06% of portfolio
|
Q3 2024
Reduced 36.16%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
4,815
shares
|
$582,807
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,795
shares
|
$580,386
0.02% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
4,795
shares
|
$580,386
0.05% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,787
shares
|
$579,418
0.46% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,781
shares
|
$578,692
0.08% of portfolio
|
Q3 2023
Added 57.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,770
shares
|
$577,360
0.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
4,766
shares
|
$576,876
0.05% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
4,722
shares
|
$571,550
0.25% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,706
shares
|
$569,614
0.23% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4,672
shares
|
$565,498
0.04% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
4,664
shares
|
$564,530
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,651
shares
|
$562,957
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|