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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,651
shares
|
$594,118
0.02% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,621
shares
|
$590,286
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,618
shares
|
$589,903
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,610
shares
|
$588,881
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,609
shares
|
$588,753
0.04% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,593
shares
|
$586,709
0.14% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
4,581
shares
|
$585,176
0.06% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,581
shares
|
$585,176
0.02% of portfolio
|
Q2 2023
Added 3.9%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,579
shares
|
$584,921
0.01% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
4,572
shares
|
$584,027
0.19% of portfolio
|
Q3 2024
Reduced 67.65%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
4,561
shares
|
$582,622
0.05% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
4,557
shares
|
$582,111
0.06% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,555
shares
|
$581,855
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,551
shares
|
$581,344
0.05% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
4,550
shares
|
$581,217
0.1% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
4,548
shares
|
$580,961
0.23% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,535
shares
|
$579,300
0.05% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
4,528
shares
|
$578,406
0.04% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,524
shares
|
$577,895
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
4,515
shares
|
$576,746
0.09% of portfolio
|
Q2 2024
Reduced 45.91%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
4,501
shares
|
$574,957
0.16% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,462
shares
|
$569,975
0.04% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,456
shares
|
$569,209
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,450
shares
|
$568,443
0.03% of portfolio
|
Q4 2022
Added 59.73%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
4,448
shares
|
$568,187
0.07% of portfolio
|
Q3 2024
New holding
|