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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,446
shares
|
$567,932
0.13% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,430
shares
|
$565,888
0.22% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
4,424
shares
|
$565,121
0.1% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,421
shares
|
$564,738
0.03% of portfolio
|
Q3 2022
Reduced 27.77%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,420
shares
|
$564,610
0.0% of portfolio
|
Q3 2024
Reduced 95.31%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
4,408
shares
|
$563,077
0.31% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,400
shares
|
$562,056
0.04% of portfolio
|
Q3 2023
Added 51.72%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,398
shares
|
$561,800
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
4,390
shares
|
$560,778
0.01% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4,375
shares
|
$558,862
0.1% of portfolio
|
Q4 2023
Reduced 7.37%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,373
shares
|
$558,607
0.02% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
4,352
shares
|
$555,924
0.0% of portfolio
|
Q1 2022
Added 6.17%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,339
shares
|
$554,263
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
4,331
shares
|
$553,241
0.13% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,324
shares
|
$552,347
0.02% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,303
shares
|
$549,665
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,283
shares
|
$547,110
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
4,274
shares
|
$545,960
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,269
shares
|
$545,322
0.0% of portfolio
|
Q3 2022
Added 33.57%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
4,269
shares
|
$545,322
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
4,264
shares
|
$544,683
0.05% of portfolio
|
Q3 2024
Reduced 21.1%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,262
shares
|
$544,427
0.09% of portfolio
|
Q3 2022
Reduced 78.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,260
shares
|
$544,172
0.22% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
4,258
shares
|
$543,916
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
4,257
shares
|
$543,789
0.08% of portfolio
|
Q3 2024
Reduced 1.94%
|