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 |
|---|---|---|---|---|---|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
4,225
shares
|
$511,394
0.21% of portfolio
|
Q4 2023
Reduced 30.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,224
shares
|
$511,272
0.03% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
4,183
shares
|
$506,310
0.03% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
4,181
shares
|
$506,068
0.18% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$504,252
0.1% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,133
shares
|
$500,258
0.24% of portfolio
|
Q4 2022
Reduced 3.05%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,132
shares
|
$500,137
0.11% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,112
shares
|
$497,716
0.06% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$497,474
0.05% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,108
shares
|
$497,232
0.0% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,105
shares
|
$496,869
0.04% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,105
shares
|
$496,869
0.01% of portfolio
|
Q3 2024
Reduced 44.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,089
shares
|
$494,932
0.02% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
4,087
shares
|
$494,690
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
4,080
shares
|
$493,843
0.02% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
4,079
shares
|
$493,722
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
4,068
shares
|
$492,390
0.19% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,051
shares
|
$490,333
0.23% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
4,034
shares
|
$488,275
0.01% of portfolio
|
Q4 2023
Reduced 74.79%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
4,034
shares
|
$488,275
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
4,032
shares
|
$488,033
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,021
shares
|
$486,701
0.18% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
4,021
shares
|
$486,701
0.04% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,000
shares
|
$484,160
0.35% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,986
shares
|
$482,465
0.03% of portfolio
|
Q3 2024
Added 2.89%
|