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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,757
shares
|
$479,919
0.11% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,757
shares
|
$479,919
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,754
shares
|
$479,535
0.13% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,753
shares
|
$479,408
0.32% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,750
shares
|
$479,025
0.14% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,748
shares
|
$478,769
0.1% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
3,746
shares
|
$478,514
0.0% of portfolio
|
Q3 2024
Added 28.11%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$477,875
0.06% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,740
shares
|
$477,747
0.04% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
3,714
shares
|
$474,426
0.02% of portfolio
|
Q3 2024
Reduced 81.59%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
3,706
shares
|
$473,404
0.01% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,705
shares
|
$473,276
0.03% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,700
shares
|
$472,638
0.17% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,678
shares
|
$469,827
0.03% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,677
shares
|
$469,699
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
3,675
shares
|
$469,444
0.14% of portfolio
|
Q3 2024
Reduced 48.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
3,673
shares
|
$469,189
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,670
shares
|
$468,805
0.11% of portfolio
|
Q4 2020
Added 12.32%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,660
shares
|
$467,528
0.12% of portfolio
|
Q3 2024
Added 134.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,649
shares
|
$466,123
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$465,995
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$465,995
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
3,642
shares
|
$465,229
0.1% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,632
shares
|
$463,951
0.03% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
3,631
shares
|
$463,823
0.03% of portfolio
|
Q3 2024
Added 0.14%
|