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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,607
shares
|
$460,758
0.07% of portfolio
|
Q4 2023
Added 36.78%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,605
shares
|
$460,502
0.01% of portfolio
|
Q2 2024
Added 8.84%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$459,864
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
3,599
shares
|
$459,736
0.02% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
3,577
shares
|
$456,925
0.16% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,558
shares
|
$454,498
0.03% of portfolio
|
Q3 2024
Reduced 73.34%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,551
shares
|
$453,604
0.05% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$449,644
0.04% of portfolio
|
Q1 2024
Added 5.45%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
3,520
shares
|
$449,644
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,501
shares
|
$447,217
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
3,500
shares
|
$447,090
0.19% of portfolio
|
Q4 2019
Reduced 12.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,491
shares
|
$445,940
0.04% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,472
shares
|
$443,513
0.04% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
3,455
shares
|
$441,341
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,453
shares
|
$441,086
0.17% of portfolio
|
Q4 2023
Added 1074.49%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,450
shares
|
$440,703
0.05% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,436
shares
|
$438,914
0.03% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,435
shares
|
$438,786
0.09% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
3,420
shares
|
$436,870
0.27% of portfolio
|
Q2 2024
Reduced 87.31%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,402
shares
|
$434,571
0.03% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,395
shares
|
$433,677
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,387
shares
|
$432,655
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,379
shares
|
$431,633
0.01% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,374
shares
|
$430,994
0.2% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,361
shares
|
$429,334
0.05% of portfolio
|
Q3 2024
Reduced 46.1%
|