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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,350
shares
|
$405,484
0.01% of portfolio
|
Q1 2023
Reduced 4.5%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
3,347
shares
|
$405,120
0.04% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,346
shares
|
$404,999
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
3,345
shares
|
$404,878
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$404,273
0.01% of portfolio
|
Q3 2024
Reduced 70.69%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,333
shares
|
$403,426
0.03% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
3,328
shares
|
$402,821
0.13% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,327
shares
|
$402,700
0.03% of portfolio
|
Q3 2023
Reduced 50.61%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
3,290
shares
|
$398,221
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,285
shares
|
$397,616
0.01% of portfolio
|
Q3 2024
Reduced 89.01%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,276
shares
|
$396,527
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
3,270
shares
|
$395,800
0.35% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$395,437
0.04% of portfolio
|
Q3 2024
Added 37.21%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,264
shares
|
$395,074
0.27% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,260
shares
|
$394,590
0.01% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,255
shares
|
$393,985
0.11% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,253
shares
|
$393,743
0.1% of portfolio
|
Q2 2022
Reduced 9.01%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,243
shares
|
$392,532
0.09% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
3,239
shares
|
$392,048
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
3,230
shares
|
$390,959
0.14% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
3,217
shares
|
$389,385
0.05% of portfolio
|
Q3 2024
Reduced 60.19%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,214
shares
|
$389,022
0.07% of portfolio
|
Q3 2024
Reduced 39.26%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,205
shares
|
$387,933
0.02% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
3,197
shares
|
$386,964
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
3,186
shares
|
$385,633
0.37% of portfolio
|
Q3 2024
Added 2.87%
|