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 |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
3,151
shares
|
$402,508
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,145
shares
|
$401,742
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
3,143
shares
|
$401,486
0.32% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,141
shares
|
$401,231
0.04% of portfolio
|
Q3 2022
Reduced 6.41%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
3,130
shares
|
$399,826
0.08% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,124
shares
|
$399,059
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,117
shares
|
$398,165
0.07% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
3,112
shares
|
$397,526
0.04% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
3,095
shares
|
$395,355
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
3,087
shares
|
$394,333
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,082
shares
|
$393,694
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
3,080
shares
|
$393,439
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,071
shares
|
$392,289
0.06% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,069
shares
|
$392,034
0.19% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,065
shares
|
$391,523
0.11% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
3,063
shares
|
$391,267
0.14% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,060
shares
|
$390,884
0.02% of portfolio
|
Q3 2024
Reduced 96.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,055
shares
|
$390,245
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,053
shares
|
$389,990
0.14% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,050
shares
|
$389,607
0.14% of portfolio
|
Q1 2024
Added 134.62%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$388,712
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,036
shares
|
$387,818
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
3,030
shares
|
$387,052
0.02% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,029
shares
|
$386,924
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,023
shares
|
$386,158
0.16% of portfolio
|
Q1 2024
Reduced 2.42%
|