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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
3,022
shares
|
$365,782
0.08% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
3,018
shares
|
$365,298
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,017
shares
|
$365,177
0.11% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,016
shares
|
$365,056
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
3,012
shares
|
$364,572
0.12% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
3,011
shares
|
$364,451
0.1% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,003
shares
|
$363,483
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,000
shares
|
$363,120
0.07% of portfolio
|
Q2 2022
Reduced 60.26%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$363,120
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,999
shares
|
$362,998
0.03% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,997
shares
|
$362,756
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,990
shares
|
$361,909
0.01% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
2,984
shares
|
$361,183
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
2,983
shares
|
$361,062
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,973
shares
|
$359,851
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
2,967
shares
|
$359,125
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
2,965
shares
|
$358,883
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
2,956
shares
|
$357,794
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,951
shares
|
$357,189
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,941
shares
|
$355,978
0.2% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,928
shares
|
$354,405
0.08% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,926
shares
|
$354,163
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
2,921
shares
|
$353,557
0.07% of portfolio
|
Q4 2023
Added 5.87%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,902
shares
|
$351,258
0.08% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,902
shares
|
$351,258
0.41% of portfolio
|
Q3 2023
Added 2.11%
|