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 |
|---|---|---|---|---|---|
|
Wilkinson Global Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,774
shares
|
$354,350
0.02% of portfolio
|
Q2 2024
Reduced 38.27%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,760
shares
|
$352,562
0.47% of portfolio
|
Q1 2024
Reduced 12.33%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,759
shares
|
$352,434
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,756
shares
|
$352,051
0.0% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,745
shares
|
$350,646
0.02% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
2,744
shares
|
$350,518
0.05% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,741
shares
|
$350,135
0.07% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$350,007
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,740
shares
|
$350,007
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,731
shares
|
$348,857
0.06% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,727
shares
|
$348,346
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,723
shares
|
$347,836
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
2,719
shares
|
$347,325
0.07% of portfolio
|
Q1 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,702
shares
|
$345,153
0.15% of portfolio
|
Q2 2021
Reduced 39.66%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,700
shares
|
$344,898
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,687
shares
|
$343,237
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$341,959
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
2,670
shares
|
$341,065
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,668
shares
|
$340,810
0.03% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,663
shares
|
$340,171
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,662
shares
|
$340,043
0.02% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
2,662
shares
|
$340,043
0.08% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
2,662
shares
|
$340,043
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
2,661
shares
|
$339,916
0.16% of portfolio
|
Q3 2024
Added 17.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,645
shares
|
$337,872
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|