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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,644
shares
|
$320,029
0.08% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
2,637
shares
|
$319,182
0.02% of portfolio
|
Q2 2024
Added 20.36%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,630
shares
|
$318,335
0.09% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,628
shares
|
$318,093
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
2,627
shares
|
$317,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
2,626
shares
|
$317,851
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,620
shares
|
$317,124
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,619
shares
|
$317,003
0.01% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
2,610
shares
|
$315,914
0.03% of portfolio
|
Q4 2023
Reduced 5.54%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
2,607
shares
|
$315,551
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,601
shares
|
$314,825
0.04% of portfolio
|
Q3 2024
Added 131.82%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
2,600
shares
|
$314,704
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
2,600
shares
|
$314,704
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$314,704
0.04% of portfolio
|
Q3 2024
Reduced 57.53%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
2,600
shares
|
$314,704
0.19% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$314,704
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,594
shares
|
$313,977
0.04% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,590
shares
|
$313,493
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
2,590
shares
|
$313,493
0.04% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,589
shares
|
$313,372
0.02% of portfolio
|
Q3 2024
Added 173.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,585
shares
|
$312,888
0.01% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
2,581
shares
|
$312,404
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
2,579
shares
|
$312,162
0.08% of portfolio
|
Q1 2024
Added 13.76%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,575
shares
|
$311,678
0.01% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,573
shares
|
$311,435
0.16% of portfolio
|
Q3 2024
Reduced 8.04%
|