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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
2,571
shares
|
$328,419
0.05% of portfolio
|
Q3 2024
Reduced 82.51%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
2,555
shares
|
$326,375
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
2,553
shares
|
$326,120
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
2,551
shares
|
$325,864
0.05% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,540
shares
|
$324,459
0.07% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,537
shares
|
$324,076
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,533
shares
|
$323,565
0.06% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,533
shares
|
$323,565
0.1% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,527
shares
|
$322,798
0.1% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,527
shares
|
$322,798
0.13% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,523
shares
|
$322,288
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
2,521
shares
|
$322,032
0.0% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,521
shares
|
$322,032
0.01% of portfolio
|
Q4 2023
Reduced 10.63%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
2,519
shares
|
$321,777
0.14% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
2,509
shares
|
$320,499
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,505
shares
|
$319,988
0.02% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,502
shares
|
$319,605
0.06% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$319,350
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
2,500
shares
|
$319,350
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,497
shares
|
$318,966
0.16% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,497
shares
|
$318,966
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
2,485
shares
|
$317,433
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
2,481
shares
|
$316,922
0.21% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
2,466
shares
|
$315,006
0.05% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,465
shares
|
$314,879
0.02% of portfolio
|
Q3 2024
Added 6.99%
|