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 |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,464
shares
|
$314,751
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,463
shares
|
$314,623
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,455
shares
|
$313,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$312,963
0.0% of portfolio
|
Q3 2024
Reduced 86.08%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,447
shares
|
$312,579
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,440
shares
|
$311,685
0.18% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
2,426
shares
|
$309,897
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,424
shares
|
$309,641
0.02% of portfolio
|
Q3 2023
Reduced 1.42%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,423
shares
|
$309,514
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,422
shares
|
$309,386
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,419
shares
|
$309,003
0.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,414
shares
|
$308,364
0.11% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,414
shares
|
$308,364
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
2,409
shares
|
$307,725
0.02% of portfolio
|
Q3 2023
Reduced 4.59%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,406
shares
|
$307,342
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
2,404
shares
|
$307,086
0.14% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,399
shares
|
$306,448
0.03% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,398
shares
|
$306,320
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,396
shares
|
$306,065
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,395
shares
|
$305,937
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
2,385
shares
|
$304,659
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
2,381
shares
|
$304,148
0.04% of portfolio
|
Q2 2024
Reduced 44.72%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,377
shares
|
$303,637
0.1% of portfolio
|
Q3 2023
Added 2.63%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,365
shares
|
$302,105
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$301,466
0.03% of portfolio
|
Q3 2024
New holding
|