Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,382 institutions that hold shares in the stock, with a total of 1.33 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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,702
shares
|
$322,537
0.13% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,700
shares
|
$322,299
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
2,697
shares
|
$321,940
0.05% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,693
shares
|
$321,463
0.11% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,689
shares
|
$320,985
0.04% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
2,685
shares
|
$320,508
0.17% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,684
shares
|
$320,389
0.03% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,683
shares
|
$320,269
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,681
shares
|
$320,030
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,680
shares
|
$319,911
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,678
shares
|
$319,672
0.09% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,677
shares
|
$319,553
0.02% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
2,675
shares
|
$319,314
0.19% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,671
shares
|
$318,837
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
2,660
shares
|
$317,524
0.09% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
2,635
shares
|
$314,539
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
2,613
shares
|
$311,913
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
2,612
shares
|
$311,794
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
2,607
shares
|
$311,197
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
2,603
shares
|
$310,720
0.21% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
2,600
shares
|
$310,362
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,600
shares
|
$310,362
0.1% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
2,593
shares
|
$309,526
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,592
shares
|
$309,407
0.03% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,591
shares
|
$309,287
0.01% of portfolio
|
Q4 2024
Added 2.78%
|