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 |
|---|---|---|---|---|---|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
2,125
shares
|
$271,447
0.15% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
2,123
shares
|
$271,192
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
2,118
shares
|
$270,553
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
2,115
shares
|
$270,170
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,112
shares
|
$269,786
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
2,112
shares
|
$269,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
2,111
shares
|
$269,659
0.01% of portfolio
|
Q3 2024
Added 859.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
2,106
shares
|
$269,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
2,103
shares
|
$268,637
0.23% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
2,103
shares
|
$268,637
0.09% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$268,254
0.04% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
2,092
shares
|
$267,232
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,091
shares
|
$267,104
0.03% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
2,090
shares
|
$266,976
0.06% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,084
shares
|
$266,210
0.02% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,082
shares
|
$265,954
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
2,066
shares
|
$263,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,061
shares
|
$263,272
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,057
shares
|
$262,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
2,056
shares
|
$262,633
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,055
shares
|
$262,505
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
2,050
shares
|
$261,867
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,042
shares
|
$260,845
0.06% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
2,040
shares
|
$260,589
0.17% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$260,334
0.15% of portfolio
|
Q3 2024
New holding
|