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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,948
shares
|
$248,837
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
1,945
shares
|
$248,454
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,943
shares
|
$248,198
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,934
shares
|
$247,049
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
1,933
shares
|
$246,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,933
shares
|
$246,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
1,927
shares
|
$246,154
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,926
shares
|
$246,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,924
shares
|
$245,771
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,895
shares
|
$242,067
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,889
shares
|
$241,300
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,889
shares
|
$241,300
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,871
shares
|
$239,001
0.03% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
1,856
shares
|
$237,085
0.08% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,835
shares
|
$234,402
0.04% of portfolio
|
Q2 2022
Reduced 41.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,834
shares
|
$234,275
0.02% of portfolio
|
Q2 2023
Added 65.82%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,792
shares
|
$228,910
0.09% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,767
shares
|
$225,716
0.02% of portfolio
|
Q4 2022
Reduced 7.78%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,746
shares
|
$223,034
0.14% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,673
shares
|
$213,709
0.01% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,638
shares
|
$209,238
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,600
shares
|
$204,384
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,574
shares
|
$201,062
0.03% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,525
shares
|
$194,803
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$191,610
0.01% of portfolio
|
Q3 2022
New holding
|