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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,494
shares
|
$190,843
0.13% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,473
shares
|
$188,161
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,433
shares
|
$183,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
1,420
shares
|
$181,390
0.0% of portfolio
|
Q3 2024
Reduced 60.78%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,419
shares
|
$181,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,410
shares
|
$180,113
0.04% of portfolio
|
Q2 2023
Reduced 4.41%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,408
shares
|
$179,857
0.12% of portfolio
|
Q3 2024
Reduced 90.95%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$178,836
0.03% of portfolio
|
Q1 2024
Added 864.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,395
shares
|
$178,197
0.07% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,381
shares
|
$176,408
0.14% of portfolio
|
Q4 2023
Added 68950.0%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,357
shares
|
$173,343
0.01% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,349
shares
|
$172,321
0.01% of portfolio
|
Q3 2024
Added 78.2%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,341
shares
|
$171,299
0.05% of portfolio
|
Q1 2024
Added 9.92%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,295
shares
|
$165,423
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,280
shares
|
$163,507
0.05% of portfolio
|
Q3 2024
Reduced 91.92%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,277
shares
|
$163,123
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,253
shares
|
$160,058
0.02% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
1,215
shares
|
$155,204
0.02% of portfolio
|
Q4 2023
Added 1206.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,214
shares
|
$155,076
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,210
shares
|
$154,565
0.03% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,201
shares
|
$153,415
0.01% of portfolio
|
Q3 2024
Added 55.57%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,184
shares
|
$151,244
0.03% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,179
shares
|
$150,605
0.06% of portfolio
|
Q1 2024
Added 20.68%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,170
shares
|
$149,455
0.04% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,156
shares
|
$147,667
0.09% of portfolio
|
Q1 2023
New holding
|