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 $169 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
695
shares
|
$88,779
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
684
shares
|
$87,374
0.02% of portfolio
|
Q1 2024
Added 29.79%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
683
shares
|
$87,246
0.01% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
675
shares
|
$86,224
0.02% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
674
shares
|
$86,096
0.0% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
658
shares
|
$84,052
0.03% of portfolio
|
Q3 2024
Added 57.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
655
shares
|
$83,669
0.01% of portfolio
|
Q3 2024
Reduced 45.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
652
shares
|
$83,286
0.03% of portfolio
|
Q2 2024
Reduced 96.88%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
649
shares
|
$82,903
0.03% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
646
shares
|
$82,520
0.04% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
637
shares
|
$81,370
0.02% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
630
shares
|
$80,476
0.0% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
613
shares
|
$78,304
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 21, 2024 Q3 2024 |
613
shares
|
$78,304
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
605
shares
|
$77,282
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
602
shares
|
$76,899
0.0% of portfolio
|
Q3 2021
Added 0.76%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
600
shares
|
$76,644
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
599
shares
|
$76,516
0.01% of portfolio
|
Q3 2024
Reduced 11.0%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
587
shares
|
$74,983
0.0% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
583
shares
|
$74,472
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
575
shares
|
$73,450
0.05% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
568
shares
|
$72,556
0.02% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
568
shares
|
$72,556
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
560
shares
|
$71,534
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$71,406
0.01% of portfolio
|
Q3 2023
Added 16.46%
|