Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,002 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
53
shares
|
$5,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 13, 2024 Q1 2024 |
52
shares
|
$5,087
0.0% of portfolio
|
Q1 2024
Reduced 87.41%
|
|
Hwg Holdings LP
Houston, TX |
Jan 04, 2024 Q4 2023 |
50
shares
|
$4,892
0.0% of portfolio
|
Q4 2023
Reduced 99.21%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
48
shares
|
$4,696
0.0% of portfolio
|
Q1 2024
Reduced 59.66%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 02, 2024 Q1 2024 |
47
shares
|
$4,598
0.0% of portfolio
|
Q2 2023
New holding
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
47
shares
|
$4,598
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 14, 2024 Q1 2024 |
40
shares
|
$3,913
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
38
shares
|
$3,717
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
35
shares
|
$3,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$2,739
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 08, 2024 Q1 2024 |
27
shares
|
$2,641
0.0% of portfolio
|
Q1 2024
New holding
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 14, 2024 Q1 2024 |
26
shares
|
$2,543
0.0% of portfolio
|
Q1 2019
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
23
shares
|
$2,250
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
21
shares
|
$2,054
0.0% of portfolio
|
Q1 2024
New holding
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
20
shares
|
$1,956
0.0% of portfolio
|
Q4 2023
Reduced 41.18%
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
19
shares
|
$1,858
0.0% of portfolio
|
Q1 2024
Reduced 92.34%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
19
shares
|
$1,858
0.0% of portfolio
|
Q4 2023
Reduced 52.5%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
17
shares
|
$1,663
0.0% of portfolio
|
Q2 2023
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
17
shares
|
$1,663
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
16
shares
|
$1,565
0.0% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
15
shares
|
$1,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
Aspire Private Capital, LLC
|
Apr 18, 2024 Q1 2024 |
13
shares
|
$1,271
0.0% of portfolio
|
Q1 2024
Reduced 80.6%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
12
shares
|
$1,174
0.0% of portfolio
|
Q1 2024
Reduced 99.75%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
10
shares
|
$978
0.0% of portfolio
|
Q4 2023
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
5
shares
|
$489
0.0% of portfolio
|
Q1 2024
New holding
|