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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
357
shares
|
$45,603
0.02% of portfolio
|
Q3 2024
Added 115.06%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
348
shares
|
$44,453
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
338
shares
|
$43,176
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
328
shares
|
$41,898
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
324
shares
|
$41,387
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
323
shares
|
$41,260
0.01% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
323
shares
|
$41,260
0.01% of portfolio
|
Q3 2024
Added 210.58%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
318
shares
|
$40,621
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
311
shares
|
$39,727
0.0% of portfolio
|
Q4 2022
Reduced 99.87%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
309
shares
|
$39,471
0.03% of portfolio
|
Q1 2023
Added 23.6%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
300
shares
|
$38,322
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
300
shares
|
$38,322
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$38,322
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
300
shares
|
$38,322
0.01% of portfolio
|
Q3 2024
Added 138.1%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
298
shares
|
$38,066
0.0% of portfolio
|
Q3 2023
Reduced 1.97%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
291
shares
|
$37,172
0.01% of portfolio
|
Q3 2024
Added 321.74%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
285
shares
|
$36,405
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
285
shares
|
$36,405
0.02% of portfolio
|
Q2 2023
Added 34.43%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
268
shares
|
$34,234
0.02% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
265
shares
|
$33,851
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
259
shares
|
$33,084
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
258
shares
|
$32,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
256
shares
|
$32,701
0.01% of portfolio
|
Q2 2022
Reduced 43.24%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
255
shares
|
$32,573
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$31,296
0.01% of portfolio
|
Q3 2024
New holding
|