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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
239
shares
|
$30,529
0.01% of portfolio
|
Q2 2024
Reduced 21.38%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
221
shares
|
$28,230
0.01% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
212
shares
|
$27,080
0.0% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
210
shares
|
$26,825
0.01% of portfolio
|
Q4 2023
Reduced 72.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
208
shares
|
$26,569
0.0% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
206
shares
|
$26,314
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$25,548
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$25,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
200
shares
|
$25,548
0.02% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
200
shares
|
$25,548
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
199
shares
|
$25,420
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
192
shares
|
$24,526
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
190
shares
|
$24,270
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
190
shares
|
$24,270
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
189
shares
|
$24,142
0.01% of portfolio
|
Q2 2024
Reduced 57.43%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
187
shares
|
$23,887
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
186
shares
|
$23,759
0.01% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
182
shares
|
$23,248
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
182
shares
|
$23,248
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
178
shares
|
$22,737
0.01% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
177
shares
|
$22,609
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
176
shares
|
$22,482
0.0% of portfolio
|
Q2 2024
Reduced 69.66%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
174
shares
|
$22,226
0.0% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
156
shares
|
$19,927
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
154
shares
|
$19,671
0.01% of portfolio
|
Q2 2024
New holding
|