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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
47
shares
|
$6,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
46
shares
|
$5,935
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
40
shares
|
$5,161
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
37
shares
|
$4,774
0.0% of portfolio
|
Q3 2024
Added 825.0%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
35
shares
|
$4,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
35
shares
|
$4,516
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
34
shares
|
$4,387
0.32% of portfolio
|
Q3 2024
Reduced 59.52%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
29
shares
|
$3,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$3,612
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$3,612
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
27
shares
|
$3,483
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$3,354
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$2,967
0.0% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
22
shares
|
$2,838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
21
shares
|
$2,709
0.0% of portfolio
|
Q3 2024
Reduced 91.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
17
shares
|
$2,193
0.0% of portfolio
|
Q2 2024
Reduced 79.27%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
17
shares
|
$2,193
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
17
shares
|
$2,193
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
15
shares
|
$1,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13
shares
|
$1,677
0.0% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
10
shares
|
$1,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$903
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
7
shares
|
$903
0.0% of portfolio
|
Q3 2024
Added 16.67%
|