Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,149 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 $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
13
shares
|
$1,792
0.0% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
10
shares
|
$1,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$965
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
7
shares
|
$965
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
5
shares
|
$689
0.0% of portfolio
|
Q2 2024
Reduced 98.11%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
4
shares
|
$551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$137
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1
shares
|
$137
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|