Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,201 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 $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
47
shares
|
$6,506
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
47
shares
|
$6,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$6,367
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
41
shares
|
$5,675
0.22% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
40
shares
|
$5,537
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
37
shares
|
$5,121
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
37
shares
|
$5,121
0.0% of portfolio
|
Q3 2024
Added 825.0%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$4,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
35
shares
|
$4,845
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
34
shares
|
$4,706
0.4% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
30
shares
|
$4,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
29
shares
|
$4,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$3,876
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
27
shares
|
$3,737
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$3,599
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25
shares
|
$3,460
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
24
shares
|
$3,322
0.0% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
22
shares
|
$3,045
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
21
shares
|
$2,907
0.0% of portfolio
|
Q3 2024
Reduced 91.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
17
shares
|
$2,353
0.0% of portfolio
|
Q2 2024
Reduced 79.27%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
17
shares
|
$2,353
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
17
shares
|
$2,353
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
15
shares
|
$2,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15
shares
|
$2,076
0.0% of portfolio
|
Q3 2024
New holding
|