Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,248 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$11,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
82
shares
|
$11,478
0.0% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
77
shares
|
$10,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
75
shares
|
$10,498
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
73
shares
|
$10,218
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
72
shares
|
$10,078
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
71
shares
|
$9,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$9,798
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
70
shares
|
$9,798
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
70
shares
|
$9,798
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
62
shares
|
$8,678
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
62
shares
|
$8,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
60
shares
|
$8,398
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$8,118
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
56
shares
|
$7,838
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
56
shares
|
$7,838
0.0% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
51
shares
|
$7,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
47
shares
|
$6,579
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
47
shares
|
$6,579
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
47
shares
|
$6,579
0.0% of portfolio
|
Q4 2024
Added 74.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$6,439
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$6,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
41
shares
|
$5,739
0.22% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
40
shares
|
$5,599
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,459
0.0% of portfolio
|
Q3 2024
New holding
|