Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,373 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
47
shares
|
$6,189
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
47
shares
|
$6,189
0.0% of portfolio
|
Q4 2024
Added 74.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
46
shares
|
$6,057
0.0% of portfolio
|
Q4 2024
Reduced 95.76%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$5,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
41
shares
|
$5,399
0.22% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39
shares
|
$5,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
37
shares
|
$4,872
0.0% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
37
shares
|
$4,872
0.0% of portfolio
|
Q3 2024
Added 825.0%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$4,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$4,609
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
34
shares
|
$4,477
0.4% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
30
shares
|
$3,950
0.0% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
30
shares
|
$3,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
29
shares
|
$3,819
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
28
shares
|
$3,687
0.0% of portfolio
|
Q1 2022
Reduced 71.13%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
26
shares
|
$3,423
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
25
shares
|
$3,292
0.0% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
24
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
Reduced 73.33%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
22
shares
|
$2,897
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
21
shares
|
$2,765
0.0% of portfolio
|
Q3 2024
Reduced 91.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
21
shares
|
$2,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
20
shares
|
$2,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
20
shares
|
$2,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
17
shares
|
$2,238
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
17
shares
|
$2,238
0.0% of portfolio
|
Q1 2024
Reduced 58.54%
|