Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,123 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 $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
37,803
shares
|
$4.79 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
37,785
shares
|
$4.79 Million
0.28% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
37,632
shares
|
$4.77 Million
0.03% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
37,617
shares
|
$4.77 Million
0.34% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
37,615
shares
|
$4.77 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
37,481
shares
|
$4.75 Million
0.32% of portfolio
|
Q3 2024
Added 32.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
37,355
shares
|
$4.74 Million
1.45% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
37,238
shares
|
$4.72 Million
0.16% of portfolio
|
Q3 2024
Added 129.35%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
37,177
shares
|
$4.71 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
37,074
shares
|
$4.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
37,007
shares
|
$4.69 Million
0.08% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
36,978
shares
|
$4.69 Million
0.21% of portfolio
|
Q2 2024
Added 6.66%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
36,884
shares
|
$4.68 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
36,854
shares
|
$4.67 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
36,747
shares
|
$4.66 Million
0.25% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,550
shares
|
$4.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
36,217
shares
|
$4.59 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
36,039
shares
|
$4.57 Million
0.48% of portfolio
|
Q4 2022
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
36,033
shares
|
$4.57 Million
1.31% of portfolio
|
Q3 2023
Reduced 13.27%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
35,881
shares
|
$4.55 Million
0.24% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
35,832
shares
|
$4.54 Million
1.53% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
35,581
shares
|
$4.51 Million
0.41% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
35,515
shares
|
$4.5 Million
0.87% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
35,427
shares
|
$4.49 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
35,300
shares
|
$4.47 Million
1.01% of portfolio
|
Q3 2024
Added 20.48%
|