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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,125
shares
|
$4.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
35,013
shares
|
$4.44 Million
1.46% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Zenyatta Capital Management LP
|
Apr 17, 2024 Q1 2024 |
35,000
shares
|
$4.44 Million
4.5% of portfolio
|
Q1 2024
Reduced 72.0%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
34,959
shares
|
$4.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
34,932
shares
|
$4.43 Million
0.59% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
34,819
shares
|
$4.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 65.34%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
34,745
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
34,611
shares
|
$4.39 Million
0.12% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
34,482
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
34,325
shares
|
$4.35 Million
0.1% of portfolio
|
Q3 2024
Added 96.59%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
34,012
shares
|
$4.31 Million
0.38% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
33,861
shares
|
$4.29 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
33,850
shares
|
$4.29 Million
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
33,754
shares
|
$4.28 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
33,626
shares
|
$4.26 Million
0.16% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
33,622
shares
|
$4.26 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
33,482
shares
|
$4.24 Million
0.04% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
33,265
shares
|
$4.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
33,246
shares
|
$4.21 Million
0.21% of portfolio
|
Q3 2024
Added 28.55%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
33,243
shares
|
$4.21 Million
0.51% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,142
shares
|
$4.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
32,959
shares
|
$4.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
32,909
shares
|
$4.17 Million
0.05% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
32,561
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
32,424
shares
|
$4.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.13%
|