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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
32,290
shares
|
$4.09 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
32,056
shares
|
$4.06 Million
0.28% of portfolio
|
Q3 2024
Added 23.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
31,963
shares
|
$4.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
31,875
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
31,849
shares
|
$4.04 Million
0.05% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,746
shares
|
$4.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
31,656
shares
|
$4.01 Million
0.1% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
31,619
shares
|
$4.01 Million
0.05% of portfolio
|
Q3 2024
Added 239.04%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
31,588
shares
|
$4 Million
0.02% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
30,808
shares
|
$3.91 Million
0.61% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,696
shares
|
$3.89 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
30,162
shares
|
$3.82 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
30,074
shares
|
$3.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
30,000
shares
|
$3.8 Million
0.78% of portfolio
|
Q1 2018
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
29,980
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
29,700
shares
|
$3.76 Million
0.51% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
29,636
shares
|
$3.76 Million
0.08% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
29,568
shares
|
$3.75 Million
0.04% of portfolio
|
Q2 2023
Added 6.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
29,483
shares
|
$3.74 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
29,408
shares
|
$3.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
29,113
shares
|
$3.69 Million
0.55% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
29,061
shares
|
$3.68 Million
0.08% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
29,040
shares
|
$3.68 Million
0.03% of portfolio
|
Q4 2023
Reduced 15.47%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
28,757
shares
|
$3.65 Million
0.28% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
28,723
shares
|
$3.64 Million
1.0% of portfolio
|
Q3 2024
Added 2.57%
|