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 $166 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,600
shares
|
$2.86 Million
0.01% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
22,567
shares
|
$2.86 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,545
shares
|
$2.86 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
22,523
shares
|
$2.86 Million
0.9% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
22,486
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
22,463
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,376
shares
|
$2.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
22,358
shares
|
$2.83 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,347
shares
|
$2.83 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,331
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
22,192
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2024
Added 25.5%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
22,186
shares
|
$2.81 Million
0.14% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,141
shares
|
$2.81 Million
0.09% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
22,123
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Added 26.05%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
22,000
shares
|
$2.79 Million
0.88% of portfolio
|
Q3 2017
New holding
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Oct 02, 2024 Q3 2024 |
22,000
shares
|
$2.79 Million
0.21% of portfolio
|
Q1 2018
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
21,830
shares
|
$2.77 Million
1.41% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
21,824
shares
|
$2.77 Million
0.91% of portfolio
|
Q1 2024
Added 9.61%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
21,800
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2022
Reduced 30.57%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
21,578
shares
|
$2.74 Million
0.11% of portfolio
|
Q3 2022
Added 16.68%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
21,480
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 46.23%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
21,442
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
21,395
shares
|
$2.71 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
21,213
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2024
Added 39.49%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
21,174
shares
|
$2.68 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.04%
|