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 $165 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,758
shares
|
$851,102
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,738
shares
|
$848,583
0.03% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,735
shares
|
$848,205
0.22% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,725
shares
|
$846,946
0.18% of portfolio
|
Q1 2023
Reduced 11.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,725
shares
|
$846,946
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6,724
shares
|
$846,820
0.07% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,687
shares
|
$842,160
0.05% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,667
shares
|
$839,641
0.16% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,662
shares
|
$839,012
0.21% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
6,652
shares
|
$837,752
0.54% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
6,649
shares
|
$837,375
0.03% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
6,645
shares
|
$836,871
0.14% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
6,638
shares
|
$835,989
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
6,633
shares
|
$835,360
0.05% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,616
shares
|
$833,219
0.02% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
6,616
shares
|
$833,219
0.15% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
6,611
shares
|
$832,589
0.01% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
6,608
shares
|
$832,211
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,574
shares
|
$827,929
0.03% of portfolio
|
Q3 2024
Reduced 44.3%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,573
shares
|
$827,803
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
6,572
shares
|
$827,677
0.14% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
6,571
shares
|
$827,551
0.14% of portfolio
|
Q3 2024
Added 109.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
6,561
shares
|
$826,292
0.44% of portfolio
|
Q2 2024
Reduced 29.42%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
6,553
shares
|
$825,284
0.23% of portfolio
|
Q3 2024
Added 184.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,529
shares
|
$822,262
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|