Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,124 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 $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
6,070
shares
|
$780,844
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,067
shares
|
$780,458
0.17% of portfolio
|
Q2 2024
Added 5.66%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
6,052
shares
|
$778,529
0.27% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
6,050
shares
|
$778,271
0.48% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,049
shares
|
$778,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
6,018
shares
|
$774,155
0.3% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
6,015
shares
|
$773,769
0.01% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
6,000
shares
|
$771,839
0.11% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
5,988
shares
|
$770,296
0.09% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,984
shares
|
$769,781
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,979
shares
|
$769,138
0.12% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,946
shares
|
$764,893
0.05% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,932
shares
|
$763,092
0.01% of portfolio
|
Q3 2024
Reduced 42.9%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,924
shares
|
$762,063
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
5,912
shares
|
$760,519
0.26% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,904
shares
|
$759,490
0.06% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
5,891
shares
|
$757,818
0.07% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
5,890
shares
|
$757,689
0.12% of portfolio
|
Q2 2024
Reduced 26.28%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,879
shares
|
$756,274
0.11% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,868
shares
|
$754,859
0.0% of portfolio
|
Q4 2022
Reduced 5.95%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,866
shares
|
$754,602
0.44% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,859
shares
|
$753,701
0.06% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,850
shares
|
$752,543
0.05% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,845
shares
|
$751,900
0.24% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
5,841
shares
|
$751,386
0.01% of portfolio
|
Q3 2024
New holding
|