Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,127 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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,365
shares
|
$302,388
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$301,749
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,345
shares
|
$299,831
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,344
shares
|
$299,703
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
2,340
shares
|
$299,192
0.09% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
2,332
shares
|
$298,169
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
2,331
shares
|
$298,041
0.12% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
2,328
shares
|
$297,658
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,327
shares
|
$297,530
0.02% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,323
shares
|
$297,018
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
2,318
shares
|
$296,379
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,305
shares
|
$294,717
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
2,300
shares
|
$294,078
0.12% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
2,299
shares
|
$293,950
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
2,297
shares
|
$293,694
0.01% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,294
shares
|
$293,310
0.17% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,288
shares
|
$292,543
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
2,274
shares
|
$290,753
0.19% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,270
shares
|
$290,242
0.01% of portfolio
|
Q3 2024
Reduced 35.73%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,266
shares
|
$289,730
0.06% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,257
shares
|
$288,580
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,247
shares
|
$287,301
0.14% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,247
shares
|
$287,301
0.09% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,241
shares
|
$286,534
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,240
shares
|
$286,406
0.15% of portfolio
|
Q2 2024
Reduced 10.15%
|