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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
2,231
shares
|
$285,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
2,226
shares
|
$284,616
0.02% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,226
shares
|
$284,616
0.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
2,222
shares
|
$284,104
0.14% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,209
shares
|
$282,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,207
shares
|
$282,187
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
2,206
shares
|
$282,059
0.02% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2024 Q3 2024 |
2,200
shares
|
$281,292
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$281,292
0.0% of portfolio
|
Q3 2024
Reduced 94.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$280,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,196
shares
|
$280,780
0.15% of portfolio
|
Q2 2023
Reduced 6.55%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,195
shares
|
$280,652
0.11% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,190
shares
|
$280,013
0.02% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,183
shares
|
$279,118
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,179
shares
|
$278,606
0.01% of portfolio
|
Q1 2024
Reduced 13.5%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
2,171
shares
|
$277,584
0.01% of portfolio
|
Q1 2024
Reduced 4.4%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
2,169
shares
|
$277,328
0.06% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$276,561
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,162
shares
|
$276,433
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
2,159
shares
|
$276,049
0.22% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
2,155
shares
|
$275,538
0.01% of portfolio
|
Q3 2024
Reduced 73.02%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,153
shares
|
$275,282
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,150
shares
|
$274,899
0.01% of portfolio
|
Q3 2024
Added 28.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,145
shares
|
$274,259
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
2,142
shares
|
$273,876
0.05% of portfolio
|
Q3 2024
Added 1.76%
|