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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
2,040
shares
|
$260,834
0.17% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,038
shares
|
$260,578
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,032
shares
|
$259,811
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
2,027
shares
|
$259,172
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,023
shares
|
$258,660
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
2,018
shares
|
$258,021
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
2,013
shares
|
$257,382
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,013
shares
|
$257,382
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,011
shares
|
$257,126
0.04% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,006
shares
|
$256,487
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
2,002
shares
|
$255,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$255,720
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,000
shares
|
$255,720
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
2,000
shares
|
$255,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,996
shares
|
$255,208
0.06% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,995
shares
|
$255,080
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,984
shares
|
$253,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,982
shares
|
$253,418
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,980
shares
|
$253,162
0.02% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,980
shares
|
$253,162
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,978
shares
|
$252,907
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,965
shares
|
$251,244
0.16% of portfolio
|
Q2 2022
Added 280.08%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
1,964
shares
|
$251,117
0.02% of portfolio
|
Q3 2024
Added 13.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,963
shares
|
$250,989
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
1,960
shares
|
$250,605
0.05% of portfolio
|
Q3 2024
New holding
|