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 |
|---|---|---|---|---|---|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,170
shares
|
$149,596
0.04% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,156
shares
|
$147,806
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,143
shares
|
$146,143
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,107
shares
|
$141,541
0.08% of portfolio
|
Q1 2024
Added 846.15%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,104
shares
|
$141,157
0.02% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
1,099
shares
|
$140,518
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,086
shares
|
$138,855
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,070
shares
|
$136,810
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,068
shares
|
$136,554
0.03% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,068
shares
|
$136,554
0.02% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,052
shares
|
$134,508
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$133,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
1,042
shares
|
$133,230
0.55% of portfolio
|
Q2 2024
Added 20.88%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,041
shares
|
$133,102
0.0% of portfolio
|
Q3 2024
Added 103.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,039
shares
|
$132,846
0.01% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,030
shares
|
$131,695
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,027
shares
|
$131,312
0.03% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,017
shares
|
$130,033
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,007
shares
|
$128,755
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$127,860
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$127,860
0.02% of portfolio
|
Q4 2022
Reduced 1.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$127,860
0.03% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$127,860
0.05% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
999
shares
|
$127,732
0.05% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
980
shares
|
$125,302
0.03% of portfolio
|
Q1 2024
New holding
|