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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
975
shares
|
$124,663
0.03% of portfolio
|
Q1 2023
Added 5.41%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
970
shares
|
$124,024
0.0% of portfolio
|
Q1 2024
Reduced 38.49%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
957
shares
|
$122,362
0.04% of portfolio
|
Q3 2024
Added 94.51%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
919
shares
|
$117,503
0.02% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
892
shares
|
$114,051
0.01% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
891
shares
|
$113,923
0.0% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
885
shares
|
$113,156
0.02% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
877
shares
|
$112,133
0.01% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
865
shares
|
$110,598
0.02% of portfolio
|
Q3 2023
Added 581.1%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
864
shares
|
$110,471
0.01% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
862
shares
|
$110,215
0.08% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
850
shares
|
$108,681
0.03% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
850
shares
|
$108,681
0.04% of portfolio
|
Q3 2024
Reduced 40.56%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
845
shares
|
$108,041
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
802
shares
|
$102,543
0.07% of portfolio
|
Q4 2023
Added 12.48%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
800
shares
|
$102,288
0.08% of portfolio
|
Q4 2023
Reduced 87.5%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
800
shares
|
$102,288
0.01% of portfolio
|
Q3 2020
Added 135.29%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
791
shares
|
$101,137
0.07% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
791
shares
|
$101,137
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
764
shares
|
$97,685
0.01% of portfolio
|
Q3 2024
Reduced 42.77%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
741
shares
|
$94,744
0.01% of portfolio
|
Q4 2023
Reduced 3.39%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
730
shares
|
$93,337
0.01% of portfolio
|
Q3 2024
Added 98.91%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
722
shares
|
$92,314
0.02% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
720
shares
|
$92,059
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
717
shares
|
$91,675
0.05% of portfolio
|
Q3 2024
Reduced 20.16%
|