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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
174
shares
|
$22,247
0.0% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
156
shares
|
$19,946
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
154
shares
|
$19,690
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
152
shares
|
$19,434
0.0% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
150
shares
|
$19,179
0.0% of portfolio
|
Q2 2024
Reduced 52.08%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
142
shares
|
$18,156
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
139
shares
|
$17,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
137
shares
|
$17,516
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
135
shares
|
$17,261
0.0% of portfolio
|
Q1 2024
Reduced 97.7%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
135
shares
|
$17,261
0.01% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
133
shares
|
$17,005
0.0% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
133
shares
|
$17,005
0.01% of portfolio
|
Q4 2024
Added 64.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
129
shares
|
$16,493
0.0% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
125
shares
|
$15,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
121
shares
|
$15,471
0.0% of portfolio
|
Q3 2024
Added 830.77%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
119
shares
|
$15,215
0.0% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
118
shares
|
$15,087
0.0% of portfolio
|
Q2 2024
Added 20.41%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
117
shares
|
$14,959
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
117
shares
|
$14,959
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$14,959
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
116
shares
|
$14,831
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
113
shares
|
$14,448
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
113
shares
|
$14,448
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
112
shares
|
$14,320
0.0% of portfolio
|
Q2 2024
Added 489.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
109
shares
|
$13,936
0.0% of portfolio
|
Q3 2024
Added 12.37%
|