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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
103
shares
|
$13,169
0.01% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
103
shares
|
$13,169
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$12,786
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$12,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
97
shares
|
$12,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
93
shares
|
$11,890
0.01% of portfolio
|
Q3 2024
Added 29.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
93
shares
|
$11,890
0.0% of portfolio
|
Q3 2024
Reduced 53.03%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
90
shares
|
$11,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
87
shares
|
$11,123
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
87
shares
|
$11,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
85
shares
|
$10,868
0.0% of portfolio
|
Q4 2023
Reduced 70.69%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
84
shares
|
$10,740
0.0% of portfolio
|
Q4 2020
Added 223.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
83
shares
|
$10,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
77
shares
|
$9,845
0.0% of portfolio
|
Q2 2024
Reduced 87.6%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
77
shares
|
$9,845
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
73
shares
|
$9,333
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
72
shares
|
$9,205
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$8,950
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
70
shares
|
$8,950
0.0% of portfolio
|
Q1 2023
Reduced 61.33%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
70
shares
|
$8,950
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
66
shares
|
$8,438
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
62
shares
|
$7,927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
60
shares
|
$7,671
0.0% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
58
shares
|
$7,415
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
56
shares
|
$7,160
0.0% of portfolio
|
Q3 2021
New holding
|