Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,381 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
510
shares
|
$67,886
0.03% of portfolio
|
Q4 2023
Added 53.15%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
510
shares
|
$67,886
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
507
shares
|
$67,486
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$66,555
0.03% of portfolio
|
Q2 2022
Reduced 38.04%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
500
shares
|
$66,555
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
500
shares
|
$66,555
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
496
shares
|
$66,022
0.03% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
491
shares
|
$65,357
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
482
shares
|
$64,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
470
shares
|
$62,561
0.01% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
470
shares
|
$62,561
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
465
shares
|
$61,896
0.04% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
462
shares
|
$61,496
0.0% of portfolio
|
Q4 2024
Reduced 88.75%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
456
shares
|
$60,698
0.0% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
449
shares
|
$59,766
0.02% of portfolio
|
Q4 2024
Reduced 53.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$59,500
0.01% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$55,773
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$55,107
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$54,708
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
410
shares
|
$54,575
0.02% of portfolio
|
Q4 2024
Reduced 15.98%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
409
shares
|
$54,441
0.02% of portfolio
|
Q4 2024
Reduced 39.41%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
407
shares
|
$54,175
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
406
shares
|
$54,042
0.02% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
396
shares
|
$52,711
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
393
shares
|
$52,312
0.01% of portfolio
|
Q3 2024
Added 385.19%
|