NYSE:MS

Morgan Stanley Institutional Ownership

$78.59
-2.23 (-2.76 %)
(As of 04/16/2021 04:00 PM ET)
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Today's Range
$77.76
Now: $78.59
$81.68
50-Day Range
$76.87
MA: $80.54
$84.34
52-Week Range
$35.53
Now: $78.59
$86.64
Volume29.07 million shs
Average Volume11.53 million shs
Market Capitalization$147.01 billion
P/E Ratio13.25
Dividend Yield1.73%
Beta1.59

Institutional Ownership

Institutional Ownership Changes (13F Filings) for Morgan Stanley (NYSE:MS)

Institutional Ownership Percentage: 76.79%

Institutional Buying and Selling by Quarter


Morgan Stanley (NYSE MS) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/16/2021Baugh & Associates LLC71,203$5.53M3.7%-0.2%0.004%
4/16/2021Harbor Investment Advisory LLC6,282$0.49M0.1%+12.2%0.000%
4/16/2021NEXT Financial Group Inc4,374$0.34M0.0%+9.6%0.000%
4/16/2021Fort Pitt Capital Group LLC4,908$0.38M0.0%+802.2%0.000%
4/16/2021New England Research & Management Inc.33,987$2.64M1.4%+8.6%0.002%
4/16/2021Burns J W & Co. Inc. NY83,016$6.45M1.1%+0.3%0.004%
4/16/2021Motco114,607$8.90M0.6%-15.9%0.006%
4/16/2021Financial Advisors LLC5,040$0.39M0.2%N/A0.000%
4/16/2021NatWest Group plc11,950$0.93M0.4%-31.9%0.001%
4/16/2021Adirondack Trust Co.3,538$0.28M0.1%+45.5%0.000%
4/16/2021Bogart Wealth LLC56,255$4.37M0.6%+32.1%0.003%
4/16/2021Columbia Trust Co 010120168,797$0.68M0.4%+107.3%0.000%
4/15/2021Wolff Wiese Magana LLC2,740$0.21M0.2%+6.9%0.000%
4/15/2021Crossmark Global Holdings Inc.201,948$15.68M0.4%-11.3%0.011%
4/15/2021GPS Wealth Strategies Group LLC15,274$1.19M0.3%N/A0.001%
4/15/2021CX Institutional3,975$0.31M0.0%-91.7%0.000%
4/15/2021Leavell Investment Management Inc.11,496$0.89M0.1%N/A0.001%
4/15/2021Optimum Investment Advisors6,800$0.53M0.2%-2.2%0.000%
4/15/2021Rothschild Investment Corp IL4,409$0.34M0.0%-57.4%0.000%
4/15/2021A. D. Beadell Investment Counsel Inc.43,525$3.38M2.3%+4.8%0.002%
4/15/2021Retirement Systems of Alabama1,202,823$93.41M0.4%-15.0%0.064%
4/15/2021Sippican Capital Advisors6,366$0.49M0.5%N/A0.000%
4/15/2021DnB Asset Management AS850,296$66.03M0.5%+33.1%0.045%
4/15/2021Mcdonald Partners LLC16,140$1.25M0.3%+43.1%0.001%
4/15/2021Arbor Investment Advisors LLC6,599$0.51M0.1%+29.7%0.000%
4/15/2021Townsend & Associates Inc23,142$1.80M1.2%N/A0.001%
4/15/2021City Holding Co.6,406$0.50M0.1%+540.6%0.000%
4/15/2021First Midwest Bank Trust Division4,131$0.32M0.0%-3.7%0.000%
4/14/2021Heron Financial Group LLC28,482$2.23M1.4%+3.5%0.002%
4/14/2021Gateway Investment Advisers LLC601,856$46.74M0.5%+9.7%0.032%
4/14/2021Nachman Norwood & Parrott Inc9,141$0.71M0.1%+9.1%0.000%
4/14/2021Welch & Forbes LLC6,056$0.47M0.0%N/A0.000%
4/14/2021Veriti Management LLC18,365$1.43M0.4%+7.2%0.001%
4/14/2021Strategic Investment Advisors MI6,637$0.52M0.1%-11.6%0.000%
4/14/2021Alliance Wealth Advisors LLC4,335$0.34M0.3%-10.3%0.000%
4/14/2021Richard P Slaughter Associates Inc41,876$3.25M1.4%-30.8%0.002%
4/14/2021Community Trust & Investment Co.5,540$0.43M0.0%+81.1%0.000%
4/14/2021CVA Family Office LLC1,631$0.13M0.0%+48.7%0.000%
4/14/2021Moody National Bank Trust Division185,154$14.38M0.3%-0.5%0.010%
4/14/2021Louisiana State Employees Retirement System93,000$7.22M0.2%+4.8%0.005%
4/14/2021First National Bank of Hutchinson6,517$0.51M0.3%+83.7%0.000%
4/14/2021Loring Wolcott & Coolidge Fiduciary Advisors LLP MA28,429$2.21M0.0%+13.8%0.002%
4/14/2021First Bank & Trust521$40K0.0%N/A0.000%
4/14/2021FDx Advisors Inc.58,834$4.57M0.2%+12.9%0.003%
4/14/2021Centric Wealth Management2,865$0.22M0.1%N/A0.000%
4/14/2021Powell Investment Advisors LLC2,591$0.20M0.1%N/A0.000%
4/13/2021Leith Wheeler Investment Counsel Ltd.10,121$0.79M0.1%N/A0.001%
4/13/2021Redpoint Investment Management Pty Ltd37,633$2.92M0.2%N/A0.002%
4/13/2021FDx Advisors Inc.4,569$59K0.3%-91.2%0.000%
4/13/2021Norway Savings Bank3,032$0.24M0.1%-5.0%0.000%
4/13/2021Royal London Asset Management Ltd.498,877$38.74M0.2%+4.1%0.027%
4/13/2021Gofen & Glossberg LLC IL6,828$0.53M0.0%+119.9%0.000%
4/12/2021Platte River Wealth Advisors LLC3,825$0.31M0.1%N/A0.000%
4/12/2021Vanguard Capital Wealth Advisors9,453$0.75M0.6%+109.9%0.001%
4/12/2021Acropolis Investment Management LLC16,694$1.30M0.1%+15.8%0.001%
4/12/2021Courier Capital LLC23,759$1.85M0.2%-3.1%0.001%
4/12/2021Hemington Wealth Management2,682$0.21M0.1%N/A0.000%
4/12/2021Calamos Advisors LLC787,277$61.14M0.3%+3.8%0.042%
4/12/2021Carlson Capital Management4,056$0.32M0.1%+41.7%0.000%
4/12/2021Oak Harvest Investment Services59,408$4.61M1.8%+11.7%0.003%
4/12/2021HighPoint Advisor Group LLC18,123$1.46M0.2%+11.2%0.001%
4/12/2021CHICAGO TRUST Co NA3,586$0.28M0.1%N/A0.000%
4/12/2021Wedge Capital Management L L P NC3,306$0.26M0.0%-99.1%0.000%
4/12/2021Clarus Wealth Advisors4,837$0.39M0.2%N/A0.000%
4/12/2021Valeo Financial Advisors LLC6,610$0.51M0.0%-3.8%0.000%
4/12/2021Private Capital Group LLC6,227$0.48M0.1%-30.3%0.000%
4/9/2021Graves Light Private Wealth Management Inc.1,708$0.13M0.0%+11.9%0.000%
4/9/2021Ipswich Investment Management Co. Inc.4,432$0.34M0.1%N/A0.000%
4/9/2021First Citizens Financial Corp4,577$0.36M0.3%-2.7%0.000%
4/9/2021State of Alaska Department of Revenue262,359$20.37M0.2%+0.2%0.014%
4/9/2021Edge Wealth Management LLC1,600$0.12M0.0%-42.9%0.000%
4/9/2021Abner Herrman & Brock LLC205,894$15.99M2.4%+13.6%0.011%
4/9/2021Hexavest Inc.211,855$16.45M0.7%-40.7%0.012%
4/9/2021NuWave Investment Management LLC8,920$0.69M0.9%N/A0.000%
4/9/2021First Hawaiian Bank62,999$4.89M0.2%-4.3%0.003%
4/8/2021KMG Fiduciary Partners LLC15,501$1.20M0.2%+4.6%0.001%
4/8/2021F&V Capital Management LLC7,064$0.55M0.2%-37.1%0.000%
4/8/2021Neville Rodie & Shaw Inc.32,290$2.51M0.2%+397.9%0.002%
4/7/2021Bremer Bank National Association3,131$0.24M0.1%-22.7%0.000%
4/7/2021Somerset Trust Co12,846$1M0.4%N/A0.001%
4/6/2021Carroll Financial Associates Inc.653$50K0.0%+36.3%0.000%
4/6/2021Private Trust Co. NA7,538$0.59M0.1%+2.1%0.000%
4/6/2021LVM Capital Management Ltd. MI187,600$14.57M2.4%-1.9%0.010%
4/6/2021Everence Capital Management Inc.29,931$2.32M0.2%N/A0.002%
4/6/2021TrimTabs Asset Management LLC27,907$2.23M1.1%-54.8%0.002%
4/5/2021Pacer Advisors Inc.94,941$7.37M0.1%+9.5%0.005%
4/5/2021Canandaigua National Corp50,097$3.89M0.7%-9.3%0.003%
4/5/2021Curbstone Financial Management Corp5,612$0.44M0.1%N/A0.000%
4/5/2021Fulton Bank N.A.13,855$1.08M0.1%-15.1%0.001%
4/2/2021Chemung Canal Trust Co.80,888$6.28M1.3%-37.8%0.004%
4/1/2021Park National Corp OH5,013$0.39M0.0%+4.5%0.000%
3/30/2021Koshinski Asset Management Inc.29,884$2.05M0.2%+23.7%0.002%
3/25/2021Legacy Wealth Asset Management LLC14,022$0.96M0.5%N/A0.001%
3/24/2021Alpha DNA Investment Management LLC370$25K0.0%N/A0.000%
3/19/2021Curi Capital4,101$0.28M0.2%N/A0.000%
3/19/2021Valley Brook Capital Group407$27K0.0%N/A0.000%
3/17/2021Lorne Steinberg Wealth Management Inc.76,307$5.25M3.3%N/A0.004%
3/16/2021Carret Asset Management LLC27,448$1.88M0.3%+32.0%0.002%
3/12/2021DekaBank Deutsche Girozentrale2,136,580$144.90M0.5%+4.8%0.118%
3/11/2021swisspartners Ltd.16,625$1.12M1.0%N/A0.001%
(Data available from 1/1/2016 forward)

This page was last updated on 4/17/2021 by MarketBeat.com Staff
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