Morgan Stanley (NYSE:MS)
| 80.70 Delayed Data As of Apr 09 |  +0.50 / +0.62%Today’s Change | 35.53 Today|||52-Week Range 86.64 | +17.76% Year-to-Date |
Institutional investors purchased a net $20.0 million shares of MS during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 67.64% of shares outstanding that institutional investors hold is actually below the Investment Banks/Brokers industry average.
| Mutual fund holders | 37.29% |
| Other institutional | 30.35% |
| Individual stakeholders | 24.49% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 1/29/2021 | AMUNDI IRELAND LTD. Bought 396.5 Thousand shares of Morgan Stanley |
| 2/26/2021 | LYXOR INTERNATIONAL ASSET MANAGE... Bought 171.4 Thousand shares of Morgan Stanley |
| 2/26/2021 | FIDEURAM INVESTIMENTI SGR SPA Bought 156.1 Thousand shares of Morgan Stanley |
Top 10 Owners of Morgan Stanley
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| SSgA Funds Management, Inc. | 6.66% | 120,618,007 | 9,271,906,198 | +219,613 | +0.18% |
| The Vanguard Group, Inc. | 6.04% | 109,404,597 | 8,409,931,371 | -5,305,676 | -4.63% |
| T. Rowe Price Associates, Inc. (I... | 5.44% | 98,409,202 | 7,564,715,358 | -2,817,438 | -2.78% |
| BlackRock Fund Advisors | 3.39% | 61,434,044 | 4,722,434,962 | -1,810,772 | -2.86% |
| JPMorgan Investment Management, I... | 2.27% | 41,018,099 | 3,153,061,270 | +5,235,806 | +14.63% |
| Fidelity Management & Research Co... | 1.74% | 31,420,759 | 2,415,313,744 | +16,602,166 | +112.04% |
| Wellington Management Co. LLP | 1.65% | 29,925,698 | 2,300,388,405 | +22,789,858 | +319.37% |
| Geode Capital Management LLC | 1.21% | 21,861,419 | 1,680,487,279 | +154,804 | +0.71% |
| Norges Bank Investment Management | 1.05% | 18,923,087 | 1,454,617,698 | +3,344,843 | +21.47% |
| Northern Trust Investments, Inc.(... | 0.97% | 17,475,078 | 1,343,309,246 | -400,853 | -2.24% |
Top 10 Mutual Funds Holding Morgan Stanley
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 2.24% | 40,523,513 | 3,115,042,444 | -415,684 | -1.02% |
| Vanguard 500 Index Fund | 1.69% | 30,612,579 | 2,353,188,948 | +1,917,825 | +6.68% |
| T Rowe Price Value Fund | 1.17% | 21,102,994 | 1,622,187,149 | +85,384 | +0.41% |
| Government Pension Fund - Global ... | 1.02% | 18,537,252 | 1,424,958,561 | +3,467,646 | +23.01% |
| SPDR S&P 500 ETF Trust | 0.85% | 15,363,337 | 1,180,979,715 | +116,820 | +0.77% |
| SPDR Series - Financial Select Se... | 0.80% | 14,540,223 | 1,117,706,942 | +234,500 | +1.64% |
| Fidelity 500 Index Fund | 0.72% | 12,943,195 | 994,943,400 | -8,439 | -0.07% |
| Vanguard Institutional Index Fund | 0.64% | 11,621,091 | 893,313,265 | -114,785 | -0.98% |
| iShares Core S&P 500 ETF | 0.64% | 11,577,072 | 889,929,525 | +14,208 | +0.12% |
| Vanguard Value Index Fund | 0.58% | 10,528,445 | 809,321,567 | +653,734 | +6.62% |