Morgan Stanley (NYSE:MS)
| 77.28 BATS BZX Real-Time Price As of 1:52pm ET |  -0.54 / -0.69%Today’s Change | 72.23 Today|||52-Week Range 109.73 | -21.27% Year-to-Date |
Institutional investors purchased a net $22.9 million shares of MS during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 63.90% of shares outstanding that institutional investors hold is actually below the Investment Banks/Brokers industry average.
| Mutual fund holders | 35.83% |
| Other institutional | 28.07% |
| Individual stakeholders | 25.30% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 18.2 Million shares of Morgan Stanley |
| 3/31/2022 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 13.4 Million shares of Morgan Stanley |
| 3/31/2022 | MANULIFE INVESTMENT MANAGEMENT L... Bought 9.4 Million shares of Morgan Stanley |
Top 10 Owners of Morgan Stanley
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| SSgA Funds Management, Inc. | 7.43% | 130,449,037 | 11,236,880,047 | -71,118 | -0.05% |
| The Vanguard Group, Inc. | 6.49% | 113,878,557 | 9,809,498,900 | +1,713,567 | +1.53% |
| BlackRock Fund Advisors | 3.74% | 65,594,131 | 5,650,278,444 | -1,983,939 | -2.94% |
| Wellington Management Co. LLP | 2.15% | 37,678,228 | 3,245,602,560 | -4,591,480 | -10.86% |
| JPMorgan Investment Management, I... | 1.85% | 32,409,819 | 2,791,781,809 | -2,749,347 | -7.82% |
| Fidelity Management & Research Co... | 1.76% | 30,823,470 | 2,655,133,706 | -8,571,219 | -21.76% |
| Capital Research & Management Co.... | 1.52% | 26,638,524 | 2,294,642,457 | +13,367,310 | +100.72% |
| Geode Capital Management LLC | 1.35% | 23,639,581 | 2,036,313,507 | -211,384 | -0.89% |
| Massachusetts Financial Services ... | 1.26% | 22,052,848 | 1,899,632,327 | +2,274,156 | +11.50% |
| Capital Research & Management Co.... | 1.18% | 20,756,931 | 1,788,002,036 | +18,150,967 | +696.52% |
Top 10 Mutual Funds Holding Morgan Stanley
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index... | 2.38% | 41,756,056 | 3,596,866,664 | +434,408 | +1.05% |
| Vanguard 500 Index Fund | 1.76% | 30,885,389 | 2,660,467,408 | +221,313 | +0.72% |
| Government Pension Fund - Global ... | 0.90% | 15,744,621 | 1,356,241,653 | -3,703,243 | -19.04% |
| SPDR S&P 500 ETF Trust | 0.87% | 15,216,787 | 1,310,774,032 | -151,135 | -0.98% |
| Fidelity 500 Index Fund | 0.85% | 14,835,149 | 1,277,899,735 | +108,734 | +0.74% |
| American Funds Investment Company... | 0.84% | 14,702,627 | 1,266,484,290 | +7,649,875 | +108.47% |
| MFS Value Fund | 0.76% | 13,374,512 | 1,152,080,464 | 0 | 0.00% |
| SPDR Series - Financial Select Se... | 0.70% | 12,364,596 | 1,065,086,299 | +42,240 | +0.34% |
| iShares Core S&P 500 ETF | 0.70% | 12,211,734 | 1,051,918,767 | +33,480 | +0.27% |
| Vanguard Equity Income Fund | 0.70% | 12,196,274 | 1,050,587,042 | +990,692 | +8.84% |