Also trades as: MS (NYSE) · $vol 1037M · MS-PP (NYSE) · $vol 2M · MS-PO (NYSE) · $vol 2M · MS-PK (NYSE) · $vol 2M · MS-PI (NYSE) · $vol 2M · MS-PF (NYSE) · $vol 2M · MS-PE (NYSE) · $vol 2M · MS-PQ (NYSE) · $vol 2M · MS-PA (NYSE) · $vol 2M · 0QYU.L (LSE) · $vol 2M · MS.TO (TSX) · $vol 0M · DWD.DE (XETRA) · $vol 0M
MS-PL Institutional Ownership
Morgan Stanley
1W: +1.8%
1M: -2.3%
3M: -8.5%
YTD: -15.6%
1Y: -18.9%
3Y: +4.8%
5Y: -18.1%
$17.54
+0.04 (+0.23%)
Weekly Expected Move ±2.4%
$17
$17
$18
$18
$18
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MS-PL
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
0
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 30,845 | $541K | — | +0.0% | 8Q | SEC ↗ |
| 2 | WHALEROCK POINT PARTNERS, LLC | 12,000 | $210K | — | +0.0% | 3Q | SEC ↗ |
| 3 | First Command Advisory Services, Inc. | 530 | $9K | +360 | +211.8% | 2Q | SEC ↗ |
| 4 | Byrne Asset Management LLC | 400 | $7K | — | +0.0% | 19Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 184 | $3K | -76 | -29.2% | 8Q | SEC ↗ |
| 6 | NBC SECURITIES, INC. | 0 | $0K | -47 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 47 | $1K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Command Advisory Services, In | +360 | +211.8% | 530 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | -76 | -29.2% | 184 |