Morgan Stanley (MS)

Historical Portfolio Holders from 2014 to 2024

All holders as of
Q1 2024
Type / Class
Equity / COM NEW
Shares, Excl. Options Q1 2024
$1.32B
Holdings value Q1 2024
$124B
Value change Q1 2024
-$3.02B
Grand Portfolio weight change Q1 2024
-0.006%
Number of holders
1787
Number of Buys Q1 2024
784
Number of Sells Q1 2024
-754
Average Buys Q1 2024 %
+0.035%
Average Sells Q1 2024 %
-0.009%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Filings
Period Shares, Excl. Options Value, Excl. Options Change Price Filings
2024 Q1 1.32B $124B -$2.93B $94.16 1,754
2023 Q4 1.37B $128B +$479M $93.25 1,807
2023 Q3 1.37B $112B -$742M $81.67 1,714
2023 Q2 1.38B $118B -$1.67B $85.40 1,740
2023 Q1 1.39B $123B -$719M $87.80 1,719
2022 Q4 1.41B $121B -$613M $85.02 1,741
2022 Q3 1.42B $113B -$502M $79.01 1,639
2022 Q2 1.44B $109B -$2.03B $76.06 1,670
2022 Q1 1.47B $129B -$895M $87.40 1,727
2021 Q4 1.49B $147B -$2.94B $98.16 1,778
2021 Q3 1.53B $149B -$3.06B $97.31 1,657
2021 Q2 1.56B $143B -$1.24B $91.69 1,599
2021 Q1 1.59B $123B +$2.01B $77.66 1,575
2020 Q4 1.58B $108B +$12.5B $68.53 1,434
2020 Q3 1.41B $67.9B -$276M $48.35 1,196
2020 Q2 1.41B $68.3B +$2.44B $48.30 1,160
2020 Q1 1.38B $46.9B +$1.37B $34.00 1,090
2019 Q4 1.35B $69B -$696M $51.12 1,158
2019 Q3 1.37B $58.6B -$1.08B $42.67 1,080
2019 Q2 1.39B $61.7B +$486M $43.81 1,080
2019 Q1 1.42B $60.1B -$717M $42.20 1,112
2018 Q4 1.45B $57.6B -$893M $39.65 1,114
2018 Q3 1.48B $68.7B -$219M $46.57 1,115
2018 Q2 1.49B $70.7B -$506M $47.40 1,114
2018 Q1 1.52B $82.1B -$725M $53.96 1,108
2017 Q4 1.54B $81B -$478M $52.47 1,117
2017 Q3 1.56B $75.1B -$678M $48.17 1,002
2017 Q2 1.58B $70.2B +$536M $44.56 992
2017 Q1 1.58B $67.8B +$3.99B $42.84 994
2016 Q4 1.6B $67.7B +$742M $42.25 967
2016 Q3 1.59B $51.1B -$302M $32.06 858
2016 Q2 1.61B $41.8B +$1.08B $25.98 814
2016 Q1 1.57B $39.2B +$1.29B $25.01 826
2015 Q4 1.54B $49.1B +$92.4M $31.81 884
2015 Q3 1.56B $49B +$187M $31.50 852
2015 Q2 1.57B $60B +$59.7M $38.79 869
2015 Q1 1.57B $56.1B -$2.1B $35.69 849
2014 Q4 1.64B $61.4B +$1.57B $38.80 854
2014 Q3 1.55B $53.6B +$261M $34.57 788
2014 Q2 1.55B $50.8B +$818M $32.33 794
2014 Q1 1.51B $47B +$600M $31.17 795