Morgan Stanley

MS.PE

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000895421

SEC filings (opens in a new tab)

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2 institutions reported holding it in 13F filings for Q2 2026, worth $47.6K in total; no superinvestor holds it.

Other share classesMS MS.PA MS.PF MS.PI MS.PK MS.PL MS.PO MS.PP MS.PQ

Q3 2023 vs. Q2 2023

How the institutions holding Morgan Stanley changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of MS.PE: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	2	3	+1
Shares	1.60K	1.13K	−478 (−29.8%)
Value	$40.2K	$28.9K	−$11.3K (−28.2%)

New holders (2)

Institutions that held Morgan Stanley at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MS.PE in Q3 2023
Institution	Shares	Value	% of portfolio
Operose Advisors LLC	295	$7.57K	0.00%
ORG Partners LLC	47	$1.21K	0.00%

Sold out (1)

Institutions that held Morgan Stanley at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MS.PE in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
FNY Investment Advisers, LLC	800	$20.0K