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

Q2 2024 vs. Q1 2024

How the institutions holding Morgan Stanley changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of MS.PE: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	4	4	0
Shares	1.32K	3.50K	+2.19K (+165.7%)
Value	$33.3K	$88.4K	+$55.1K (+165.3%)

New holders (2)

Institutions that held Morgan Stanley at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to MS.PE in Q2 2024
Institution	Shares	Value	% of portfolio
McMahon Financial Advisors, LLC	2,500	$63.0K	0.01%
Studio Investment Management LLC	45	$1.18K	0.00%

Sold out (2)

Institutions that held Morgan Stanley at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of MS.PE in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Operose Advisors LLC	295	$7.45K
Sofos Investments, Inc.	70	$1.77K