Morgan Stanley

MS.PF

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 $8.69K in total; no superinvestor holds it.

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

Q2 2021 vs. Q1 2021

How the institutions holding Morgan Stanley changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of MS.PF: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Q2 2021	Change
Holders	2	2	0
Shares	223.7K	228.0K	+4.29K (+1.9%)
Value	$6.30M	$6.45M	+$155.3K (+2.5%)

New holders (1)

Institutions that held Morgan Stanley at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to MS.PF in Q2 2021
Institution	Shares	Value	% of portfolio
Steward Partners Investment Advisory, LLC	7,200	$204.0K	0.00%

Sold out (1)

Institutions that held Morgan Stanley at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of MS.PF in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Laffer Tengler Investments	5,708	$160.7K