Morgan Stanley

MS.PI

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; 1 institution reported holding it in 13F filings for Q2 2026, worth $27.5K in total; no superinvestor holds it.

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

Q1 2024 vs. Q4 2023

How the institutions holding Morgan Stanley changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of MS.PI: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	2	1	2	+1
Shares	10.2K	5.11K	405	−4.71K (−92.1%)
Value	$255.9K	$128.0K	$10.1K	−$117.8K (−92.1%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Morgan Stanley at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MS.PI in Q1 2024
Institution	Shares	Value	% of portfolio
Operose Advisors LLC	390	$9.71K	0.00%
Sofos Investments, Inc.	15	$374	0.00%

Sold out (1)

Institutions that held Morgan Stanley at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MS.PI in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Bartlett & Co. Wealth Management LLC	5,113	$127.9K

Not filed for Q1 2024 yet (1)

Institutions that held Morgan Stanley at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MS.PI in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Bartlett & Co. LLC	5,113	$128.0K