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Get Institutions for : 
Morgan Stanley Technology (MTK)  
$194.17 0.23 (0.12%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 112    5
Total shares held : 
 2,122,486  
% of shares held : 
 25.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 40,615  
% of shares held change : 
   0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $159.58  
Last Quarter's Ending Price : 
 $182.39  
Last Quarter's Average Price : 
 $174.90  
Change from last quarter's     
avg. price to the last closing  : 
19.27 (11.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 51,798
 2.44%
 
Increased Positions :
27
 78,006
 3.68%
 
Unchanged Positions :
42
 1,254,042
 59.08%
 
Decreased Positions :
29
-47,940
-2.26%
 
Closed Positions :
9
-41,249
-1.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Auto-Owners Insurance Co 4 - 2024-03-31 1,194,100 $217,790,000 0
   LPL FINANCIAL CORP 627 - 2024-03-31 219,552 $40,044,000 87,570
   MORGAN STANLEY 2420 - 2024-03-31 139,092 $25,369,000 -1,743
   STIFEL FINANCIAL CORP 499 *New 2024-03-31 126,463 $23,065,000 126,463
   WELLS FARGO & CO/MN 1075 - 2024-03-31 117,737 $21,474,000 8,283
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 375 - 2024-03-31 67,858 $12,377,000 5,880
   WIN ADVISORS INC 8 *New 2024-03-31 66,153 $12,066,000 66,153
   BANK OF AMERICA CORP /DE/ 2585 - 2024-03-31 46,626 $8,504,000 -2,754
   Private Advisor Group LLC 355 - 2024-03-31 38,204 $6,968,000 14,241
   AMERIPRISE FINANCIAL INC 2173 - 2024-03-31 32,136 $5,861,000 -3,802
   UBS Group AG 2463 - 2024-03-31 19,906 $3,631,000 -142
   PARSONS CAPITAL MANAGEMENT INC/RI 97 - 2024-03-31 18,165 $3,313,000 -515
   COUNTRY CLUB BANK /GFN 107 - 2024-03-31 17,572 $3,205,000 -544
   PNC FINANCIAL SERVICES GROUP INC 786 - 2024-03-31 16,166 $2,948,000 0
   HIGHTOWER ADVISORS, LLC 1322 - 2024-03-31 13,061 $2,383,000 -99
   SFG Wealth Management LLC. 15 - 2024-03-31 12,326 $2,248,000 129
   ENVESTNET ASSET MANAGEMENT INC 2507 - 2024-03-31 11,906 $2,171,000 -2,437
   Koshinski Asset Management Inc. 114 - 2024-03-31 10,885 $1,985,000 -3,300
   ROYAL BANK OF CANADA 2543 - 2024-03-31 10,472 $1,909,000 -315
   Advisor Group Holdings Inc. 1774 - 2024-03-31 9,867 $1,800,000 1,903
   PEAPACK GLADSTONE FINANCIAL CORP 346 - 2024-03-31 8,691 $1,585,000 -395
   Geneva Partners LLC 45 - 2024-03-31 7,708 $1,406,000 662
   Cetera Investment Advisers 1801 *New 2024-03-31 7,645 $1,394,000 7,645
   Fulcrum Equity Management 22 - 2024-03-31 6,622 $1,208,000 -576
   Mutual Advisors LLC 420 - 2024-03-31 6,620 $1,207,000 -628
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 171 - 2024-03-31 5,330 $972,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2275 - 2024-03-31 5,160 $941,000 -2,902
   KCM INVESTMENT ADVISORS LLC 216 - 2024-03-31 4,985 $909,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1819 - 2024-03-31 4,726 $862,000 513
   Quadcap Wealth Management LLC 123 - 2024-03-31 4,619 $843,000 -344
   PARK AVENUE SECURITIES LLC 756 - 2024-03-31 4,428 $808,000 0
   Foundations Investment Advisors LLC 367 *New 2024-03-31 4,296 $784,000 4,296
   GOLDMAN SACHS GROUP INC/ 3714 - 2024-03-31 4,198 $766,000 4,198
   Goodman Advisory Group LLC 56 - 2024-03-31 4,170 $761,000 -240
   BROWN ADVISORY HOLDINGS INC 852 - 2024-03-31 4,000 $730,000 0
   CENTAURUS FINANCIAL INC. 328 - 2024-03-31 3,610 $658,000 495
   IHT Wealth Management LLC 549 - 2024-03-31 3,595 $656,000 291
   CAPTRUST FINANCIAL ADVISORS 1346 - 2024-03-31 3,570 $651,000 -161
   Atria Wealth Solutions Inc. 1130 - 2024-03-31 3,472 $633,000 -639
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2348 - 2024-03-31 3,360 $613,000 -646
   THRIVENT FINANCIAL FOR LUTHERANS 2097 *New 2024-03-31 3,197 $583,000 3,197
   AXXCESS WEALTH MANAGEMENT LLC 511 - 2024-03-31 3,060 $558,000 60
   Joseph P. Lucia & Associates LLC 71 - 2024-03-31 2,875 $524,000 414
   PRIVATE CAPITAL MANAGEMENT LLC 95 *New 2024-03-31 2,866 $523,000 2,866
   BB&T CORP 1926 - 2024-03-31 2,832 $517,000 -17
   Biltmore Family Office LLC 112 - 2024-03-31 2,702 $493,000 0
   Avestar Capital LLC 221 - 2024-03-31 2,559 $467,000 -63
   MML INVESTORS SERVICES LLC 1831 *New 2024-03-31 2,529 $461,000 2,529
   J P MORGAN CHASE & CO 3808 - 2024-03-31 2,385 $435,000 1,711
   PROSPERA FINANCIAL SERVICES 710 *New 2023-12-31 2,617 $430,000 2,617
   Executive Wealth Management LLC 162 *New 2024-03-31 2,328 $427,000 2,328
   MONTCHANIN ASSET MANAGEMENT LLC 46 *New 2024-03-31 2,275 $415,000 2,275
   Stanley-Laman Group Ltd. 148 - 2024-03-31 1,953 $407,000 -126
   Beacon Pointe Advisors LLC 980 - 2024-03-31 2,212 $403,000 0
   GAMMA Investing LLC 228 - 2024-03-31 2,205 $402,000 0
   FINANCIAL COUNSELORS INC 442 - 2024-03-31 2,200 $401,000 0
   Keystone Financial Group 223 - 2024-03-31 2,015 $368,000 0
   Leo Wealth LLC 244 - 2024-03-31 1,950 $358,000 -83
   COMMERCE BANK N A/MO 964 - 2024-03-31 1,957 $357,000 0
   GoalVest Advisory LLC 85 *New 2024-03-31 1,900 $347,000 1,900
   Envestnet Portfolio Solutions Inc. 1282 - 2024-03-31 1,893 $345,000 -247
   HRT FINANCIAL LLC 1396 *New 2024-03-31 1,877 $342,000 1,877
   BLAIR WILLIAM & CO/IL 1213 - 2024-03-31 1,838 $335,000 1
   Full Sail Capital LLC 136 - 2024-03-31 1,838 $335,000 0
   JANNEY MONTGOMERY SCOTT LLC 2267 - 2024-03-31 1,793 $327,000 8
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 152 - 2024-03-31 1,753 $320,000 1
   Apeiron RIA LLC 167 - 2024-03-31 1,691 $308,000 0
   GREAT VALLEY ADVISOR GROUP INC. 604 *New 2024-03-31 1,682 $307,000 1,682
   CI Private Wealth LLC 1869 - 2024-03-31 1,666 $304,000 0
   BAKER TILLY FINANCIAL LLC 344 - 2024-03-31 1,627 $297,000 -10,337
   Aries Wealth Management 167 - 2024-03-31 1,600 $292,000 0
   Steward Partners Investment Advisory LLC 1263 - 2024-03-31 1,602 $292,000 25
   RAYMOND JAMES & ASSOCIATES 3350 - 2024-03-31 1,558 $284,000 -84
   BFT FINANCIAL GROUP LLC 238 - 2023-06-30 2,030 $283,000 187
   17 CAPITAL PARTNERS LLC 107 *New 2024-03-31 1,493 $272,000 1,493
   CREATIVE PLANNING 2320 - 2024-03-31 1,491 $272,000 -406
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 150 - 2024-03-31 1,446 $264,000 -193
   Badgley Phelps Wealth Managers LLC 228 *New 2024-03-31 1,400 $255,000 1,400
   Goss Wealth Management LLC 1706 *New 2024-03-31 1,384 $252,000 1,384
   MADDEN ADVISORY SERVICES, INC. 80 - 2024-03-31 1,379 $252,000 0
   Legacy Capital Group California Inc. 260 - 2024-03-31 1,326 $242,000 -398
   PRUDENTIAL FINANCIAL INC 2421 - 2024-03-31 1,286 $235,000 1,286
   REDW Stanley Financial Advisors LLC 141 - 2024-03-31 1,277 $233,000 0
   FMR LLC 2821 - 2024-03-31 1,245 $227,000 98
   BCJ Capital Management LLC 363 *New 2024-03-31 1,201 $219,000 1,201
   Syntegra Private Wealth Group LLC 134 - 2024-03-31 1,190 $217,000 -176
   CHATHAM CAPITAL GROUP INC 186 *New 2024-03-31 1,150 $210,000 1,150
   PCG Wealth Advisors LLC 104 *New 2024-03-31 1,127 $206,000 1,127
   BUCKINGHAM ASSET MANAGEMENT, LLC 699 *New 2024-03-31 1,126 $205,000 1,126
   Alpha Cubed Investments LLC 271 *New 2024-03-31 1,124 $205,000 1,124
   CLIENT 1ST ADVISORY GROUP LLC 109 *New 2024-03-31 1,109 $202,000 1,109
   JANE STREET GROUP LLC 4724 *New 2024-03-31 1,108 $202,000 1,108
   SAVANT CAPITAL MANAGEMENT INC 1040 *New 2024-03-31 1,102 $201,000 1,102
   WASHINGTON TRUST CO 281 - 2024-03-31 1,015 $185,000 -10
   SANDY SPRING BANK 382 - 2024-03-31 950 $173,000 -80
   Independence Bank of Kentucky 236 - 2024-03-31 915 $167,000 0
   RFP Financial Group LLC 101 - 2024-03-31 849 $155,000 -40
   CWM LLC 1889 - 2024-03-31 528 $96,000 1
   PROEQUITIES INC. 951 - 2024-03-31 505 $92,000 -106
   TOMPKINS FINANCIAL CORP 290 - 2024-03-31 500 $91,000 0
  100 Records found
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