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Get Institutions for : 
Morgan Stanley Technology (MTK)  
$181.96 0.40 (0.22%) as of 4:30 Fri 5/31


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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 : 
 $137.58  
Last Quarter's Ending Price : 
 $164.15  
Last Quarter's Average Price : 
 $147.81  
Change from last quarter's     
avg. price to the last closing  : 
34.15 (23.11%)  




 
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: 3-31-2022 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 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
   STIFEL FINANCIAL CORP 499 *New 2024-03-31 126,463 $23,065,000 126,463
   WIN ADVISORS INC 8 *New 2024-03-31 66,153 $12,066,000 66,153
   Cetera Investment Advisers 1801 *New 2024-03-31 7,645 $1,394,000 7,645
   Foundations Investment Advisors LLC 367 *New 2024-03-31 4,296 $784,000 4,296
   THRIVENT FINANCIAL FOR LUTHERANS 2097 *New 2024-03-31 3,197 $583,000 3,197
   PRIVATE CAPITAL MANAGEMENT LLC 95 *New 2024-03-31 2,866 $523,000 2,866
   MML INVESTORS SERVICES LLC 1831 *New 2024-03-31 2,529 $461,000 2,529
   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
   GoalVest Advisory LLC 85 *New 2024-03-31 1,900 $347,000 1,900
   HRT FINANCIAL LLC 1396 *New 2024-03-31 1,877 $342,000 1,877
   GREAT VALLEY ADVISOR GROUP INC. 604 *New 2024-03-31 1,682 $307,000 1,682
   17 CAPITAL PARTNERS LLC 107 *New 2024-03-31 1,493 $272,000 1,493
   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
   BCJ Capital Management LLC 363 *New 2024-03-31 1,201 $219,000 1,201
   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
   Atlantic Trust Group LLC 1571 *New 2024-03-31 343 $63,000 343
   NORTH STAR INVESTMENT MANAGEMENT CORP. 955 *New 2024-03-31 34 $6,000 34
   HOLLENCREST SECURITIES LLC 808 *New 2024-03-31 28 $5,000 28
   Providence Capital Advisors LLC 321 *New 2024-03-31 5 $1,000 5
  28 Records found
  1    
  Page 1 of 1
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