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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
   MORGAN STANLEY 2420 - 2024-03-31 139,092 $25,369,000 -1,743
   BANK OF AMERICA CORP /DE/ 2585 - 2024-03-31 46,626 $8,504,000 -2,754
   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
   HIGHTOWER ADVISORS, LLC 1322 - 2024-03-31 13,061 $2,383,000 -99
   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
   PEAPACK GLADSTONE FINANCIAL CORP 346 - 2024-03-31 8,691 $1,585,000 -395
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2275 - 2024-03-31 5,160 $941,000 -2,902
   Quadcap Wealth Management LLC 123 - 2024-03-31 4,619 $843,000 -344
   Goodman Advisory Group LLC 56 - 2024-03-31 4,170 $761,000 -240
   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
   BB&T CORP 1926 - 2024-03-31 2,832 $517,000 -17
   Avestar Capital LLC 221 - 2024-03-31 2,559 $467,000 -63
   Stanley-Laman Group Ltd. 148 - 2024-03-31 1,953 $407,000 -126
   Leo Wealth LLC 244 - 2024-03-31 1,950 $358,000 -83
   Envestnet Portfolio Solutions Inc. 1282 - 2024-03-31 1,893 $345,000 -247
   BAKER TILLY FINANCIAL LLC 344 - 2024-03-31 1,627 $297,000 -10,337
   RAYMOND JAMES & ASSOCIATES 3350 - 2024-03-31 1,558 $284,000 -84
   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
   Legacy Capital Group California Inc. 260 - 2024-03-31 1,326 $242,000 -398
   Syntegra Private Wealth Group LLC 134 - 2024-03-31 1,190 $217,000 -176
   WASHINGTON TRUST CO 281 - 2024-03-31 1,015 $185,000 -10
   SANDY SPRING BANK 382 - 2024-03-31 950 $173,000 -80
   RFP Financial Group LLC 101 - 2024-03-31 849 $155,000 -40
   PROEQUITIES INC. 951 - 2024-03-31 505 $92,000 -106
   US BANCORP 2778 - 2024-03-31 221 $40,000 -47
   BANK OF MONTREAL /CAN/ 3061 - 2024-03-31 209 $39,000 -454
   Financial Gravity Wealth Inc. 292 - 2024-03-31 146 $27,000 -2,628
   Global Retirement Partners LLC 1786 - 2024-03-31 110 $20,000 -591
   PHILLIPS FINANCIAL MANAGEMENT LLC 231 - 2024-03-31 59 $11,000 -10
   Silicon Valley Capital Partners 340 - 2024-03-31 1 $0 -500
  40 Records found
  1    
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