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Get Institutions for : 
Morgan Stanley (MS.PA)  
$22.65 0.23 (1.03%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    1
Total shares held : 
905,919  
% of shares held : 
0.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
29,182  
% of shares held change : 
  0%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.43  
Last Quarter's Ending Price : 
$21.50  
Last Quarter's Average Price
$21.39  
Change from last quarter's     
avg. price to the last closing  : 
1.26 (5.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 25,748
 2.84%
 
Increased Positions :
1
 5,434
 0.6%
 
Unchanged Positions :
4
 541,278
 59.75%
 
Decreased Positions :
1
-2,000
-0.22%
 
Closed Positions :
0
0
0%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Atlas Wealth LLC 6 - 2023-12-31 511,816 $11,076,000 0
   PNC FINANCIAL SERVICES GROUP INC 607 - 2023-12-31 266,298 $5,725,000 5,434
   TOWER BRIDGE ADVISORS 115 - 2023-12-31 72,595 $1,561,000 -2,000
   DELTA CAPITAL MANAGEMENT LLC 53 - 2024-03-31 26,755 $607,000 0
   Ethos Financial Group LLC 114 *New 2023-12-31 25,748 $563,000 25,748
   GROVE CREEK ASSET MANAGEMENT 181 - 2023-12-31 2,705 $58,000 0
   VIMA LLC 183 - 2023-12-31 911 $20,000 0

  7 Records found
  1    
  Page 1 of 1
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