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Get Institutions for : 
Morgan Stanley Technology (MTK)  
$186.66 2.37 (1.29%) as of 4:30 Mon 5/20


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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  : 
38.85 (26.28%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 627 - 2024-03-31 219,552 $40,044,000 87,570
   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
   Private Advisor Group LLC 355 - 2024-03-31 38,204 $6,968,000 14,241
   SFG Wealth Management LLC. 15 - 2024-03-31 12,326 $2,248,000 129
   Advisor Group Holdings Inc. 1774 - 2024-03-31 9,867 $1,800,000 1,903
   Geneva Partners LLC 45 - 2024-03-31 7,708 $1,406,000 662
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1819 - 2024-03-31 4,726 $862,000 513
   GOLDMAN SACHS GROUP INC/ 3714 - 2024-03-31 4,198 $766,000 4,198
   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
   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
   J P MORGAN CHASE & CO 3808 - 2024-03-31 2,385 $435,000 1,711
   JANNEY MONTGOMERY SCOTT LLC 2267 - 2024-03-31 1,793 $327,000 8
   Steward Partners Investment Advisory LLC 1263 - 2024-03-31 1,602 $292,000 25
   BFT FINANCIAL GROUP LLC 238 - 2023-06-30 2,030 $283,000 187
   PRUDENTIAL FINANCIAL INC 2421 - 2024-03-31 1,286 $235,000 1,286
   FMR LLC 2821 - 2024-03-31 1,245 $227,000 98
   Aptus Capital Advisors LLC 837 - 2024-03-31 413 $75,000 194
   HARBOUR INVESTMENTS INC. 1703 - 2023-12-31 172 $28,000 5
   Coastal Investment Advisors Inc. 627 - 2024-03-31 120 $22,000 120
   PRIVATE TRUST CO NA 1420 - 2024-03-31 111 $20,000 10
  23 Records found
  1    
  Page 1 of 1
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