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Get Institutions for : 
Morgan Stanley Technology (MTK)  
$184.63 0.27 (0.15%) as of 4:30 Thu 5/16


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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  : 
36.82 (24.91%)  




 
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
   Auto-Owners Insurance Co 4 - 2024-03-31 1,194,100 $217,790,000 0
   PNC FINANCIAL SERVICES GROUP INC 786 - 2024-03-31 16,166 $2,948,000 0
   Financial Gravity Wealth Inc. 134 - 2023-12-31 2,774 $2,263,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 171 - 2024-03-31 5,330 $972,000 0
   KCM INVESTMENT ADVISORS LLC 216 - 2024-03-31 4,985 $909,000 0
   PARK AVENUE SECURITIES LLC 756 - 2024-03-31 4,428 $808,000 0
   BROWN ADVISORY HOLDINGS INC 852 - 2024-03-31 4,000 $730,000 0
   Biltmore Family Office LLC 119 - 2023-12-31 2,702 $444,000 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
   Beacon Pointe Advisors LLC 987 - 2023-12-31 2,212 $363,000 0
   COMMERCE BANK N A/MO 964 - 2024-03-31 1,957 $357,000 0
   Apeiron RIA LLC 167 - 2024-03-31 1,691 $308,000 0
   CI Private Wealth LLC 1869 - 2024-03-31 1,666 $304,000 0
   Full Sail Capital LLC 134 - 2023-12-31 1,838 $302,000 0
   Aries Wealth Management 167 - 2024-03-31 1,600 $292,000 0
   MADDEN ADVISORY SERVICES, INC. 80 - 2024-03-31 1,379 $252,000 0
   REDW Stanley Financial Advisors LLC 141 - 2024-03-31 1,277 $233,000 0
   Independence Bank of Kentucky 236 - 2024-03-31 915 $167,000 0
   TOMPKINS FINANCIAL CORP 290 - 2024-03-31 500 $91,000 0
   McIlrath & Eck LLC 215 - 2024-03-31 425 $78,000 0
   COMERICA BANK 2608 - 2023-12-31 424 $70,000 0
   ADIRONDACK TRUST CO 206 - 2024-03-31 380 $69,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 697 - 2024-03-31 305 $56,000 0
   Qube Research & Technologies Ltd 2889 - 2023-12-31 318 $52,000 0
   Rockbridge Investment Management LCC 268 - 2023-12-31 222 $36,000 0
   Tortoise Investment Management LLC 433 - 2024-03-31 191 $35,000 0
   AdvisorNet Financial Inc 961 - 2024-03-31 163 $30,000 0
   IAG Wealth Partners LLC 213 - 2024-03-31 155 $28,000 0
   Strengthening Families & Communities LLC 133 - 2024-03-31 138 $25,000 0
   ATLAS CAPITAL ADVISORS LLC 628 - 2024-03-31 99 $18,000 0
   TSFG LLC 445 - 2024-03-31 70 $13,000 0
   Archer Investment Corp 596 - 2024-03-31 73 $13,000 0
   NBC SECURITIES INC. 1699 - 2024-03-31 53 $9,000 0
   Cedar Mountain Advisors LLC 327 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2421 - 2024-03-31 1 $0 0
   Smartleaf Asset Management LLC 1659 - 2024-03-31 20 $0 0
   Capital Investment Advisory Services LLC 1013 - 2024-03-31 1 $0 0

  39 Records found
  1    
  Page 1 of 1
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