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|
|
This page summarizes the MS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether MS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MS Share Count |
|---|
| Janney Capital Management LLC |
3,039 |
155,987 |
+152,948 |
+5032.84% |
| General Partner Inc. |
117 |
1,107 |
+990 |
+846.15% |
| NBC Securities Inc. |
5,294 |
33,967 |
+28,673 |
+541.61% |
| Financial Counselors Inc. |
14,883 |
76,116 |
+61,233 |
+411.43% |
| Executive Wealth Group LLC |
5,017 |
15,153 |
+10,136 |
+202.03% |
| Fortitude Advisory Group L.L.C. |
3,779 |
9,296 |
+5,517 |
+145.99% |
| Cary Street Partners Investment Advisory LLC |
15,586 |
37,616 |
+22,030 |
+141.34% |
| Optimum Investment Advisors |
1,300 |
3,050 |
+1,750 |
+134.62% |
| Davis Capital Management |
105 |
246 |
+141 |
+134.29% |
| Jmac Enterprises LLC |
3,900 |
8,900 |
+5,000 |
+128.21% |
| Sigma Planning Corp |
18,822 |
39,679 |
+20,857 |
+110.81% |
| Center for Financial Planning Inc. |
150 |
313 |
+163 |
+108.67% |
| Buffington Mohr McNeal |
5,675 |
11,375 |
+5,700 |
+100.44% |
| Oakworth Capital Inc. |
2,644 |
5,144 |
+2,500 |
+94.55% |
| Resonant Capital Advisors LLC |
2,551 |
4,897 |
+2,346 |
+91.96% |
| CNB Bank |
4,050 |
7,597 |
+3,547 |
+87.58% |
| One Wealth Advisors LLC |
2,684 |
4,686 |
+2,002 |
+74.59% |
| Whittier Trust Co. of Nevada Inc. |
1,902 |
3,293 |
+1,391 |
+73.13% |
| Haverford Trust Co. |
10,564 |
17,815 |
+7,251 |
+68.64% |
| Rise Advisors LLC |
1,067 |
1,760 |
+693 |
+64.95% |
| Capstone Investment Advisors LLC |
15,817 |
25,911 |
+10,094 |
+63.82% |
| Cyndeo Wealth Partners LLC |
25,454 |
40,765 |
+15,311 |
+60.15% |
| First United Bank Trust |
368 |
588 |
+220 |
+59.78% |
| FinTrust Capital Advisors LLC |
1,776 |
2,774 |
+998 |
+56.19% |
| DGS Capital Management LLC |
2,355 |
3,607 |
+1,252 |
+53.16% |
| Norden Group LLC |
5,640 |
8,621 |
+2,981 |
+52.85% |
| Oak Harvest Investment Services |
81,574 |
121,257 |
+39,683 |
+48.65% |
| Private Capital Management LLC |
3,388 |
5,009 |
+1,621 |
+47.85% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
6,600 |
9,575 |
+2,975 |
+45.08% |
| Trust Co. of Toledo NA OH |
11,581 |
16,331 |
+4,750 |
+41.02% |
| Copeland Capital Management LLC |
141,136 |
198,591 |
+57,455 |
+40.71% |
| Bernzott Capital Advisors |
52,404 |
73,424 |
+21,020 |
+40.11% |
| BKD Wealth Advisors LLC |
3,676 |
5,118 |
+1,442 |
+39.23% |
| K.J. Harrison & Partners Inc |
34,997 |
47,800 |
+12,803 |
+36.58% |
| Brown Advisory Inc. |
145,832 |
198,053 |
+52,221 |
+35.81% |
| Wesbanco Bank Inc. |
110,323 |
149,007 |
+38,684 |
+35.06% |
| Massmutual Trust Co. FSB ADV |
42,891 |
57,433 |
+14,542 |
+33.90% |
| Aaron Wealth Advisors |
4,272 |
5,699 |
+1,427 |
+33.40% |
| Woodmont Investment Counsel LLC |
6,323 |
8,401 |
+2,078 |
+32.86% |
| Hudson Valley Investment Advisors Inc. ADV |
64,679 |
85,489 |
+20,810 |
+32.17% |
| Whittier Trust Co. |
13,045 |
17,229 |
+4,184 |
+32.07% |
| Banque Cantonale Vaudoise |
57,544 |
75,821 |
+18,277 |
+31.76% |
| Northwest Bancshares Inc. |
2,370 |
3,119 |
+749 |
+31.60% |
| Jamison Private Wealth Management Inc. |
661 |
865 |
+204 |
+30.86% |
| PFG Investments LLC |
17,062 |
22,127 |
+5,065 |
+29.69% |
| Strategic Investment Advisors MI |
4,533 |
5,873 |
+1,340 |
+29.56% |
| BluePath Capital Management LLC |
3,933 |
5,067 |
+1,134 |
+28.83% |
| Bank of Stockton |
5,003 |
6,438 |
+1,435 |
+28.68% |
| Fidelis Capital Partners LLC |
21,600 |
27,772 |
+6,172 |
+28.57% |
| Pinnacle Financial Partners Inc. |
3,361 |
4,313 |
+952 |
+28.32% |
| StoneX Group Inc. |
14,665 |
18,793 |
+4,128 |
+28.15% |
| New England Research & Management Inc. |
20,542 |
26,205 |
+5,663 |
+27.57% |
| Keel Point LLC |
2,345 |
2,987 |
+642 |
+27.38% |
| Parkside Financial Bank & Trust |
10,676 |
13,516 |
+2,840 |
+26.60% |
| Benjamin F. Edwards & Company Inc. |
6,494 |
8,160 |
+1,666 |
+25.65% |
| Independence Bank of Kentucky |
2,414 |
3,004 |
+590 |
+24.44% |
| Abner Herrman & Brock LLC |
181,104 |
224,219 |
+43,115 |
+23.81% |
| Opinicus Capital Inc. |
2,682 |
3,320 |
+638 |
+23.79% |
| Register Financial Advisors LLC |
4,018 |
4,936 |
+918 |
+22.85% |
| Harbor Investment Advisory LLC |
4,102 |
5,033 |
+931 |
+22.70% |
| Van ECK Associates Corp |
28,084 |
34,454 |
+6,370 |
+22.68% |
| Empower Advisory Group LLC |
6,942 |
8,462 |
+1,520 |
+21.90% |
| Greenwood Capital Associates LLC |
62,696 |
75,939 |
+13,243 |
+21.12% |
| First Dallas Securities Inc. |
6,250 |
7,562 |
+1,312 |
+20.99% |
| First Financialcorp IN |
977 |
1,179 |
+202 |
+20.68% |
| Calton & Associates Inc. |
4,752 |
5,719 |
+967 |
+20.35% |
| Concord Wealth Partners |
10,461 |
12,498 |
+2,037 |
+19.47% |
| Capital Asset Advisory Services LLC |
17,758 |
21,205 |
+3,447 |
+19.41% |
| West Oak Capital LLC |
6,997 |
8,347 |
+1,350 |
+19.29% |
| Sage Mountain Advisors LLC |
3,640 |
4,316 |
+676 |
+18.57% |
| LVW Advisors LLC |
9,723 |
11,500 |
+1,777 |
+18.28% |
| First Citizens Bank & Trust Co. |
27,606 |
32,502 |
+4,896 |
+17.74% |
| ST Germain D J Co. Inc. |
2,627 |
3,089 |
+462 |
+17.59% |
| Apollon Wealth Management LLC |
25,594 |
30,082 |
+4,488 |
+17.54% |
| Fortem Financial Group LLC |
3,608 |
4,228 |
+620 |
+17.18% |
| Segment Wealth Management LLC |
2,241 |
2,615 |
+374 |
+16.69% |
| Summit Trail Advisors LLC |
10,874 |
12,636 |
+1,762 |
+16.20% |
| Nordea Investment Management AB |
1,918,298 |
2,224,521 |
+306,223 |
+15.96% |
| Veriti Management LLC |
27,779 |
31,864 |
+4,085 |
+14.71% |
| Chatham Capital Group Inc. |
13,481 |
15,456 |
+1,975 |
+14.65% |
| Aprio Wealth Management LLC |
3,090 |
3,536 |
+446 |
+14.43% |
| SYSTM Wealth Solutions LLC |
29,390 |
33,497 |
+4,107 |
+13.97% |
| Measured Wealth Private Client Group LLC |
3,227 |
3,658 |
+431 |
+13.36% |
| Trust Point Inc. |
9,434 |
10,671 |
+1,237 |
+13.11% |
| DNB Asset Management AS |
716,892 |
809,645 |
+92,753 |
+12.94% |
| Compagnie Lombard Odier SCmA |
30,375 |
34,125 |
+3,750 |
+12.35% |
| Private Advisor Group LLC |
88,299 |
99,158 |
+10,859 |
+12.30% |
| Park National Corp OH |
3,618 |
4,062 |
+444 |
+12.27% |
| Annex Advisory Services LLC |
212,922 |
238,497 |
+25,575 |
+12.01% |
| Mirador Capital Partners LP |
13,702 |
15,345 |
+1,643 |
+11.99% |
| Hexagon Capital Partners LLC |
4,781 |
5,336 |
+555 |
+11.61% |
| Valeo Financial Advisors LLC |
16,778 |
18,709 |
+1,931 |
+11.51% |
| Legacy Advisors LLC |
3,365 |
3,748 |
+383 |
+11.38% |
| Advocate Group LLC |
73,402 |
81,713 |
+8,311 |
+11.32% |
| Financial Synergies Wealth Advisors Inc. |
63 |
70 |
+7 |
+11.11% |
| Wedmont Private Capital |
7,647 |
8,480 |
+833 |
+10.89% |
| Miracle Mile Advisors LLC |
6,778 |
7,504 |
+726 |
+10.71% |
| Raymond James Financial Services Advisors Inc. |
364,712 |
403,112 |
+38,400 |
+10.53% |
| West Paces Advisors Inc. |
1,165 |
1,283 |
+118 |
+10.13% |
| Stolper Co |
22,323 |
24,578 |
+2,255 |
+10.10% |
| Indiana Trust & Investment Management CO |
1,220 |
1,341 |
+121 |
+9.92% |
| Atlas Private Wealth Management |
19,911 |
21,824 |
+1,913 |
+9.61% |
| Salomon & Ludwin LLC |
567 |
621 |
+54 |
+9.52% |
| CFM Wealth Partners LLC |
6,776 |
7,420 |
+644 |
+9.50% |
| Spire Wealth Management |
14,623 |
15,977 |
+1,354 |
+9.26% |
| Main Street Financial Solutions LLC |
4,815 |
5,260 |
+445 |
+9.24% |
| Capital Advisors Ltd. LLC |
1,889 |
2,062 |
+173 |
+9.16% |
| Kestra Private Wealth Services LLC |
111,904 |
122,157 |
+10,253 |
+9.16% |
| GAMMA Investing LLC |
9,517 |
10,325 |
+808 |
+8.49% |
| Tokio Marine Asset Management Co. Ltd. |
27,923 |
30,229 |
+2,306 |
+8.26% |
| Salem Investment Counselors Inc. |
27,216 |
29,450 |
+2,234 |
+8.21% |
| Financial Management Professionals Inc. |
7,338 |
7,937 |
+599 |
+8.16% |
| Mechanics Bank Trust Department |
2,152 |
2,326 |
+174 |
+8.09% |
| Sound Income Strategies LLC |
969 |
1,047 |
+78 |
+8.05% |
| Global Retirement Partners LLC |
10,082 |
10,884 |
+802 |
+7.95% |
| JFS Wealth Advisors LLC |
1,140 |
1,230 |
+90 |
+7.89% |
| Sage Rhino Capital LLC |
8,800 |
9,474 |
+674 |
+7.66% |
| PDS Planning Inc |
5,115 |
5,474 |
+359 |
+7.02% |
| Occidental Asset Management LLC |
33,653 |
35,990 |
+2,337 |
+6.94% |
| Joel Isaacson & Co. LLC |
44,620 |
47,641 |
+3,021 |
+6.77% |
| Steel Peak Wealth Management LLC |
88,973 |
94,938 |
+5,965 |
+6.70% |
| Castle Wealth Management LLC |
10,349 |
11,041 |
+692 |
+6.69% |
| Mirae Asset Global Investments Co. Ltd. |
228,997 |
244,126 |
+15,129 |
+6.61% |
| Fulton Bank N.A. |
23,191 |
24,705 |
+1,514 |
+6.53% |
| McKinley Carter Wealth Services Inc. |
16,165 |
17,212 |
+1,047 |
+6.48% |
| Private Trust Co. NA |
6,640 |
7,059 |
+419 |
+6.31% |
| Nexus Investment Management ULC |
171,341 |
182,027 |
+10,686 |
+6.24% |
| BKM Wealth Management LLC |
2,077 |
2,204 |
+127 |
+6.11% |
| Wallace Advisory Group LLC |
2,939 |
3,118 |
+179 |
+6.09% |
| RSM US Wealth Management LLC |
5,040 |
5,331 |
+291 |
+5.77% |
| Telos Capital Management Inc. |
141,153 |
149,252 |
+8,099 |
+5.74% |
| Atlas Capital Advisors LLC |
1,816 |
1,916 |
+100 |
+5.51% |
| Werlinich Asset Management LLC |
19,690 |
20,770 |
+1,080 |
+5.49% |
| Cooper Financial Group |
8,194 |
8,641 |
+447 |
+5.46% |
| Mission Wealth Management LP |
7,021 |
7,385 |
+364 |
+5.18% |
| KMG Fiduciary Partners LLC |
33,508 |
35,219 |
+1,711 |
+5.11% |
| Raymond James & Associates |
1,617,971 |
1,700,118 |
+82,147 |
+5.08% |
| Hudock Inc. |
4,225 |
4,433 |
+208 |
+4.92% |
| SlateStone Wealth LLC |
4,785 |
5,017 |
+232 |
+4.85% |
| HB Wealth Management LLC |
42,499 |
44,553 |
+2,054 |
+4.83% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
183,433 |
192,233 |
+8,800 |
+4.80% |
| Navis Wealth Advisors LLC |
3,021 |
3,164 |
+143 |
+4.73% |
| Greenleaf Trust |
29,427 |
30,796 |
+1,369 |
+4.65% |
| Allworth Financial LP |
13,068 |
13,672 |
+604 |
+4.62% |
| J.W. Cole Advisors Inc. |
13,006 |
13,602 |
+596 |
+4.58% |
| Long Run Wealth Advisors LLC |
13,068 |
13,662 |
+594 |
+4.55% |
| Gradient Investments LLC |
348,699 |
363,672 |
+14,973 |
+4.29% |
| True North Advisors LLC |
2,727 |
2,844 |
+117 |
+4.29% |
| Claro Advisors LLC |
6,714 |
7,000 |
+286 |
+4.26% |
| Conning Inc. |
387,816 |
403,643 |
+15,827 |
+4.08% |
| SkyOak Wealth LLC |
43,664 |
45,385 |
+1,721 |
+3.94% |
| Wealth Enhancement Advisory Services LLC |
903,951 |
939,065 |
+35,114 |
+3.88% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
3,014 |
3,131 |
+117 |
+3.88% |
| River Street Advisors LLC |
15,809 |
16,423 |
+614 |
+3.88% |
| Carret Asset Management LLC |
31,254 |
32,454 |
+1,200 |
+3.84% |
| Comprehensive Financial Consultants Institutional Inc. |
10,108 |
10,495 |
+387 |
+3.83% |
| CWM LLC |
120,616 |
125,198 |
+4,582 |
+3.80% |
| Horizon Wealth Management LLC |
2,287 |
2,371 |
+84 |
+3.67% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
130,944 |
135,734 |
+4,790 |
+3.66% |
| Cookson Peirce & Co. Inc. |
8,837 |
9,158 |
+321 |
+3.63% |
| CAPROCK Group Inc. |
18,505 |
19,167 |
+662 |
+3.58% |
| Financial Advisory Service Inc. |
19,577 |
20,274 |
+697 |
+3.56% |
| Lindbrook Capital LLC |
5,186 |
5,370 |
+184 |
+3.55% |
| Covenant Asset Management LLC |
18,692 |
19,339 |
+647 |
+3.46% |
| Howard Financial Services LTD. |
2,461 |
2,545 |
+84 |
+3.41% |
| Ritholtz Wealth Management |
31,998 |
33,086 |
+1,088 |
+3.40% |
| KAMES CAPITAL plc |
583,547 |
603,083 |
+19,536 |
+3.35% |
| Somerset Trust Co |
14,362 |
14,837 |
+475 |
+3.31% |
| Aurum Wealth Management Group LLC |
4,474 |
4,622 |
+148 |
+3.31% |
| Trifecta Capital Advisors LLC |
51,472 |
53,104 |
+1,632 |
+3.17% |
| First National Trust Co |
34,756 |
35,841 |
+1,085 |
+3.12% |
| Albion Financial Group UT |
65,655 |
67,681 |
+2,026 |
+3.09% |
| Catalyst Financial Partners LLC |
5,825 |
6,005 |
+180 |
+3.09% |
| Ballentine Partners LLC |
47,602 |
49,067 |
+1,465 |
+3.08% |
| Thrive Wealth Management LLC |
2,423 |
2,497 |
+74 |
+3.05% |
| Appleton Partners Inc. MA |
157,580 |
162,241 |
+4,661 |
+2.96% |
| Hartford Financial Management Inc. |
917 |
943 |
+26 |
+2.84% |
| Hennessy Advisors Inc. |
70,700 |
72,700 |
+2,000 |
+2.83% |
| Capital Investment Advisory Services LLC |
13,445 |
13,815 |
+370 |
+2.75% |
| Wright Investors Service Inc. |
22,348 |
22,958 |
+610 |
+2.73% |
| NorthCrest Asset Manangement LLC |
175,115 |
179,810 |
+4,695 |
+2.68% |
| Ashton Thomas Private Wealth LLC |
25,659 |
26,328 |
+669 |
+2.61% |
| Mayfair Advisory Group LLC |
2,430 |
2,493 |
+63 |
+2.59% |
| Stock Yards Bank & Trust Co. |
41,604 |
42,649 |
+1,045 |
+2.51% |
| First Hawaiian Bank |
54,942 |
56,296 |
+1,354 |
+2.46% |
| Iowa State Bank |
62,877 |
64,415 |
+1,538 |
+2.45% |
| Relyea Zuckerberg Hanson LLC |
11,365 |
11,637 |
+272 |
+2.39% |
| Greystone Financial Group LLC |
103,408 |
105,819 |
+2,411 |
+2.33% |
| Capital Investment Advisors LLC |
18,318 |
18,721 |
+403 |
+2.20% |
| Sunbelt Securities Inc. |
7,252 |
7,411 |
+159 |
+2.19% |
| Quent Capital LLC |
12,210 |
12,464 |
+254 |
+2.08% |
| Dynamic Advisor Solutions LLC |
15,984 |
16,295 |
+311 |
+1.95% |
| Cornerstone Wealth Management LLC |
4,384 |
4,467 |
+83 |
+1.89% |
| Bouvel Investment Partners LLC |
25,398 |
25,873 |
+475 |
+1.87% |
| LS Investment Advisors LLC |
5,550 |
5,650 |
+100 |
+1.80% |
| Financial Security Advisor Inc. |
2,407 |
2,450 |
+43 |
+1.79% |
| TFC Financial Management |
339 |
345 |
+6 |
+1.77% |
| Fielder Capital Group LLC |
2,249 |
2,288 |
+39 |
+1.73% |
| Acropolis Investment Management LLC |
18,110 |
18,415 |
+305 |
+1.68% |
| Daiwa Securities Group Inc. |
123,938 |
126,014 |
+2,076 |
+1.68% |
| Blue Chip Partners Inc. |
272,465 |
276,979 |
+4,514 |
+1.66% |
| Heritage Investors Management Corp |
265,559 |
269,887 |
+4,328 |
+1.63% |
| McGuire Investment Group LLC |
80,356 |
81,660 |
+1,304 |
+1.62% |
| Berkshire Bank |
7,800 |
7,926 |
+126 |
+1.62% |
| Trilogy Capital Inc. |
3,107 |
3,157 |
+50 |
+1.61% |
| Manchester Financial Inc. |
3,011 |
3,058 |
+47 |
+1.56% |
| Compton Wealth Advisory Group LLC |
11,621 |
11,794 |
+173 |
+1.49% |
| Avitas Wealth Management LLC |
76,156 |
77,251 |
+1,095 |
+1.44% |
| Wealthfront Advisers LLC |
94,604 |
95,946 |
+1,342 |
+1.42% |
| Simon Quick Advisors LLC |
45,783 |
46,428 |
+645 |
+1.41% |
| L.M. Kohn & Company |
2,781 |
2,820 |
+39 |
+1.40% |
| Buckley Wealth Management LLC |
9,260 |
9,388 |
+128 |
+1.38% |
| Lansing Street Advisors |
11,844 |
12,008 |
+164 |
+1.38% |
| LVM Capital Management Ltd. MI |
201,650 |
204,310 |
+2,660 |
+1.32% |
| Aspiriant LLC |
4,275 |
4,331 |
+56 |
+1.31% |
| Griffin Asset Management Inc. |
23,214 |
23,514 |
+300 |
+1.29% |
| CVA Family Office LLC |
2,577 |
2,609 |
+32 |
+1.24% |
| CX Institutional |
6,120 |
6,191 |
+71 |
+1.16% |
| Baxter Bros Inc. |
67,938 |
68,722 |
+784 |
+1.15% |
| Phillips Wealth Planners LLC |
2,542 |
2,570 |
+28 |
+1.10% |
| Venturi Wealth Management LLC |
10,441 |
10,553 |
+112 |
+1.07% |
| Gleason Group Inc. |
1,433 |
1,448 |
+15 |
+1.05% |
| Chemung Canal Trust Co. |
15,371 |
15,531 |
+160 |
+1.04% |
| Powell Investment Advisors LLC |
4,257 |
4,299 |
+42 |
+0.99% |
| Founders Capital Management |
953 |
962 |
+9 |
+0.94% |
| Stiles Financial Services Inc |
3,018 |
3,046 |
+28 |
+0.93% |
| AM Investment Strategies LLC |
20,197 |
20,374 |
+177 |
+0.88% |
| Westbourne Investment Advisors Inc. |
75,781 |
76,442 |
+661 |
+0.87% |
| Verdence Capital Advisors LLC |
12,595 |
12,700 |
+105 |
+0.83% |
| Rocky Mountain Advisers LLC |
773 |
779 |
+6 |
+0.78% |
| Park Edge Advisors LLC |
2,946 |
2,968 |
+22 |
+0.75% |
| Cedar Mountain Advisors LLC |
868 |
874 |
+6 |
+0.69% |
| Eudaimonia Partners LLC |
3,653 |
3,677 |
+24 |
+0.66% |
| City Holding Co. |
37,396 |
37,637 |
+241 |
+0.64% |
| Gulf International Bank UK Ltd |
102,927 |
103,583 |
+656 |
+0.64% |
| Shulman DeMeo Asset Management LLC |
7,709 |
7,757 |
+48 |
+0.62% |
| IVC Wealth Advisors LLC |
2,372 |
2,386 |
+14 |
+0.59% |
| Macroview Investment Management LLC |
2,070 |
2,082 |
+12 |
+0.58% |
| Hurlow Wealth Management Group Inc. |
2,627 |
2,642 |
+15 |
+0.57% |
| Silicon Valley Capital Partners |
177 |
178 |
+1 |
+0.56% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
23,997 |
24,130 |
+133 |
+0.55% |
| Oak Asset Management LLC |
17,263 |
17,358 |
+95 |
+0.55% |
| Monterey Private Wealth Inc. |
2,195 |
2,207 |
+12 |
+0.55% |
| Glass Jacobson Investment Advisors llc |
185 |
186 |
+1 |
+0.54% |
| Red Tortoise LLC |
188 |
189 |
+1 |
+0.53% |
| Insight Inv LLC |
17,092 |
17,177 |
+85 |
+0.50% |
| Pinnacle Wealth Management Group Inc. |
32,518 |
32,677 |
+159 |
+0.49% |
| O ROURKE & COMPANY Inc |
3,013 |
3,027 |
+14 |
+0.46% |
| Allen Mooney & Barnes Investment Advisors LLC |
2,493 |
2,504 |
+11 |
+0.44% |
| Eads & Heald Wealth Management |
5,548 |
5,567 |
+19 |
+0.34% |
| Proficio Capital Partners LLC |
9,775 |
9,800 |
+25 |
+0.26% |
| Arbor Investment Advisors LLC |
6,489 |
6,503 |
+14 |
+0.22% |
| W Advisors LLC |
9,290 |
9,310 |
+20 |
+0.22% |
| Next Level Private LLC |
26,248 |
26,303 |
+55 |
+0.21% |
| SOA Wealth Advisors LLC. |
1,011 |
1,013 |
+2 |
+0.20% |
| Zhang Financial LLC |
3,025 |
3,030 |
+5 |
+0.17% |
| HTLF Bank |
25,605 |
25,644 |
+39 |
+0.15% |
| Strategy Asset Managers LLC |
4,447 |
4,453 |
+6 |
+0.13% |
| Thompson Investment Management Inc. |
1,562 |
1,564 |
+2 |
+0.13% |
| Moloney Securities Asset Management LLC |
3,382 |
3,386 |
+4 |
+0.12% |
| Shepherd Financial Partners LLC |
4,070 |
4,074 |
+4 |
+0.10% |
| Mitchell Mcleod Pugh & Williams Inc. |
10,515 |
10,523 |
+8 |
+0.08% |
| Boyd Watterson Asset Management LLC OH |
2,105 |
2,106 |
+1 |
+0.05% |
| Centric Wealth Management |
3,891 |
3,893 |
+2 |
+0.05% |
| Rosenberg Matthew Hamilton |
3,759 |
3,761 |
+2 |
+0.05% |
| Pathway Financial Advisors LLC |
2,737 |
2,738 |
+1 |
+0.04% |
| Principle Wealth Partners LLC |
11,636 |
11,640 |
+4 |
+0.03% |
| Raymond James Trust N.A. |
32,695 |
32,700 |
+5 |
+0.02% |
| Gateway Investment Advisers LLC |
528,690 |
528,822 |
+132 |
+0.02% |
| Migdal Insurance & Financial Holdings Ltd. |
443,270 |
443,330 |
+60 |
+0.01% |
| E&G Advisors LP |
8,709 |
8,710 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In MS |
|---|
| Equitable Trust Co. |
0 |
2,191 |
+2,191 |
+100% |
| First Merchants Corp |
0 |
8,998 |
+8,998 |
+100% |
| BNP Paribas |
0 |
3,415 |
+3,415 |
+100% |
| American National Bank & Trust Co. VA |
0 |
4,269 |
+4,269 |
+100% |
| Tompkins Financial Corp |
0 |
1,000 |
+1,000 |
+100% |
| Norwood Financial Corp |
0 |
419 |
+419 |
+100% |
| Rational Advisors LLC |
0 |
700 |
+700 |
+100% |
| Westend Capital Management LLC |
0 |
47 |
+47 |
+100% |
| Focused Investors Fund L P |
0 |
1,696,200 |
+1,696,200 |
+100% |
| Investment Partners Asset Management Inc. |
0 |
3,313 |
+3,313 |
+100% |
| Northwest Investment Counselors LLC |
0 |
225 |
+225 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
9,356 |
+9,356 |
+100% |
| Reliant Investment Management LLC |
0 |
48,838 |
+48,838 |
+100% |
| Kessler Investment Group LLC |
0 |
15 |
+15 |
+100% |
| Cutler Group LP |
0 |
3,029 |
+3,029 |
+100% |
| Verity & Verity LLC |
0 |
61,523 |
+61,523 |
+100% |
| Chicago Partners Investment Group LLC |
0 |
6,326 |
+6,326 |
+100% |
| Riverview Trust Co |
0 |
1,422 |
+1,422 |
+100% |
| Bouchey Financial Group Ltd |
0 |
2,294 |
+2,294 |
+100% |
| BTC Capital Management Inc. |
0 |
115,426 |
+115,426 |
+100% |
| Davy Global Fund Management Ltd |
0 |
2,637 |
+2,637 |
+100% |
| Svenska Handelsbanken AB publ |
0 |
114,745 |
+114,745 |
+100% |
| Krilogy Financial LLC |
0 |
13,717 |
+13,717 |
+100% |
| Klingman & Associates LLC |
0 |
2,206 |
+2,206 |
+100% |
| Mn Services Vermogensbeheer B.V. |
0 |
290,600 |
+290,600 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
2,371 |
+2,371 |
+100% |
| Ibex Wealth Advisors |
0 |
6,707 |
+6,707 |
+100% |
| Wsfs Capital Management LLC |
0 |
2,148 |
+2,148 |
+100% |
| SpiderRock Advisors LLC |
0 |
58,063 |
+58,063 |
+100% |
| Fundamentun LLC |
0 |
17,760 |
+17,760 |
+100% |
| CenterStar Asset Management LLC |
0 |
2,496 |
+2,496 |
+100% |
| 180 Wealth Advisors LLC |
0 |
2,191 |
+2,191 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
3,647 |
+3,647 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
2,204 |
+2,204 |
+100% |
| Clear Creek Financial Management LLC |
0 |
2,176 |
+2,176 |
+100% |
| LifeSteps Financial Inc. |
0 |
621 |
+621 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,000 |
+1,000 |
+100% |
| HighMark Wealth Management LLC |
0 |
53 |
+53 |
+100% |
| First Pacific Financial |
0 |
35 |
+35 |
+100% |
| Charter Oak Capital Management LLC |
0 |
13,956 |
+13,956 |
+100% |
| International Assets Investment Management LLC |
0 |
908,398 |
+908,398 |
+100% |
| WD Rutherford LLC |
0 |
1,135 |
+1,135 |
+100% |
| Alta Wealth Advisors LLC |
0 |
2,360 |
+2,360 |
+100% |
| Cary Street Partners Asset Management LLC |
0 |
20,505 |
+20,505 |
+100% |
| InTrack Investment Management Inc |
0 |
2,733 |
+2,733 |
+100% |
| Baron Silver Stevens Financial Advisors LLC |
0 |
2,159 |
+2,159 |
+100% |
| Pallas Capital Advisors LLC |
0 |
2,426 |
+2,426 |
+100% |
| Tanager Wealth Management LLP |
0 |
3,794 |
+3,794 |
+100% |
| Carmel Capital Partners LLC |
0 |
8,663 |
+8,663 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
142 |
+142 |
+100% |
| Global Wealth Strategies & Associates |
0 |
4 |
+4 |
+100% |
| Simplicity Wealth LLC |
0 |
23,473 |
+23,473 |
+100% |
| Cypress Financial Planning LLC |
0 |
40,778 |
+40,778 |
+100% |
| Global Assets Advisory LLC |
0 |
14,684 |
+14,684 |
+100% |
| Dakota Community Bank & Trust NA |
0 |
862 |
+862 |
+100% |
| Centurion Wealth Management LLC |
0 |
2,194 |
+2,194 |
+100% |
| Financial Advisory Partners LLC |
0 |
39,221 |
+39,221 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
980 |
+980 |
+100% |
| Marest Capital LLC |
0 |
3,855 |
+3,855 |
+100% |
| Focus Financial Network Inc. |
0 |
2,483 |
+2,483 |
+100% |
| nVerses Capital LLC |
0 |
100 |
+100 |
+100% |
| FCG Investment Co |
0 |
2,163 |
+2,163 |
+100% |
| Triad Wealth Partners LLC |
0 |
4,047 |
+4,047 |
+100% |
| Accordant Advisory Group Inc |
0 |
470 |
+470 |
+100% |
| Glass Wealth Management Co LLC |
0 |
23,830 |
+23,830 |
+100% |
| Central Pacific Bank Trust Division |
0 |
11,197 |
+11,197 |
+100% |
| Diversify Advisory Services LLC |
0 |
10,320 |
+10,320 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
1,044 |
1,044 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
173 |
173 |
UNCH |
0.00% |
| Greenhaven Associates Inc. |
10,000 |
10,000 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
8,820 |
8,820 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
670,050 |
670,050 |
UNCH |
0.00% |
| Groesbeck Investment Management Corp NJ |
2,200 |
2,200 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
4,368 |
4,368 |
UNCH |
0.00% |
| Franklin Street Advisors Inc. NC |
25,000 |
25,000 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
70 |
70 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
3,371 |
3,371 |
UNCH |
0.00% |
| Vaughan Nelson Investment Management L.P. |
29,040 |
29,040 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
3,000 |
3,000 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
85 |
85 |
UNCH |
0.00% |
| Salzhauer Michael |
4,225 |
4,225 |
UNCH |
0.00% |
| Independent Investors Inc. |
7,483 |
7,483 |
UNCH |
0.00% |
| Dupont Capital Management Corp |
112,672 |
112,672 |
UNCH |
0.00% |
| First Community Trust NA |
73 |
73 |
UNCH |
0.00% |
| Viking Fund Management LLC |
130,150 |
130,150 |
UNCH |
0.00% |
| Overbrook Management Corp |
3,764 |
3,764 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
544 |
544 |
UNCH |
0.00% |
| America First Investment Advisors LLC |
556 |
556 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
185,000 |
185,000 |
UNCH |
0.00% |
| SOL Capital Management CO |
3,120 |
3,120 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
7,708 |
7,708 |
UNCH |
0.00% |
| Bangor Savings Bank |
2,409 |
2,409 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
583 |
583 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
2,001 |
2,001 |
UNCH |
0.00% |
| Cubic Asset Management LLC |
6,296 |
6,296 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
311 |
311 |
UNCH |
0.00% |
| Cacti Asset Management LLC |
22,000 |
22,000 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
21,800 |
21,800 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
2,868 |
2,868 |
UNCH |
0.00% |
| Supplemental Annuity Collective Trust of NJ |
12,600 |
12,600 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
710,927 |
710,927 |
UNCH |
0.00% |
| AFT Forsyth & Company Inc. |
2,485 |
2,485 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
2,423 |
2,423 |
UNCH |
0.00% |
| Alta Advisers Ltd |
3,600 |
3,600 |
UNCH |
0.00% |
| South Dakota Investment Council |
4,300 |
4,300 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
2,662 |
2,662 |
UNCH |
0.00% |
| Consolidated Investment Group LLC |
51,600 |
51,600 |
UNCH |
0.00% |
| Sippican Capital Advisors |
6,429 |
6,429 |
UNCH |
0.00% |
| SignalPoint Asset Management LLC |
2,147 |
2,147 |
UNCH |
0.00% |
| Newman Dignan & Sheerar Inc. |
2,328 |
2,328 |
UNCH |
0.00% |
| JNBA Financial Advisors |
152 |
152 |
UNCH |
0.00% |
| Blume Capital Management Inc. |
47 |
47 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
890 |
890 |
UNCH |
0.00% |
| Community Bank of Raymore |
26,940 |
26,940 |
UNCH |
0.00% |
| Curbstone Financial Management Corp |
5,632 |
5,632 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
1 |
1 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
1,405 |
1,405 |
UNCH |
0.00% |
| Pegasus Partners Ltd. |
2,288 |
2,288 |
UNCH |
0.00% |
| Arcus Capital Partners LLC |
23,538 |
23,538 |
UNCH |
0.00% |
| First PREMIER Bank |
156 |
156 |
UNCH |
0.00% |
| Harbor Advisors LLC |
6,608 |
6,608 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
11,602 |
11,602 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
210 |
210 |
UNCH |
0.00% |
| Parkside Investments LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| Fulcrum Capital LLC |
2,921 |
2,921 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
475 |
475 |
UNCH |
0.00% |
| Solstein Capital LLC |
256 |
256 |
UNCH |
0.00% |
| West Branch Capital LLC |
318 |
318 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
1,357 |
1,357 |
UNCH |
0.00% |
| Pflug Koory LLC |
2,424 |
2,424 |
UNCH |
0.00% |
| Essex Savings Bank |
3,950 |
3,950 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
56 |
56 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
87 |
87 |
UNCH |
0.00% |
| IFG Advisors LLC |
6,932 |
6,932 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
3,104 |
3,104 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
855 |
855 |
UNCH |
0.00% |
| Key Financial Inc |
2,588 |
2,588 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
2,780 |
2,780 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| Jackson Square Capital LLC |
2,741 |
2,741 |
UNCH |
0.00% |
| Planned Solutions Inc. |
2,530 |
2,530 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
182 |
182 |
UNCH |
0.00% |
| TriaGen Wealth Management LLC |
7,105 |
7,105 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
338 |
338 |
UNCH |
0.00% |
| Alliance Wealth Advisors LLC |
4,133 |
4,133 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
1,538 |
1,538 |
UNCH |
0.00% |
| Flynn Zito Capital Management LLC |
2,523 |
2,523 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,500 |
1,500 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
300 |
300 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
12,215 |
12,215 |
UNCH |
0.00% |
| Wealth Effects LLC |
5,756 |
5,756 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
192 |
192 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
98 |
98 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
309 |
309 |
UNCH |
0.00% |
| Eagle Rock Investment Company LLC |
6,000 |
6,000 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
4,535 |
4,535 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,255 |
1,255 |
UNCH |
0.00% |
| Horizons Wealth Management |
17 |
17 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
16,100 |
16,100 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
77 |
77 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
418 |
418 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
72 |
72 |
UNCH |
0.00% |
| Stephens Consulting LLC |
125 |
125 |
UNCH |
0.00% |
| Northern Financial Advisors Inc |
5,308 |
5,308 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
1,184 |
1,184 |
UNCH |
0.00% |
| Hudson Canyon Capital Management |
20,814 |
20,814 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
19 |
19 |
UNCH |
0.00% |
| Arcataur Capital Management LLC |
5,047 |
5,047 |
UNCH |
0.00% |
| Silvia Mccoll Wealth Management LLC |
5,315 |
5,315 |
UNCH |
0.00% |
| CGC Financial Services LLC |
265 |
265 |
UNCH |
0.00% |
| Barlow Wealth Partners Inc. |
5,782 |
5,782 |
UNCH |
0.00% |
| Trueblood Wealth Management LLC |
3,080 |
3,080 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
259 |
259 |
UNCH |
0.00% |
| Sachetta LLC |
2,505 |
2,505 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
468 |
468 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
173 |
173 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
117 |
117 |
UNCH |
0.00% |
| 13F Filers Decreasing MS Share Count |
|---|
| OFI Invest Asset Management |
306,020 |
2,001 |
-304,019 |
-99.35% |
| Sapient Capital LLC |
369,542 |
8,794 |
-360,748 |
-97.62% |
| Signet Financial Management LLC |
61,170 |
3,728 |
-57,442 |
-93.91% |
| Versant Capital Management Inc |
51 |
5 |
-46 |
-90.20% |
| Rakuten Securities Inc. |
928 |
112 |
-816 |
-87.93% |
| Los Angeles Capital Management & Equity Research Inc. |
48,785 |
6,652 |
-42,133 |
-86.36% |
| Hartline Investment Corp |
25,857 |
3,899 |
-21,958 |
-84.92% |
| Hollencrest Capital Management |
3,956 |
610 |
-3,346 |
-84.58% |
| SJS Investment Consulting Inc. |
369 |
70 |
-299 |
-81.03% |
| Aspire Private Capital LLC |
67 |
13 |
-54 |
-80.60% |
| Newbridge Financial Services Group Inc. |
2,695 |
554 |
-2,141 |
-79.44% |
| Braun Stacey Associates Inc. |
248,366 |
56,088 |
-192,278 |
-77.42% |
| Zenyatta Capital Management LP |
125,000 |
35,000 |
-90,000 |
-72.00% |
| Exchange Traded Concepts LLC |
459 |
130 |
-329 |
-71.68% |
| Maltin Wealth Management Inc. |
7,425 |
2,262 |
-5,163 |
-69.54% |
| Cullinan Associates Inc. |
111,719 |
35,220 |
-76,499 |
-68.47% |
| Donaldson Capital Management LLC |
52,582 |
18,577 |
-34,005 |
-64.67% |
| First Command Advisory Services Inc. |
44 |
16 |
-28 |
-63.64% |
| Prestige Wealth Management Group LLC |
6,130 |
2,243 |
-3,887 |
-63.41% |
| Gryphon Financial Partners LLC |
14,739 |
5,417 |
-9,322 |
-63.25% |
| Northern Oak Wealth Management Inc. |
28,285 |
11,164 |
-17,121 |
-60.53% |
| Valued Wealth Advisors LLC |
119 |
48 |
-71 |
-59.66% |
| PSI Advisors LLC |
2,518 |
1,018 |
-1,500 |
-59.57% |
| Arlington Trust Co LLC |
41 |
17 |
-24 |
-58.54% |
| Mutual Advisors LLC |
30,296 |
12,823 |
-17,473 |
-57.67% |
| Meyer Handelman Co. |
57,806 |
28,242 |
-29,564 |
-51.14% |
| UMB Bank N A MO |
541,372 |
264,798 |
-276,574 |
-51.09% |
| Creative Financial Designs Inc. ADV |
861 |
432 |
-429 |
-49.83% |
| Everpar Advisors LLC |
9,665 |
4,961 |
-4,704 |
-48.67% |
| Turtle Creek Wealth Advisors LLC |
4,929 |
2,534 |
-2,395 |
-48.59% |
| Boston Common Asset Management LLC |
194,931 |
108,287 |
-86,644 |
-44.45% |
| Neville Rodie & Shaw Inc. |
6,676 |
3,926 |
-2,750 |
-41.19% |
| Kovack Advisors Inc. |
6,541 |
3,858 |
-2,683 |
-41.02% |
| Bogart Wealth LLC |
1,577 |
970 |
-607 |
-38.49% |
| Renaissance Investment Group LLC |
7,340 |
4,550 |
-2,790 |
-38.01% |
| Baldwin Brothers Inc. MA |
535 |
335 |
-200 |
-37.38% |
| Robeco Institutional Asset Management B.V. |
314,765 |
200,572 |
-114,193 |
-36.28% |
| Annapolis Financial Services LLC |
697 |
447 |
-250 |
-35.87% |
| Sandy Cove Advisors LLC |
53,579 |
35,504 |
-18,075 |
-33.74% |
| Symmetry Partners LLC |
25,424 |
16,953 |
-8,471 |
-33.32% |
| Tobam |
1,074 |
718 |
-356 |
-33.15% |
| Washburn Capital Management Inc. |
10,731 |
7,441 |
-3,290 |
-30.66% |
| Schear Investment Advisers LLC |
14,567 |
10,125 |
-4,442 |
-30.49% |
| Hodges Capital Management Inc. |
60,146 |
41,996 |
-18,150 |
-30.18% |
| Central Bank & Trust Co. |
6,115 |
4,307 |
-1,808 |
-29.57% |
| Diversified Trust Co |
12,683 |
8,949 |
-3,734 |
-29.44% |
| Marino Stram & Associates LLC |
7,847 |
5,597 |
-2,250 |
-28.67% |
| Planning Capital Management Corp |
227 |
166 |
-61 |
-26.87% |
| Sequoia Financial Advisors LLC |
57,947 |
43,094 |
-14,853 |
-25.63% |
| Union Savings Bank |
390 |
300 |
-90 |
-23.08% |
| Canandaigua National Bank & Trust Co. |
45,666 |
35,266 |
-10,400 |
-22.77% |
| Zurcher Kantonalbank Zurich Cantonalbank |
585,444 |
452,719 |
-132,725 |
-22.67% |
| Apexium Financial LP |
4,082 |
3,250 |
-832 |
-20.38% |
| Capital Advisors Inc. OK |
581,837 |
464,066 |
-117,771 |
-20.24% |
| Connecticut Wealth Management LLC |
5,514 |
4,494 |
-1,020 |
-18.50% |
| OLD National Bancorp IN |
15,182 |
12,572 |
-2,610 |
-17.19% |
| Hennion & Walsh Asset Management Inc. |
39,820 |
33,141 |
-6,679 |
-16.77% |
| Lincoln National Corp |
50,806 |
42,628 |
-8,178 |
-16.10% |
| Argus Investors Counsel Inc. |
18,200 |
15,280 |
-2,920 |
-16.04% |
| Foster & Motley Inc. |
19,802 |
16,660 |
-3,142 |
-15.87% |
| Congress Park Capital LLC |
9,500 |
8,002 |
-1,498 |
-15.77% |
| Amalgamated Bank |
300,034 |
254,342 |
-45,692 |
-15.23% |
| BNP Paribas Arbitrage SA |
1,160,608 |
987,565 |
-173,043 |
-14.91% |
| Bank of New York Mellon Corp |
14,771,778 |
12,572,023 |
-2,199,755 |
-14.89% |
| Stratos Wealth Partners LTD. |
30,482 |
26,082 |
-4,400 |
-14.43% |
| Bank of New Hampshire |
10,599 |
9,076 |
-1,523 |
-14.37% |
| Blue Bell Private Wealth Management LLC |
2,107 |
1,811 |
-296 |
-14.05% |
| Hazlett Burt & Watson Inc. |
1,552 |
1,335 |
-217 |
-13.98% |
| MV Capital Management Inc. |
1,204 |
1,038 |
-166 |
-13.79% |
| Integrated Investment Consultants LLC |
2,897 |
2,500 |
-397 |
-13.70% |
| Vanguard Capital Wealth Advisors |
18,133 |
15,654 |
-2,479 |
-13.67% |
| Hanson & Doremus Investment Management |
1,186 |
1,025 |
-161 |
-13.58% |
| Clarius Group LLC |
15,381 |
13,296 |
-2,085 |
-13.56% |
| Welch Group LLC |
2,519 |
2,179 |
-340 |
-13.50% |
| Adams Diversified Equity Fund Inc. |
347,069 |
302,269 |
-44,800 |
-12.91% |
| Adell Harriman & Carpenter Inc. |
41,532 |
36,220 |
-5,312 |
-12.79% |
| Argent Advisors Inc. |
2,680 |
2,340 |
-340 |
-12.69% |
| BSW Wealth Partners |
5,410 |
4,728 |
-682 |
-12.61% |
| Orca Investment Management LLC |
6,922 |
6,066 |
-856 |
-12.37% |
| Nicholas Hoffman & Company LLC. |
6,738 |
5,922 |
-816 |
-12.11% |
| Cedar Brook Financial Partners LLC |
3,487 |
3,075 |
-412 |
-11.82% |
| Legacy Bridge LLC |
10,848 |
9,658 |
-1,190 |
-10.97% |
| Adviser Investments LLC |
3,423 |
3,053 |
-370 |
-10.81% |
| Beese Fulmer Investment Management Inc. |
10,870 |
9,708 |
-1,162 |
-10.69% |
| Moisand Fitzgerald Tamayo LLC |
469 |
419 |
-50 |
-10.66% |
| Royal Fund Management LLC |
1,966 |
1,760 |
-206 |
-10.48% |
| Ronald Blue Trust Inc. |
7,129 |
6,393 |
-736 |
-10.32% |
| Valley National Advisers Inc. |
2,491 |
2,235 |
-256 |
-10.28% |
| Pinnacle Bank |
5,448 |
4,900 |
-548 |
-10.06% |
| Lifestyle Asset Management Inc. |
2,409 |
2,172 |
-237 |
-9.84% |
| Perigon Wealth Management LLC |
18,741 |
16,938 |
-1,803 |
-9.62% |
| Coastline Trust Co |
26,748 |
24,183 |
-2,565 |
-9.59% |
| Park Avenue Securities LLC |
25,903 |
23,424 |
-2,479 |
-9.57% |
| Fifth Third Wealth Advisors LLC |
16,402 |
14,888 |
-1,514 |
-9.23% |
| Fifth Third Bancorp |
1,775,077 |
1,611,982 |
-163,095 |
-9.19% |
| Elk River Wealth Management LLC |
52,968 |
48,144 |
-4,824 |
-9.11% |
| California Public Employees Retirement System |
3,948,333 |
3,591,996 |
-356,337 |
-9.02% |
| RMR Wealth Builders |
3,932 |
3,579 |
-353 |
-8.98% |
| Webster Bank N. A. |
2,599 |
2,391 |
-208 |
-8.00% |
| Securian Asset Management Inc |
80,041 |
73,788 |
-6,253 |
-7.81% |
| Nilsine Partners LLC |
10,180 |
9,386 |
-794 |
-7.80% |
| Brookstone Capital Management |
7,311 |
6,745 |
-566 |
-7.74% |
| Riverwater Partners LLC |
4,801 |
4,430 |
-371 |
-7.73% |
| Deltec Asset Management LLC |
13,500 |
12,500 |
-1,000 |
-7.41% |
| Cambridge Investment Research Advisors Inc. |
177,673 |
164,559 |
-13,114 |
-7.38% |
| Mcdonald Partners LLC |
5,984 |
5,556 |
-428 |
-7.15% |
| BOK Financial Private Wealth Inc. |
26,848 |
24,987 |
-1,861 |
-6.93% |
| BLB&B Advisors LLC |
3,563 |
3,317 |
-246 |
-6.90% |
| Bfsg LLC |
600 |
560 |
-40 |
-6.67% |
| M&R Capital Management Inc. |
2,020 |
1,887 |
-133 |
-6.58% |
| SeaCrest Wealth Management LLC |
16,205 |
15,142 |
-1,063 |
-6.56% |
| Kingswood Wealth Advisors LLC |
11,190 |
10,463 |
-727 |
-6.50% |
| Arkadios Wealth Advisors |
5,249 |
4,912 |
-337 |
-6.42% |
| Lake Street Financial LLC |
6,146 |
5,756 |
-390 |
-6.35% |
| Asset Management One Co. Ltd. |
537,619 |
503,573 |
-34,046 |
-6.33% |
| Charles Schwab Trust Co |
7,556 |
7,086 |
-470 |
-6.22% |
| Childress Capital Advisors LLC |
5,083 |
4,768 |
-315 |
-6.20% |
| Delta Financial Group Inc. |
3,249 |
3,049 |
-200 |
-6.16% |
| Principal Financial Group Inc. |
4,973,545 |
4,669,089 |
-304,456 |
-6.12% |
| New Mexico Educational Retirement Board |
67,810 |
63,710 |
-4,100 |
-6.05% |
| City State Bank |
3,542 |
3,342 |
-200 |
-5.65% |
| JNB Advisors LLC |
5,605 |
5,290 |
-315 |
-5.62% |
| PayPay Securities Corp |
97 |
92 |
-5 |
-5.15% |
| Ausdal Financial Partners Inc. |
5,391 |
5,114 |
-277 |
-5.14% |
| Park Place Capital Corp |
1,641 |
1,557 |
-84 |
-5.12% |
| Kesler Norman & Wride LLC |
7,397 |
7,019 |
-378 |
-5.11% |
| AMF Pensionsforsakring AB |
722,748 |
686,109 |
-36,639 |
-5.07% |
| Leavell Investment Management Inc. |
22,412 |
21,276 |
-1,136 |
-5.07% |
| Berger Financial Group Inc |
6,132 |
5,824 |
-308 |
-5.02% |
| White Pine Investment CO |
80,812 |
76,794 |
-4,018 |
-4.97% |
| Hartford Investment Management Co. |
85,227 |
80,994 |
-4,233 |
-4.97% |
| First Affirmative Financial Network |
3,321 |
3,161 |
-160 |
-4.82% |
| Louisiana State Employees Retirement System |
76,400 |
72,900 |
-3,500 |
-4.58% |
| AdvisorNet Financial Inc |
3,972 |
3,795 |
-177 |
-4.46% |
| Stratos Wealth Advisors LLC |
10,706 |
10,231 |
-475 |
-4.44% |
| Burns J W & Co. Inc. NY |
77,911 |
74,554 |
-3,357 |
-4.31% |
| Congress Wealth Management LLC DE |
17,661 |
16,912 |
-749 |
-4.24% |
| MCF Advisors LLC |
3,777 |
3,617 |
-160 |
-4.24% |
| Janney Montgomery Scott LLC |
339,907 |
325,519 |
-14,388 |
-4.23% |
| JJJ Advisors Inc. |
218 |
209 |
-9 |
-4.13% |
| Checchi Capital Advisers LLC |
15,938 |
15,297 |
-641 |
-4.02% |
| Allspring Global Investments Holdings LLC |
79,691 |
76,496 |
-3,195 |
-4.01% |
| Paces Ferry Wealth Advisors LLC |
3,522 |
3,381 |
-141 |
-4.00% |
| Capital Investment Counsel Inc |
20,083 |
19,283 |
-800 |
-3.98% |
| Smith Salley & Associates |
16,484 |
15,829 |
-655 |
-3.97% |
| Moody Lynn & Lieberson LLC |
218,987 |
210,631 |
-8,356 |
-3.82% |
| Pennsylvania Capital Management Inc. ADV |
9,103 |
8,757 |
-346 |
-3.80% |
| Sumitomo Life Insurance Co. |
19,021 |
18,301 |
-720 |
-3.79% |
| CENTRAL TRUST Co |
45,539 |
43,817 |
-1,722 |
-3.78% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
4,051 |
3,899 |
-152 |
-3.75% |
| Stonegate Investment Group LLC |
37,351 |
36,016 |
-1,335 |
-3.57% |
| New York State Teachers Retirement System |
1,311,465 |
1,264,690 |
-46,775 |
-3.57% |
| Tributary Capital Management LLC |
2,880 |
2,780 |
-100 |
-3.47% |
| Regions Financial Corp |
23,016 |
22,235 |
-781 |
-3.39% |
| Chapin Davis Inc. |
6,018 |
5,814 |
-204 |
-3.39% |
| Richard P Slaughter Associates Inc |
31,715 |
30,653 |
-1,062 |
-3.35% |
| Cigna Investments Inc. New |
12,864 |
12,433 |
-431 |
-3.35% |
| Ninety One UK Ltd |
246,955 |
238,947 |
-8,008 |
-3.24% |
| Meridian Wealth Management LLC |
13,642 |
13,201 |
-441 |
-3.23% |
| Burke & Herbert Bank & Trust Co. |
6,409 |
6,205 |
-204 |
-3.18% |
| State of Alaska Department of Revenue |
153,862 |
149,022 |
-4,840 |
-3.15% |
| Ferguson Wellman Capital Management Inc. |
376,061 |
364,451 |
-11,610 |
-3.09% |
| Tritonpoint Wealth LLC |
2,861 |
2,775 |
-86 |
-3.01% |
| Mayflower Financial Advisors LLC |
40,719 |
39,500 |
-1,219 |
-2.99% |
| Proequities Inc. |
1,499 |
1,455 |
-44 |
-2.94% |
| Perfromance Wealth Partners LLC |
2,838 |
2,760 |
-78 |
-2.75% |
| Farmers & Merchants Investments Inc. |
910 |
885 |
-25 |
-2.75% |
| Mosley Wealth Management |
4,976 |
4,840 |
-136 |
-2.73% |
| Summit Global Investments |
2,717 |
2,644 |
-73 |
-2.69% |
| Patriot Financial Group Insurance Agency LLC |
6,319 |
6,150 |
-169 |
-2.67% |
| Xcel Wealth Management LLC |
60,555 |
58,945 |
-1,610 |
-2.66% |
| American National Bank |
3,471 |
3,388 |
-83 |
-2.39% |
| Krueger & Catalano Capital Partners LLC |
21,427 |
20,919 |
-508 |
-2.37% |
| Premier Path Wealth Partners LLC |
13,084 |
12,787 |
-297 |
-2.27% |
| Deroy & Devereaux Private Investment Counsel Inc. |
329,553 |
322,065 |
-7,488 |
-2.27% |
| Zullo Investment Group Inc. |
11,912 |
11,644 |
-268 |
-2.25% |
| Natixis Advisors L.P. |
1,104,272 |
1,079,431 |
-24,841 |
-2.25% |
| Bell Bank |
5,033 |
4,920 |
-113 |
-2.25% |
| Breakwater Capital Group |
7,812 |
7,641 |
-171 |
-2.19% |
| Triangle Securities Wealth Management |
10,438 |
10,212 |
-226 |
-2.17% |
| Essex Financial Services Inc. |
6,186 |
6,052 |
-134 |
-2.17% |
| Ellsworth Advisors LLC |
2,650 |
2,597 |
-53 |
-2.00% |
| Pinnacle Wealth Management Advisory Group LLC |
43,536 |
42,678 |
-858 |
-1.97% |
| Fiduciary Alliance LLC |
78,287 |
76,764 |
-1,523 |
-1.95% |
| Procyon Private Wealth Partners LLC |
12,618 |
12,376 |
-242 |
-1.92% |
| WASHINGTON TRUST Co |
11,736 |
11,512 |
-224 |
-1.91% |
| Tlwm |
13,475 |
13,220 |
-255 |
-1.89% |
| Maryland State Retirement & Pension System |
93,601 |
91,840 |
-1,761 |
-1.88% |
| Yousif Capital Management LLC |
185,985 |
182,509 |
-3,476 |
-1.87% |
| Mutual of America Capital Management LLC |
188,746 |
185,308 |
-3,438 |
-1.82% |
| TrueMark Investments LLC |
21,083 |
20,710 |
-373 |
-1.77% |
| Strategic Advisors LLC |
16,771 |
16,478 |
-293 |
-1.75% |
| Altus Wealth Group LLC |
3,808 |
3,742 |
-66 |
-1.73% |
| Moody National Bank Trust Division |
26,927 |
26,460 |
-467 |
-1.73% |
| JGP Wealth Management LLC |
3,290 |
3,237 |
-53 |
-1.61% |
| Dakota Wealth Management |
13,453 |
13,237 |
-216 |
-1.61% |
| Donald L. Hagan LLC |
11,585 |
11,401 |
-184 |
-1.59% |
| Pinnacle Associates Ltd. |
471,784 |
464,290 |
-7,494 |
-1.59% |
| GLOBALT Investments LLC GA |
39,318 |
38,709 |
-609 |
-1.55% |
| Northcape Wealth Management LLC |
15,591 |
15,349 |
-242 |
-1.55% |
| N.E.W. Advisory Services LLC |
2,480 |
2,443 |
-37 |
-1.49% |
| Culbertson A N & Co. Inc. |
27,690 |
27,290 |
-400 |
-1.44% |
| Adirondack Trust Co. |
5,532 |
5,453 |
-79 |
-1.43% |
| Northeast Investment Management |
25,229 |
24,874 |
-355 |
-1.41% |
| GPS Wealth Strategies Group LLC |
1,361 |
1,342 |
-19 |
-1.40% |
| Portside Wealth Group LLC |
7,673 |
7,568 |
-105 |
-1.37% |
| Asset Dedication LLC |
8,017 |
7,909 |
-108 |
-1.35% |
| Sivia Capital Partners LLC |
2,299 |
2,269 |
-30 |
-1.30% |
| Sumitomo Mitsui Trust Holdings Inc. |
2,968,279 |
2,931,728 |
-36,551 |
-1.23% |
| First Financial Bank Trust Division |
3,664 |
3,620 |
-44 |
-1.20% |
| HFG Advisors Inc. |
2,266 |
2,240 |
-26 |
-1.15% |
| Mather Group LLC. |
9,588 |
9,478 |
-110 |
-1.15% |
| Tsfg LLC |
542 |
536 |
-6 |
-1.11% |
| Strategic Blueprint LLC |
6,916 |
6,841 |
-75 |
-1.08% |
| Parcion Private Wealth LLC |
9,468 |
9,368 |
-100 |
-1.06% |
| Busey Wealth Management |
9,435 |
9,340 |
-95 |
-1.01% |
| US Asset Management LLC |
6,176 |
6,115 |
-61 |
-0.99% |
| A. D. Beadell Investment Counsel Inc. |
17,721 |
17,546 |
-175 |
-0.99% |
| Benjamin Edwards Inc. |
6,024 |
5,965 |
-59 |
-0.98% |
| Summit Financial LLC |
27,908 |
27,639 |
-269 |
-0.96% |
| Bruce G. Allen Investments LLC |
2,243 |
2,222 |
-21 |
-0.94% |
| IFM Investors Pty Ltd |
251,353 |
249,002 |
-2,351 |
-0.94% |
| Wolff Wiese Magana LLC |
23,620 |
23,402 |
-218 |
-0.92% |
| McLean Asset Management Corp |
2,789 |
2,765 |
-24 |
-0.86% |
| NBT Bank N A NY |
7,093 |
7,033 |
-60 |
-0.85% |
| Godsey & Gibb Associates |
1,700 |
1,686 |
-14 |
-0.82% |
| State of Michigan Retirement System |
346,026 |
343,226 |
-2,800 |
-0.81% |
| Peoples Financial Services CORP. |
11,872 |
11,782 |
-90 |
-0.76% |
| Amplius Wealth Advisors LLC |
3,744 |
3,716 |
-28 |
-0.75% |
| TRUE Private Wealth Advisors |
8,614 |
8,549 |
-65 |
-0.75% |
| Omnia Family Wealth LLC |
2,894 |
2,875 |
-19 |
-0.66% |
| Rockland Trust Co. |
9,236 |
9,175 |
-61 |
-0.66% |
| Hunter Associates Investment Management LLC |
25,684 |
25,528 |
-156 |
-0.61% |
| Perpetual Ltd |
8,232 |
8,185 |
-47 |
-0.57% |
| Institute for Wealth Management LLC. |
17,578 |
17,480 |
-98 |
-0.56% |
| DekaBank Deutsche Girozentrale |
696,705 |
692,784 |
-3,921 |
-0.56% |
| Courier Capital LLC |
15,459 |
15,372 |
-87 |
-0.56% |
| First Horizon Advisors Inc. |
9,628 |
9,575 |
-53 |
-0.55% |
| Parsons Capital Management Inc. RI |
11,356 |
11,293 |
-63 |
-0.55% |
| Fortis Group Advisors LLC |
2,794 |
2,779 |
-15 |
-0.54% |
| Czech National Bank |
221,386 |
220,453 |
-933 |
-0.42% |
| Grassi Investment Management |
121,225 |
120,750 |
-475 |
-0.39% |
| Hourglass Capital LLC |
79,527 |
79,227 |
-300 |
-0.38% |
| Bull Street Advisors LLC |
8,229 |
8,199 |
-30 |
-0.36% |
| Carmichael Hill & Associates Inc. |
582 |
580 |
-2 |
-0.34% |
| Asio Capital LLC |
26,516 |
26,429 |
-87 |
-0.33% |
| Grove Bank & Trust |
6,342 |
6,321 |
-21 |
-0.33% |
| Palisade Asset Management LLC |
31,225 |
31,125 |
-100 |
-0.32% |
| First Interstate Bank |
3,100 |
3,090 |
-10 |
-0.32% |
| Kinneret Advisory LLC |
82,164 |
81,909 |
-255 |
-0.31% |
| Five Oceans Advisors |
3,022 |
3,013 |
-9 |
-0.30% |
| Hosking Partners LLP |
381,147 |
380,009 |
-1,138 |
-0.30% |
| Baugh & Associates LLC |
72,706 |
72,501 |
-205 |
-0.28% |
| Assenagon Asset Management S.A. |
59,568 |
59,410 |
-158 |
-0.27% |
| Allred Capital Management LLC |
4,383 |
4,374 |
-9 |
-0.21% |
| Retirement Systems of Alabama |
1,051,033 |
1,049,007 |
-2,026 |
-0.19% |
| Matrix Asset Advisors Inc. NY |
306,408 |
305,900 |
-508 |
-0.17% |
| Douglas Lane & Associates LLC |
1,040,415 |
1,038,765 |
-1,650 |
-0.16% |
| Ameliora Wealth Management Ltd. |
20,900 |
20,870 |
-30 |
-0.14% |
| Oliver Luxxe Assets LLC |
73,717 |
73,617 |
-100 |
-0.14% |
| LexAurum Advisors LLC |
7,006 |
6,998 |
-8 |
-0.11% |
| Commonwealth Equity Services LLC |
422,649 |
422,167 |
-482 |
-0.11% |
| YHB Investment Advisors Inc. |
20,544 |
20,523 |
-21 |
-0.10% |
| Nisa Investment Advisors LLC |
479,743 |
479,240 |
-503 |
-0.10% |
| Quantum Financial Advisors LLC |
3,570 |
3,567 |
-3 |
-0.08% |
| Pittenger & Anderson Inc. |
156,290 |
156,160 |
-130 |
-0.08% |
| 13F Filers Exiting MS |
|---|
| Cooksen Wealth LLC |
903 |
0 |
-903 |
-100.00% |
| Ables Iannone Moore & Associates Inc. |
13 |
0 |
-13 |
-100.00% |
| Voisard Asset Management Group Inc. |
30 |
0 |
-30 |
-100.00% |
| Precedent Wealth Partners LLC |
2,626 |
0 |
-2,626 |
-100.00% |
| Visionary Horizons LLC |
4,494 |
0 |
-4,494 |
-100.00% |
| Financial Perspectives Inc |
5 |
0 |
-5 |
-100.00% |
| Kennedy Investment Group |
2,612 |
0 |
-2,612 |
-100.00% |
| Arista Wealth Management LLC |
4,815 |
0 |
-4,815 |
-100.00% |
| Ulland Investment Advisors LLC |
675 |
0 |
-675 |
-100.00% |
| Eagle Strategies LLC |
2,794 |
0 |
-2,794 |
-100.00% |
| C2C Wealth Management LLC |
5,005 |
0 |
-5,005 |
-100.00% |
| Tennessee Valley Asset Management Partners |
139 |
0 |
-139 |
-100.00% |
| Advisor Resource Council |
6,813 |
0 |
-6,813 |
-100.00% |
| Platte River Wealth Advisors LLC |
2,655 |
0 |
-2,655 |
-100.00% |
| Austin Private Wealth LLC |
1,382 |
0 |
-1,382 |
-100.00% |
| Bremer Bank National Association |
7,692 |
0 |
-7,692 |
-100.00% |
| Global Strategic Investment Solutions LLC |
2,208 |
0 |
-2,208 |
-100.00% |
| FORA Capital LLC |
7,537 |
0 |
-7,537 |
-100.00% |
| Winthrop Advisory Group LLC |
2,233 |
0 |
-2,233 |
-100.00% |
| CBOE Vest Financial LLC |
137,935 |
0 |
-137,935 |
-100.00% |
| AustralianSuper Pty Ltd |
441,817 |
0 |
-441,817 |
-100.00% |
| Norway Savings Bank |
2,353 |
0 |
-2,353 |
-100.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
22,943 |
0 |
-22,943 |
-100.00% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
65,857 |
0 |
-65,857 |
-100.00% |
| RFG Advisory LLC |
4,487 |
0 |
-4,487 |
-100.00% |
| Friedenthal Financial |
100 |
0 |
-100 |
-100.00% |
| Carlson Capital Management |
6,259 |
0 |
-6,259 |
-100.00% |
| Westside Investment Management Inc. |
70 |
0 |
-70 |
-100.00% |
| Mizuho Securities Co. Ltd. |
1,200 |
0 |
-1,200 |
-100.00% |
| Ninety One SA PTY Ltd |
102,023 |
0 |
-102,023 |
-100.00% |
| Meitav Dash Investments Ltd. |
131,073 |
0 |
-131,073 |
-100.00% |
| Arlington Partners LLC |
17 |
0 |
-17 |
-100.00% |
| Founders Financial Securities LLC |
4,994 |
0 |
-4,994 |
-100.00% |
| Denali Advisors LLC |
5,500 |
0 |
-5,500 |
-100.00% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
1,660 |
0 |
-1,660 |
-100.00% |
| Argent Capital Management LLC |
236,145 |
0 |
-236,145 |
-100.00% |
| Bourgeon Capital Management LLC |
200 |
0 |
-200 |
-100.00% |
| Brave Asset Management Inc. |
2,209 |
0 |
-2,209 |
-100.00% |
| University of Texas Texas AM Investment Managment Co. |
270 |
0 |
-270 |
-100.00% |
See Summary: Institutional Holders of MS
See Details: Top 10 Hedge Funds Holding MS
Also See: MS Insider Buying
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