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MORGAN STANLEY
MORGAN STANLEY. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 863 Institutional holders with a total value of $50,538,651,345.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Orion Porfolio Solutions, LLC 13 0 0.00%
2 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 2 0 0.00%
3 Lenox Wealth Management, Inc. 0 0 0.00%
4 Cranbrook Wealth Management, LLC 18 1,000 0.00%
5 BANK OF NOVA SCOTIA TRUST CO 41 1,000 0.00%
6 Creative Planning 3,000 1,000 0.00% Call
7 Simplicity Solutions, LLC 52 1,638 0.00%
8 AllSquare Wealth Management LLC 60 2,000 0.00%
9 Aris Wealth Services, Inc. 61 2,000 0.00%
10 BUTENSKY & COHEN FINANCIAL SECURITY, INC 51 2,000 0.00%
11 ASSETMARK, INC 69 2,000 0.00%
12 St. Johns Investment Management Company, LLC 107 3,000 0.00%
13 Lowe Wealth Advisors, LLC 100 3,000 0.00%
14 Gradient Investments LLC 88 3,000 0.00%
15 Global X Management CO LLC 88 3,000 0.00%
16 WFG Advisors, LP 1,000 3,000 0.00% Call
17 PINKERTON WEALTH, LLC 111 3,000 0.00%
18 COLONY GROUP LLC 104 3,000 0.00%
19 Cornerstone Advisors, Inc. 125 4,000 0.00%
20 HAP Trading, LLC 15,900 4,000 0.00% Call
21 Tarbox Family Office, Inc. 168 5,000 0.00%
22 THOMPSON SIEGEL & WALMSLEY LLC 150 5,000 0.00%
23 KRILOGY FINANCIAL LLC 170 5,000 0.00%
24 D'Orazio & Associates, Inc. 170 6,000 0.00%
25 REILLY FINANCIAL ADVISORS, LLC 200 6,000 0.00%
26 CITY HOLDING CO 200 6,000 0.00%
27 SONORA INVESTMENT MANAGEMENT, LLC 273 9,000 0.00%
28 GUPTA WEALTH MANAGEMENT LLC 315 10,000 0.00%
29 TCI Wealth Advisors, Inc. 332 10,000 0.00%
30 Winslow, Evans & Crocker, Inc. 328 10,332 0.00%
31 BALENTINE LLC 709 11,000 0.00%
32 Kavar Capital Partners, LLC 375 11,000 0.00%
33 Oakworth Capital, Inc. 350 11,000 0.00%
34 FARMERS & MERCHANTS INVESTMENTS INC 340 11,000 0.00%
35 RATIONAL ADVISORS, INC. 354 11,000 0.00%
36 RISK PARADIGM GROUP, LLC 390 12,285 0.00%
37 MYCIO WEALTH PARTNERS, LLC 409 13,000 0.00%
38 HOWE & RUSLING INC 459 14,000 0.00%
39 MUFG Americas Holdings Corp 450 14,000 0.00%
40 Live Your Vision, LLC 484 15,000 0.00%
41 Stevens First Principles Investment Advisors 500 16,000 0.00%
42 Stanford Investment Group, Inc. 500 16,000 0.00%
43 TAYLOR WEALTH MANAGEMENT PARTNERS 500 16,000 0.00%
44 Allworth Financial LP 540 17,000 0.00%
45 GROUP ONE TRADING LLC 587 18,000 0.00%
46 Index Management Solutions, LLC 577 18,000 0.00%
47 KANALY TRUST CO 569 18,000 0.00%
48 Horrell Capital Management, Inc. 583 18,000 0.00%
49 SUMMIT SECURITIES GROUP LLC 600 19,000 0.00%
50 FIRST INTERSTATE BANK 650 20,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.