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

Institutional Holders (2016Q3)
Portfolio Summary: 869 Institutional holders with a total value of $53,108,100,859.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Orion Porfolio Solutions, LLC 15 0 0.00%
2 Neuberger Berman Canada ULC 30 0 0.00% Put
3 WEALTHCARE ADVISORY PARTNERS LLC 2 0 0.00%
4 Ruggie Capital Group 6 0 0.00%
5 Cranbrook Wealth Management, LLC 18 1,000 0.00%
6 NEWFOUND RESEARCH LLC 30 1,000 0.00%
7 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 32 1,000 0.00%
8 AllSquare Wealth Management LLC 60 2,000 0.00%
9 Cupps Capital Management, LLC 76 2,000 0.00%
10 THOMPSON SIEGEL & WALMSLEY LLC 100 3,000 0.00%
11 M&T BANK CORP 10 3,000 0.00% Call
12 Lowe Wealth Advisors, LLC 100 3,000 0.00%
13 JAMES INVESTMENT RESEARCH, INC. 100 3,000 0.00%
14 SPHINX TRADING, LP 100 3,000 0.00%
15 DELPHI PRIVATE ADVISORS LLC 100 3,000 0.00%
16 St. Johns Investment Management Company, LLC 110 4,000 0.00%
17 HERNDON CAPITAL MANAGEMENT LLC 139 4,000 0.00%
18 WEALTHPLAN PARTNERS, LLC 160 5,126 0.00%
19 Live Your Vision, LLC 191 6,000 0.00%
20 ADVANTAGE INVESTMENT MANAGEMENT, LLC 181 6,000 0.00%
21 REILLY FINANCIAL ADVISORS, LLC 200 6,000 0.00%
22 PINKERTON WEALTH, LLC 216 7,000 0.00%
23 DUBUQUE BANK & TRUST CO 229 7,000 0.00%
24 Tarbox Family Office, Inc. 213 7,000 0.00%
25 MV CAPITAL MANAGEMENT, INC. 247 8,000 0.00%
26 WASHINGTON TRUST BANK 235 8,000 0.00%
27 WHITTIER TRUST CO OF NEVADA INC 293 9,000 0.00%
28 Tower Research Capital LLC (TRC) 290 9,000 0.00%
29 FARMERS & MERCHANTS INVESTMENTS INC 310 10,000 0.00%
30 Endurance Wealth Management, Inc. 300 10,000 0.00%
31 MYCIO WEALTH PARTNERS, LLC 300 10,000 0.00%
32 MARK SHEPTOFF FINANCIAL PLANNING, LLC 311 10,000 0.00%
33 SMITH ASSET MANAGEMENT GROUP LP 340 11,000 0.00%
34 CUTLER GROUP LLC / CA 15,400 11,000 0.00% Put
35 FIRST FINANCIAL CORP /IN/ 359 12,000 0.00%
36 RISK PARADIGM GROUP, LLC 400 12,824 0.00%
37 Winfield Associates, Inc. 395 13,000 0.00%
38 Alexandria Capital, LLC 400 13,000 0.00%
39 TCI Wealth Advisors, Inc. 421 13,000 0.00%
40 LEBENTHAL ASSET MANAGEMENT, LLC 408 13,000 0.00%
41 Vigilant Capital Management, LLC 408 13,000 0.00%
42 WESPAC ADVISORS SOCAL, LLC 420 13,465 0.00%
43 BRUDERMAN ASSET MANAGEMENT, LLC 447 14,000 0.00%
44 MUFG Americas Holdings Corp 450 14,000 0.00%
45 Stanford Investment Group, Inc. 500 16,000 0.00%
46 TAYLOR WEALTH MANAGEMENT PARTNERS 500 16,000 0.00%
47 Plante Moran Financial Advisors, LLC 542 17,000 0.00%
48 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 540 17,000 0.00%
49 Allworth Financial LP 540 17,000 0.00%
50 EDMOND DE ROTHSCHILD (SUISSE) S.A. 570 18,000 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.