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

Institutional Holders (2016Q4)
Portfolio Summary: 979 Institutional holders with a total value of $71,571,006,613.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BB&T INVESTMENT SERVICES, INC. 4 0 0.00%
2 PACIFIC CENTER FOR FINANCIAL SERVICES 4 0 0.00%
3 Ruggie Capital Group 6 0 0.00%
4 WEALTHCARE ADVISORY PARTNERS LLC 2 0 0.00%
5 Bluefin Trading, LLC 44,100 0 0.00% Put
6 WELLS FARGO & COMPANY/MN 24,600 0 0.00% Put
7 Concert Wealth Management Inc. 200 0 0.00% Call
8 Cranbrook Wealth Management, LLC 18 1,000 0.00%
9 ClariVest Asset Management LLC 33 1,000 0.00%
10 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 39 1,000 0.00%
11 NEWFOUND RESEARCH LLC 29 1,000 0.00%
12 FNY PARTNERS FUND LP 50 2,000 0.00%
13 CREATIVE FINANCIAL DESIGNS INC /ADV 50 2,000 0.00%
14 FINANCIAL ADVISORS NETWORK, INC. 54 2,357 0.00%
15 Cypress Capital Management LLC (WY) 60 2,612 0.00%
16 AllSquare Wealth Management LLC 60 3,000 0.00%
17 Avior Wealth Management, LLC 99 4,000 0.00%
18 Lowe Wealth Advisors, LLC 100 4,000 0.00%
19 SPHINX TRADING, LP 100 4,000 0.00%
20 CLEAR PERSPECTIVE ADVISORS, LLC 100 4,000 0.00%
21 CUTLER GROUP LLC / CA 38,500 4,000 0.00% Put
22 DELPHI PRIVATE ADVISORS LLC 100 4,000 0.00%
23 JAMES INVESTMENT RESEARCH, INC. 100 4,000 0.00%
24 CWM, LLC 100 4,000 0.00%
25 Ironwood Financial, llc 128 5,000 0.00%
26 Glassman Wealth Services 112 5,000 0.00%
27 St. Johns Investment Management Company, LLC 110 5,000 0.00%
28 FIRST PREMIER BANK 156 7,000 0.00%
29 Live Your Vision, LLC 191 8,000 0.00%
30 REILLY FINANCIAL ADVISORS, LLC 200 8,000 0.00%
31 GLEN EAGLE ADVISORS, LLC 200 8,450 0.00%
32 WASHINGTON TRUST BANK 211 9,000 0.00%
33 Tarbox Family Office, Inc. 217 9,000 0.00%
34 PINKERTON WEALTH, LLC 213 9,000 0.00%
35 THOMPSON SIEGEL & WALMSLEY LLC 225 10,000 0.00%
36 MV CAPITAL MANAGEMENT, INC. 247 10,000 0.00%
37 PERENNIAL ADVISORS, LLC 250 11,000 0.00%
38 Jolley Asset Management, LLC 250 11,000 0.00%
39 WHITTIER TRUST CO OF NEVADA INC 293 12,000 0.00%
40 Jump Trading, LLC 276 12,000 0.00%
41 M&T BANK CORP 15 12,000 0.00% Call
42 Endurance Wealth Management, Inc. 300 13,000 0.00%
43 AUA CAPITAL MANAGEMENT, LLC 310 13,000 0.00%
44 FARMERS & MERCHANTS INVESTMENTS INC 310 13,000 0.00%
45 NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC 307 13,712 0.00%
46 Capital Analysts, LLC 322 14,000 0.00%
47 FIRST FINANCIAL CORP /IN/ 359 15,000 0.00%
48 Vantage Investment Advisors, LLC 350 15,000 0.00%
49 RISK PARADIGM GROUP, LLC 400 16,900 0.00%
50 Vigilant Capital Management, LLC 408 17,000 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.