MORGAN STANLEY (MLPY)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
6
Reporting holders
$18.0M
Reported value
1.1%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $17.6M | 4,255,386 | 0.00% | 14q | +4.9%+$827.6K |
| CIBC World Markets Inc. | $207.0K | options only | 0.00% | 4q | OPTIONS |
| TWO SIGMA SECURITIES, LLC | $104.0K | 25,066 | 0.01% | 3q | -23.6%-$32.2K |
| GWM Advisors LLC | $72.0K | 17,321 | 0.00% | 4q | -23.2%-$21.8K |
| ADVISOR GROUP HOLDINGS, INC. | $12.0K | 3,021 | 0.00% | 5q | +0.7% |
| UBS Group AG | $2.0K | 495 | 0.00% | 3q | -55.0%-$2.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2021 | 6 | $18.0M | 4,301,289 | 0 | 2 | 3 | 1.1% |
| Q4 2020 | 6 | $14.0M | 4,114,879 | 0 | 2 | 2 | 1.2% |
| Q3 2020 | 7 | $10.1M | 3,780,758 | 3 | 1 | 0 | 1.3% |
| Q2 2020 | 4 | $11.4M | 3,710,783 | 2 | 0 | 2 | 6.3% |
| Q1 2020 | 2 | $7.2M | 3,741,539 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 6 | $16.9M | 3,255,977 | 0 | 0 | 2 | 0.0% |
| Q3 2019 | 5 | $18.3M | 3,282,728 | 0 | 0 | 3 | 0.0% |
| Q2 2019 | 6 | $19.8M | 3,308,573 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 7 | $20.6M | 3,321,781 | 0 | 3 | 3 | 0.0% |
| Q4 2018 | 12 | $18.2M | 3,331,721 | 1 | 1 | 0 | 0.0% |