Morgan Stanley Ownership

MS Stock  USD 116.14  0.71  0.61%   
Morgan Stanley maintains a total of 1.61 Billion outstanding shares. Over half of Morgan Stanley's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. On September 6, 2024, Representative John James of US Congress acquired under $15k worth of Morgan Stanley's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
1.6 B
Current Value
1.6 B
Avarage Shares Outstanding
1.7 B
Quarterly Volatility
213.6 M
 
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Covid
Some institutional investors establish a significant position in stocks such as Morgan Stanley in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Morgan Stanley, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Morgan Stanley's Dividends Paid is comparatively stable compared to the past year. Dividend Yield is likely to gain to 0.04 in 2024, despite the fact that Dividend Paid And Capex Coverage Ratio is likely to grow to (3.47). Net Income Applicable To Common Shares is likely to gain to about 12.7 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.2 B in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morgan Stanley. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
For more information on how to buy Morgan Stock please use our How to Invest in Morgan Stanley guide.

Morgan Stock Ownership Analysis

About 24.0% of the company outstanding shares are owned by corporate insiders. The book value of Morgan Stanley was now reported as 56.8. The company recorded earning per share (EPS) of 6.58. Morgan Stanley last dividend was issued on the 31st of October 2024. The entity had 2:1 split on the 27th of January 2000. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. Morgan Stanley was founded in 1924 and is headquartered in New York, New York. Morgan Stanley operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 82000 people. To find out more about Morgan Stanley contact James Gorman at 212 761 4000 or learn more at https://www.morganstanley.com.
Besides selling stocks to institutional investors, Morgan Stanley also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Morgan Stanley's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Morgan Stanley's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Morgan Stanley Quarterly Liabilities And Stockholders Equity

1.21 Trillion

Morgan Stanley Insider Trades History

About 24.0% of Morgan Stanley are currently held by insiders. Unlike Morgan Stanley's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Morgan Stanley's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Morgan Stanley's insider trades
 
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Morgan Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Morgan Stanley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morgan Stanley backward and forwards among themselves. Morgan Stanley's institutional investor refers to the entity that pools money to purchase Morgan Stanley's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Massachusetts Financial Services Company2024-06-30
19.5 M
Norges Bank2024-06-30
14.3 M
Goldman Sachs Group Inc2024-06-30
13.7 M
Ameriprise Financial Inc2024-06-30
13 M
Bank Of New York Mellon Corp2024-06-30
12.9 M
T. Rowe Price Associates, Inc.2024-06-30
12.6 M
Morgan Stanley - Brokerage Accounts2024-06-30
12.1 M
Northern Trust Corp2024-06-30
12 M
Charles Schwab Investment Management Inc2024-06-30
11 M
Mitsubishi Ufj Financial Group Inc Junk2024-06-30
377.1 M
State Street Corp2024-06-30
110.3 M
Note, although Morgan Stanley's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Morgan Stanley Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morgan Stanley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morgan Stanley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morgan Stanley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Morgan Stanley's latest congressional trading

Congressional trading in companies like Morgan Stanley, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Morgan Stanley by those in governmental positions are based on the same information available to the general public.
2024-09-06Representative John JamesAcquired Under $15KVerify
2024-09-02Representative John JamesAcquired Under $15KVerify
2024-04-05Representative Ro KhannaAcquired $15K to $50KVerify
2023-07-14Representative Michael Patrick GuestAcquired Under $15KVerify
2022-11-02Representative Michael C BurgessAcquired $15K to $50KVerify

Morgan Stanley Outstanding Bonds

Morgan Stanley issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morgan Stanley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morgan bonds can be classified according to their maturity, which is the date when Morgan Stanley has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Morgan Stanley Corporate Filings

FWP
1st of November 2024
A written communication used by offering participants to offer securities to the public or to solicit securities transactions.
ViewVerify
29th of October 2024
Prospectus used primarily for registering securities for public sale.
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Additional Tools for Morgan Stock Analysis

When running Morgan Stanley's price analysis, check to measure Morgan Stanley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morgan Stanley is operating at the current time. Most of Morgan Stanley's value examination focuses on studying past and present price action to predict the probability of Morgan Stanley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morgan Stanley's price. Additionally, you may evaluate how the addition of Morgan Stanley to your portfolios can decrease your overall portfolio volatility.