| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Laffer Tengler Investments, Inc. | 21 | 3 | 0.03% | 0.11% | 0.25% | Q1 2015 | Q1 2021 | 24 |
| Oxbow Advisors, LLC | 18 | 5 | 0.62% | 0.88% | 1.35% | Q1 2014 | Q3 2022 | 23 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 20 | 20 | 0.11% | 0.13% | 0.16% | Q2 2014 | Q1 2019 | 20 |
| EVERETT HARRIS & CO /CA/ | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
| HANCOCK WHITNEY CORP | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2017 | 14 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 14 |
| Edge Wealth Management LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2020 | 8 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
| Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
| MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2015 | 4 |
| Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
| Crow Point Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q2 2014 | 2 |
| MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
| Connectus Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
| Welch Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Smith Affiliated Capital Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
| AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own MORGAN STANLEY or have owned MORGAN STANLEY in the past.