Institutional Owners for MS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
COVINGTON CAPITAL MANAGEMENT COM NEW 2001 $243,000 3,196 0.01 0.01 -19 -0.59 06-30-2022
WIMMER ASSOCIATES 1 LLC COM NEW 2002 $260,364 3,188 0.00 0.00 0 0.00 09-30-2023
CAPSTONE FINANCIAL ADVISORS INC COM NEW Liquidated $0 0 0.00 0.00 -189 -5.60 12-31-2023
NAVIS WEALTH ADVISORS LLC COM NEW 2004 $297,922 3,164 0.00 0.00 143 4.73 03-31-2024
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