Institutional Owners for MS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SMITH GROUP ASSET MANAGEMENT LLC | Common Stock - Long | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -5.38 | 12-31-2023 |
| WELLINGTON SHIELDS & CO LLC | Stock | 2502 | $58,944 | 626 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LFA - LUGANO FINANCIAL ADVISORS SA | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIFESTEPS FINANCIAL INC | Stock | 2504 | $58,473 | 621 | 0.00 | 621 | +Inf | 03-31-2024 |
