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Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 24.06% of MS-PE shares are held by financial institutions. GOLDEN STATE EQUITY PARTNERS is the top corporate investor, holding 0 shares valued at -. A 0% stake in Morgan Stanley is owned by the company. PNC FINANCIAL SERVICES GROUP, INC. owns 391 shares valued at $9.86K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | GOLDEN STATE EQUITY PARTNERS | 0% | 0 | - | -47 | -100.00% |
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 391 | 9.86K | 0 | 0 |
| Jun 30, 2026 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 1.5K | 37.74K | 1.5K | +100.00% |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 391 | 9.84K | 0 | 0 |
| Mar 31, 2026 | NBC SECURITIES, INC. | 0% | 0 | - | -1.03K | -100.00% |
| Mar 31, 2026 | GOLDEN STATE EQUITY PARTNERS | 0% | 47 | 1.18K | 47 | +100.00% |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 1.03K | 25.96K | 0 | 0 |
| Dec 31, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 0 | - | -1.42K | -100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 391 | 9.87K | -123 | -23.93% |
| Dec 31, 2025 | ORG PARTNERS LLC | 0% | 2.55K | 64.31K | 0 | 0 |
| Sep 30, 2025 | ORG PARTNERS LLC | 0% | 2.55K | 64.72K | -2K | -43.99% |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 1.03K | 26.12K | 0 | 0 |
| Sep 30, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 1.42K | 36.08K | 1.42K | +100.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 514 | 13.06K | -51 | -9.03% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0.01% | 1.03K | 25K | 1.03K | +100.00% |
| Jun 30, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0% | 0 | - | -45 | -100.00% |
| Jun 30, 2025 | 0% | 0 | - | -1.37K | -100.00% | |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 565 | 14.26K | -176 | -23.75% |
| Jun 30, 2025 | FINANCIAL GRAVITY COMPANIES, INC. | 0% | 132 | 3.33K | 132 | +100.00% |
| Jun 30, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 0 | - | -1.37K | -100.00% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0.03% | 4.55K | 115.49K | 0 | 0 |
| Mar 31, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0% | 45 | 1.15K | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 741 | 18.61K | -52 | -6.56% |
| Mar 31, 2025 | ORG PARTNERS LLC | 0% | 4.55K | 114.95K | 1K | +28.19% |
| Mar 31, 2025 | 0% | 1.37K | 34.44K | 1.37K | +100.00% | |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 907 | 22.9K | -9 | -0.98% |
| Mar 31, 2024 | ORG PARTNERS LLC | 0% | 47 | 1.19M | 47 | +100.00% |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 70 | 1.77M | 70 | +100.00% |
| Mar 31, 2024 | OPEROSE ADVISORS LLC | 0% | 295 | 7.45K | 295 | +100.00% |
| Dec 31, 2023 | ORG PARTNERS LLC | 0% | 0 | - | -47 | -100.00% |
| Dec 31, 2023 | OPEROSE ADVISORS LLC | 0% | 0 | - | -295 | -100.00% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 916 | 22.98K | 132 | +16.84% |
| Sep 30, 2023 | ORG PARTNERS LLC | 0% | 47 | 1.21K | 47 | +100.00% |
| Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 784 | 20.12K | -20 | -2.49% |
| Sep 30, 2023 | OPEROSE ADVISORS LLC | 0% | 295 | 7.57K | 295 | +100.00% |
| Sep 30, 2023 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -800 | -100.00% |
Among the MS-PE insiders holding of N/A of the stake in company, GORMAN JAMES P, Chairman and CEO, holds the largest shares of 1.01M. PICK EDWARD N, Co-President/Head of IS, is the second largest MS-PE insider with ownership of 604.85K shares. SAPERSTEIN ANDREW M, Co-President, stands third with possession of 323.49K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| GORMAN JAMES P | Chairman and CEO | 1.01M |
| PICK EDWARD N | Co-President/Head of IS | 604.85K |
| SAPERSTEIN ANDREW M | Co-President | 323.49K |
| SIMKOWITZ DANIEL A | Head of Investment Management | 319.04K |
| HOTSUKI KEISHI | Chief Risk Officer | 256.79K |
| PRUZAN JONATHAN | Chief Financial Officer | 253.48K |
| GROSSMAN ERIC F | Chief Legal/Admin Officer | 235.23K |
| ROONEY ROBERT P | Head of Tech/Ops/Resilience | 230.9K |
| LUCZO STEPHEN J | director | 179.45K |
| BRODSKY JEFFREY S | Chief Human Resources Officer | 150.1K |
| SMITH CHARLES AUBREY III | Chief Risk Officer | 136.51K |
| GLOCER THOMAS H | director | 98.11K |
| AKRAM RAJA | Deputy Chief Financial Officer | 97.63K |
| CRAWLEY MANDELL | Chief Human Resources Officer | 42.17K |
| DARLING ALISTAIR | director | 34.47K |
| OLAYAN HUTHAM S | director | 28.13K |
| YESHAYA SHARON | Chief Financial Officer | 24.9K |
| MITSUBISHI UFJ FINANCIAL GROUP INC | 10 percent owner | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jan 19, 2024 | SAPERSTEIN ANDREW M | SALE | 84.13 | 10K | 841.34K | 323.49K |
| Jan 18, 2024 | AKRAM RAJA | SALE | 83.56 | 7K | 584.93K | 97.63K |
| Jul 24, 2023 | PICK EDWARD N | SALE | 94.33 | 100K | 9.43M | 604.85K |
| Jul 24, 2023 | GORMAN JAMES P | SALE | 95.19 | 125K | 11.9M | 1.01M |
| Jul 20, 2023 | SIMKOWITZ DANIEL A | SALE | 93.78 | 37.61K | 3.53M | 319.04K |
| Jul 19, 2023 | SAPERSTEIN ANDREW M | SALE | 93.09 | 39.25K | 3.65M | 193.71K |
| Jul 19, 2023 | SMITH CHARLES AUBREY III | SALE | 92.41 | 5.6K | 517.52K | 136.51K |
| Jul 19, 2023 | GORMAN JAMES P | SALE | 93.58 | 500 | 46.79K | 1.14M |
| Jul 19, 2023 | AKRAM RAJA | SALE | 92.00 | 13.5K | 1.24M | 82.98K |
| May 15, 2023 | AKRAM RAJA | SALE | 82.95 | 7.32K | 607.2K | 96.48K |
| May 03, 2023 | GLOCER THOMAS H | SALE | 87.11 | 4.54K | 395.02K | 98.11K |
| Feb 13, 2023 | SAPERSTEIN ANDREW M | SALE | 98.45 | 46.23K | 4.55M | 0 |
| Jan 31, 2023 | SIMKOWITZ DANIEL A | SALE | 96.54 | 8.08K | 779.73K | 315.32K |
| Jan 30, 2023 | SIMKOWITZ DANIEL A | SALE | 96.20 | 15.13K | 1.46M | 323.4K |
| Jan 25, 2023 | DARLING ALISTAIR | SALE | 94.70 | 2K | 189.41K | 34.47K |
| Jan 19, 2023 | CRAWLEY MANDELL | SALE | 93.75 | 3.74K | 350.63K | 42.17K |
| Jan 18, 2023 | PICK EDWARD N | SALE | 97.62 | 25.25K | 2.46M | 639.97K |
| Jan 18, 2023 | GROSSMAN ERIC F | SALE | 97.11 | 120K | 11.65M | 235.23K |
| Jan 18, 2023 | AKRAM RAJA | SALE | 97.00 | 5.1K | 494.7K | 118.56K |
| Jan 18, 2023 | GORMAN JAMES P | SALE | 97.62 | 34.67K | 3.38M | 1.11M |
| Jan 18, 2023 | SIMKOWITZ DANIEL A | SALE | 97.72 | 5.67K | 554.27K | 348.53K |
| May 12, 2022 | LUCZO STEPHEN J | PURCHASE | 79.30 | 25K | 1.98M | 179.45K |
| Jul 21, 2021 | YESHAYA SHARON | SALE | 95.64 | 2.5K | 239.1K | 24.9K |
| Jul 16, 2021 | SAPERSTEIN ANDREW M | SALE | 92.97 | 11.47K | 1.07M | 173.08K |
| Apr 19, 2021 | SIMKOWITZ DANIEL A | SALE | 80.06 | 73.16K | 5.86M | 267.92K |
| Feb 16, 2021 | HOTSUKI KEISHI | SALE | 76.25 | 22.75K | 1.73M | 256.79K |
| Feb 09, 2021 | ROONEY ROBERT P | SALE | 74.36 | 15.17K | 1.13M | 230.9K |
| Jan 22, 2021 | GORMAN JAMES P | SALE | 73.59 | 3.03K | 222.6K | 1.02M |
| Jan 22, 2021 | SAPERSTEIN ANDREW M | SALE | 72.55 | 19.83K | 1.44M | 156.24K |
| Jan 22, 2021 | PRUZAN JONATHAN | SALE | 74.53 | 18.88K | 1.41M | 253.48K |
| Jan 21, 2021 | GROSSMAN ERIC F | SALE | 74.74 | 29K | 2.17M | 264.66K |
| Jan 21, 2021 | PICK EDWARD N | SALE | 75.72 | 1.3K | 98.43K | 522.9K |
| Jan 21, 2021 | BRODSKY JEFFREY S | SALE | 74.57 | 18.5K | 1.38M | 150.1K |
| Jan 21, 2021 | SAPERSTEIN ANDREW M | SALE | 74.01 | 10.22K | 756.25K | 176.07K |
| Nov 12, 2020 | OLAYAN HUTHAM S | PURCHASE | 55.40 | 25K | 1.39M | 28.13K |
| Oct 19, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 0.96 | 1.02M | 980.53K | 0 |
| Jun 24, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 46.95 | 0 | 17.98 | 377.08M |
| May 29, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 44.20 | 0 | 0.18 | 377.08M |
| May 15, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 37.28 | 0 | 7.75 | 377.08M |
| May 07, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 38.84 | 0 | 0.04 | 377.08M |
| Apr 27, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 38.55 | 0 | 11.95 | 377.08M |
| Apr 17, 2020 | LUCZO STEPHEN J | PURCHASE | 38.59 | 29K | 1.12M | 154.45K |
| Apr 09, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 41.28 | 0 | - | 377.08M |
| Mar 30, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 34.84 | 2 | 80.62 | 377.08M |
| Mar 26, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 35.44 | 0 | 0.04 | 377.08M |
| Mar 11, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 38.78 | 0 | 0.04 | 381.65M |
| Feb 27, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 46.25 | 0 | 0.23 | 381.65M |
| Feb 26, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 47.23 | 0 | 0.09 | 381.65M |
| Feb 19, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 56.32 | 0 | 0.06 | 381.65M |
| Feb 06, 2020 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 54.95 | 1.5K | 82.17K | 381.65M |
| Dec 26, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 51.10 | 0 | 0.1 | 382.56M |
| Nov 26, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 49.41 | 0 | 0.4 | 387.25M |
| Nov 19, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 49.37 | 0 | 0.49 | 387.25M |
| Nov 08, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 49.15 | 0 | 0.44 | 387.25M |
| Oct 29, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 46.82 | 0 | 0.09 | 387.25M |
| Sep 26, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 42.61 | 0 | 0.13 | 388.38M |
| Sep 20, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 43.68 | 0 | 0.44 | 396.3M |
| Sep 06, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 42.18 | 0 | 3.42 | 396.3M |
| Sep 03, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 40.73 | 0 | 0.08 | 396.3M |
| Aug 27, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 39.80 | 0 | 0.2 | 396.3M |
| Aug 13, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 40.69 | 0 | 0.49 | 396.3M |
| Aug 02, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 42.12 | 75 | 3.17K | 396.3M |
| Jul 17, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 43.84 | 0 | 0.04 | 397.85M |
| May 28, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 42.17 | 0 | 0.34 | 403.97M |
| May 14, 2019 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 44.34 | 1.43K | 63.37K | 403.97M |
| May 15, 2018 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 54.84 | 0 | 0.66 | 431.28M |
| Apr 03, 2018 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 53.06 | 743 | 39.44K | 432.02M |
| Mar 12, 2018 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 58.91 | 0 | 1.06 | 432.02M |
| Jan 16, 2018 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 54.52 | 177 | 9.63K | 432.02M |
| Dec 01, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 51.86 | 167 | 8.66K | 432.02M |
| Nov 30, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 51.61 | 0 | 5.37 | 432.02M |
| Oct 13, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 48.24 | 176 | 8.47K | 432.02M |
| Oct 09, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 49.38 | 0 | 0.89 | 432.02M |
| Sep 19, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 47.74 | 2.12K | 101.32K | 432.02M |
| Sep 12, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 45.75 | 0 | 0.69 | 432.02M |
| May 31, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 41.74 | 0 | 9.93 | 432.02M |
| May 10, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 43.10 | 0 | 0.3 | 432.02M |
| Apr 18, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 41.21 | 0 | 0.37 | 432.02M |
| Jan 13, 2017 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 44.28 | 0 | 2.75 | 432.02M |
| Dec 07, 2016 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 42.64 | 0 | 0.73 | 432.02M |
| Nov 30, 2016 | MITSUBISHI UFJ FINANCIAL GROUP INC | SALE | 41.35 | 0 | 3.14 | 432.02M |
| Nov 08, 2016 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 34.10 | 0 | 1.98 | 432.02M |
| Oct 24, 2016 | MITSUBISHI UFJ FINANCIAL GROUP INC | PURCHASE | 33.49 | 0 | 1.78 | 432.02M |