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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 0.87% of MS-PF shares are held by financial institutions. PNC FINANCIAL SERVICES GROUP, INC. is the top corporate investor, holding 273 shares valued at $6.85K. A 0% stake in Morgan Stanley is owned by the company. GOLDEN STATE EQUITY PARTNERS owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 273 | 6.85K | -4 | -1.44% |
| Jun 30, 2026 | GOLDEN STATE EQUITY PARTNERS | 0% | 0 | - | -9.6K | -100.00% |
| Jun 30, 2026 | FIRST COMMAND ADVISORY SERVICES, INC. | 0% | 72 | 1.84K | -68 | -48.57% |
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 277 | 6.94K | -85 | -23.48% |
| Mar 31, 2026 | GOLDEN STATE EQUITY PARTNERS | 0% | 9.6K | 240.47K | 9.6K | +100.00% |
| Mar 31, 2026 | NBC SECURITIES, INC. | 0% | 0 | - | -9 | -100.00% |
| Mar 31, 2026 | FIRST COMMAND ADVISORY SERVICES, INC. | 0% | 140 | 3.57K | 140 | +100.00% |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 9 | 225 | -1 | -10.00% |
| Dec 31, 2025 | ORG PARTNERS LLC | 0% | 20 | 502 | 0 | 0 |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 362 | 9.09K | -91 | -20.09% |
| Sep 30, 2025 | ORG PARTNERS LLC | 0% | 20 | 503 | 0 | 0 |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 10 | 251 | 10 | +100.00% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 453 | 11.39K | -38 | -7.74% |
| Jun 30, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0% | 0 | - | -61 | -100.00% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 20 | 504 | 0 | 0 |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 491 | 12.34K | -178 | -26.61% |
| Mar 31, 2025 | STUDIO INVESTMENT MANAGEMENT LLC | 0% | 61 | 1.56K | 0 | 0 |
| Mar 31, 2025 | ORG PARTNERS LLC | 0% | 20 | 502 | 0 | 0 |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 669 | 16.81K | -39 | -5.51% |
| Mar 31, 2024 | IAT REINSURANCE CO LTD. | 0% | 0 | - | -100K | -100.00% |
| Mar 31, 2024 | ORG PARTNERS LLC | 0% | 20 | 504K | 20 | +100.00% |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 73 | 1.84M | 73 | +100.00% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 674 | 16.96K | -18 | -2.60% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 692 | 17.31K | 95 | +15.91% |
| Dec 31, 2023 | ORG PARTNERS LLC | 0% | 0 | - | -20 | -100.00% |
| Dec 31, 2023 | IAT REINSURANCE CO LTD. | 0.01% | 100K | 2.5M | 100K | +100.00% |
| Sep 30, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 597 | 14.93K | 0 | 0 |
| Sep 30, 2023 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -1.6K | -100.00% |
| Sep 30, 2023 | ORG PARTNERS LLC | 0% | 20 | 500 | 20 | +100.00% |
Among the MS-PF insiders holding of N/A of the stake in company, PERELLA JOSEPH R, Business Unit Head, holds the largest shares of 1.55M. GORMAN JAMES P, Chairman and CEO, is the second largest MS-PF insider with ownership of 1.01M shares. SHEAR NEAL A, Business Unit Head, stands third with possession of 723.21K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| PERELLA JOSEPH R | Business Unit Head | 1.55M |
| GORMAN JAMES P | Chairman and CEO | 1.01M |
| SHEAR NEAL A | Business Unit Head | 723.21K |
| ABDEL-MEGUID TAREK F | Business Unit Head | 656.84K |
| PICK EDWARD N | Co-President/Head of IS | 604.85K |
| NELMS DAVID W | Business Unit Head | 448.23K |
| SAPERSTEIN ANDREW M | Co-President | 323.49K |
| SIMKOWITZ DANIEL A | Head of Investment Management | 319.04K |
| MURRAY EILEEN K | Head of Global Ops/Tech | 250.44K |
| GROSSMAN ERIC F | Chief Legal/Admin Officer | 235.23K |
| HOCHSCHILD ROGER C | Business Unit Head | 160.43K |
| 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 |
| 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 | GORMAN JAMES P | SALE | 95.19 | 125K | 11.9M | 1.01M |
| Jul 24, 2023 | PICK EDWARD N | SALE | 94.33 | 100K | 9.43M | 604.85K |
| Jul 20, 2023 | SIMKOWITZ DANIEL A | SALE | 93.78 | 37.61K | 3.53M | 319.04K |
| Jul 19, 2023 | GORMAN JAMES P | SALE | 93.58 | 500 | 46.79K | 1.14M |
| Jul 19, 2023 | SMITH CHARLES AUBREY III | SALE | 92.41 | 5.6K | 517.52K | 136.51K |
| Jul 19, 2023 | AKRAM RAJA | SALE | 92.00 | 13.5K | 1.24M | 82.98K |
| Jul 19, 2023 | SAPERSTEIN ANDREW M | SALE | 93.09 | 39.25K | 3.65M | 193.71K |
| 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 | AKRAM RAJA | SALE | 97.00 | 5.1K | 494.7K | 118.56K |
| Jan 18, 2023 | SIMKOWITZ DANIEL A | SALE | 97.72 | 5.67K | 554.27K | 348.53K |
| Jan 18, 2023 | GROSSMAN ERIC F | SALE | 97.11 | 120K | 11.65M | 235.23K |
| Jan 18, 2023 | GORMAN JAMES P | SALE | 97.62 | 34.67K | 3.38M | 1.11M |
| Apr 13, 2007 | MURRAY EILEEN K | PURCHASE | 80.24 | 400 | 32.1K | 250.44K |
| Apr 03, 2007 | MURRAY EILEEN K | SALE | 80.20 | 10K | 802K | 250.04K |
| Oct 12, 2006 | HOCHSCHILD ROGER C | SALE | 75.15 | 19.95K | 1.5M | 160.43K |
| Oct 04, 2006 | NELMS DAVID W | SALE | 73.00 | 14.9K | 1.09M | 448.23K |
| Oct 02, 2006 | HOCHSCHILD ROGER C | SALE | 73.05 | 4.7K | 343.63K | 160.43K |
| Dec 23, 2005 | SHEAR NEAL A | SALE | 58.49 | 3.08K | 180.03K | 723.21K |
| Oct 10, 2005 | NELMS DAVID W | SALE | 53.60 | 12.8K | 686.08K | 379.9K |
| Mar 31, 2005 | ABDEL-MEGUID TAREK F | SALE | 57.00 | 40K | 2.28M | 656.84K |
| Mar 22, 2005 | ABDEL-MEGUID TAREK F | SALE | 57.22 | 5K | 286.1K | 714.5K |
| Jan 04, 2005 | PERELLA JOSEPH R | SALE | 54.90 | 28K | 1.54M | 1.55M |