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About 1.78% of MS-PK shares are held by financial institutions. PNC FINANCIAL SERVICES GROUP, INC. is the top corporate investor, holding 290 shares valued at $6.78K. A 0% stake in Morgan Stanley is owned by the company. WHALEROCK POINT PARTNERS, LLC owns 20.35K shares valued at $475.58K, which translates its holding of 0% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 290 | 6.78K | -80 | -21.62% |
| Mar 31, 2026 | WHALEROCK POINT PARTNERS, LLC | 0% | 20.35K | 475.58K | 0 | 0 |
| Mar 31, 2026 | FIRST COMMAND ADVISORY SERVICES, INC. | 0% | 278 | 6.6K | 278 | +100.00% |
| Mar 31, 2026 | NBC SECURITIES, INC. | 0% | 0 | - | -11.55K | -100.00% |
| Mar 31, 2026 | GOLDEN STATE EQUITY PARTNERS | 0% | 25 | 584 | 25 | +100.00% |
| Dec 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 370 | 9.07K | -97 | -20.77% |
| Dec 31, 2025 | NBC SECURITIES, INC. | 0% | 11.55K | 283.26K | -3.26K | -21.99% |
| Dec 31, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 0 | - | -9.21K | -100.00% |
| Dec 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 20.35K | 498.98K | 20.35K | +100.00% |
| Dec 31, 2025 | ORG PARTNERS LLC | 0% | 25 | 613 | 0 | 0 |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 467 | 11.44K | -45 | -8.79% |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0% | 14.81K | 362.67K | 0 | 0 |
| Sep 30, 2025 | ORG PARTNERS LLC | 0% | 25 | 612 | 0 | 0 |
| Sep 30, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 9.21K | 225.6K | 9.21K | +100.00% |
| Sep 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 0 | - | -20.35K | -100.00% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0.09% | 14.81K | 346K | 14.81K | +100.00% |
| Jun 30, 2025 | 0% | 0 | - | -8.25K | -100.00% | |
| Jun 30, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 0 | - | -200 | -100.00% |
| Jun 30, 2025 | WHALEROCK POINT PARTNERS, LLC | 0.13% | 20.35K | 476.19K | 0 | 0 |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 25 | 594 | 0 | 0 |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 512 | 11.98K | -186 | -26.65% |
| Jun 30, 2025 | VERMILLION WEALTH MANAGEMENT, INC. | 0% | 0 | - | -8.25K | -100.00% |
| Mar 31, 2025 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0% | 200 | 4.75K | 200 | +100.00% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 698 | 16.58K | -37 | -5.03% |
| Mar 31, 2025 | 0% | 8.25K | 195.89K | 8.25K | +100.00% | |
| Mar 31, 2025 | ORG PARTNERS LLC | 0% | 25 | 595 | 0 | 0 |
| Mar 31, 2025 | WHALEROCK POINT PARTNERS, LLC | 0% | 20.35K | 483.31K | 0 | 0 |
| Mar 31, 2024 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 0% | 0 | - | -600 | -100.00% |
| Mar 31, 2024 | WHALEROCK POINT PARTNERS, LLC | 0% | 19.35K | 483.56K | 19.35K | +100.00% |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 20 | 500K | 20 | +100.00% |
| Mar 31, 2024 | ORG PARTNERS LLC | 0% | 25 | 624K | 25 | +100.00% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 582 | 14.54K | -18 | -3.00% |
| Dec 31, 2023 | BARTLETT & CO. LLC | 0% | 600 | 15K | 0 | 0 |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 600 | 14.53K | 34 | +6.01% |
| Dec 31, 2023 | 0% | 600 | 14.75K | 0 | 0 | |
| Dec 31, 2023 | ORG PARTNERS LLC | 0% | 0 | - | -25 | -100.00% |
Among the MS-PK 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-PK 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 | 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 | AKRAM RAJA | SALE | 92.00 | 13.5K | 1.24M | 82.98K |
| Jul 19, 2023 | GORMAN JAMES P | SALE | 93.58 | 500 | 46.79K | 1.14M |
| 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 | SIMKOWITZ DANIEL A | SALE | 97.72 | 5.67K | 554.27K | 348.53K |
| 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 | GORMAN JAMES P | SALE | 97.62 | 34.67K | 3.38M | 1.11M |
| Jan 18, 2023 | AKRAM RAJA | SALE | 97.00 | 5.1K | 494.7K | 118.56K |
| 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 |