Glass Wealth Management Co LLC Has $5.32 Million Stock Holdings in Morgan Stanley $MS

Posted by Brian Himes on May 12th, 2026

Glass Wealth Management Co LLC grew its position in Morgan Stanley (NYSE:MS – Free Report) by 9.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 29,969 shares of the financial services provider’s stock after purchasing an additional 2,643 shares during the period. Morgan Stanley comprises about 2.2% of Glass Wealth Management Co LLC’s portfolio, making the stock its 14th largest position. Glass Wealth Management Co LLC’s holdings in Morgan Stanley were worth $5,320,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in MS. Olistico Wealth LLC acquired a new stake in shares of Morgan Stanley during the fourth quarter worth $27,000. Lodestone Wealth Management LLC acquired a new stake in shares of Morgan Stanley during the fourth quarter worth $28,000. WFA of San Diego LLC acquired a new stake in shares of Morgan Stanley during the second quarter worth $28,000. Greykasell Wealth Strategies Inc. raised its holdings in shares of Morgan Stanley by 65.2% during the third quarter. Greykasell Wealth Strategies Inc. now owns 185 shares of the financial services provider’s stock worth $29,000 after acquiring an additional 73 shares during the period. Finally, Nvest Wealth Strategies Inc. acquired a new stake in shares of Morgan Stanley during the fourth quarter worth $31,000. 84.19% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on MS shares. BNP Paribas Exane raised their price objective on shares of Morgan Stanley from $195.00 to $205.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. JPMorgan Chase & Co. raised their price objective on shares of Morgan Stanley from $173.00 to $179.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Argus raised their price objective on shares of Morgan Stanley from $210.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Daiwa Securities Group raised their price objective on shares of Morgan Stanley from $175.00 to $198.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. Finally, Citizens Jmp restated a “market perform” rating on shares of Morgan Stanley in a report on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $206.26.

View Our Latest Research Report on Morgan Stanley

Trending Headlines about Morgan Stanley

Here are the key news stories impacting Morgan Stanley this week:

Positive Sentiment: Morgan Stanley was highlighted in multiple pieces as a supportive analyst name, with recent coverage noting a “moderate buy” consensus and a dividend-focused bull case for the stock. That can help reinforce investor confidence in MS as a quality financial name.
Positive Sentiment: The firm is expanding into lower-fee crypto trading for retail investors, offering Bitcoin, Ether, and Solana at competitive prices. That move could be viewed as a growth initiative that broadens Morgan Stanley’s appeal to younger and more active clients. Will Lower Crypto Fees Help Morgan Stanley Win Retail Investors?
Neutral Sentiment: Morgan Stanley’s macro team said Tuesday’s CPI report could come in “spicier” than expected, keeping inflation and Federal Reserve expectations in focus. That’s more of a market-wide trading catalyst than a direct MS fundamental driver. Morgan Stanley Sees ‘Spicier’ CPI as Inflation Week Kicks Off
Neutral Sentiment: Other recent Morgan Stanley commentary focused on oil-market risks from a possible Strait of Hormuz disruption, which may affect broader risk sentiment and rates/commodity expectations, but does not directly change MS’s operating outlook. Oil Market in ‘Race Against Time’ on Hormuz, Morgan Stanley Says

Insider Transactions at Morgan Stanley

In other news, insider Andrew M. Saperstein sold 51,668 shares of the business’s stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $188.59, for a total transaction of $9,744,068.12. Following the transaction, the insider directly owned 282,142 shares in the company, valued at $53,209,159.78. The trade was a 15.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Eric F. Grossman sold 11,118 shares of the business’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $190.75, for a total transaction of $2,120,758.50. Following the transaction, the insider owned 169,403 shares in the company, valued at $32,313,622.25. This represents a 6.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 77,476 shares of company stock worth $14,644,762 in the last ninety days. Insiders own 0.17% of the company’s stock.

Morgan Stanley Stock Down 1.1%

Shares of MS stock opened at $190.89 on Tuesday. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 3.52. Morgan Stanley has a 1 year low of $123.88 and a 1 year high of $194.83. The firm’s fifty day moving average price is $173.41 and its two-hundred day moving average price is $174.08. The firm has a market capitalization of $301.08 billion, a P/E ratio of 17.29, a PEG ratio of 1.45 and a beta of 1.22.

Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings results on Wednesday, April 15th. The financial services provider reported $3.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.02 by $0.41. The firm had revenue of $20.58 billion for the quarter, compared to analyst estimates of $19.23 billion. Morgan Stanley had a net margin of 14.65% and a return on equity of 17.70%. The company’s revenue was up 16.0% compared to the same quarter last year. During the same period in the previous year, the business earned $2.60 EPS. On average, equities analysts predict that Morgan Stanley will post 11.85 EPS for the current fiscal year.

Morgan Stanley Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be paid a dividend of $1.00 per share. The ex-dividend date is Thursday, April 30th. This represents a $4.00 annualized dividend and a dividend yield of 2.1%. Morgan Stanley’s payout ratio is currently 36.23%.

About Morgan Stanley

(Free Report)

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.