State Street Amends Morgan Stanley Stake Filing
Ticker: MS-PL · Form: SC 13G/A · Filed: Jan 30, 2024 · CIK: 895421
| Field | Detail |
|---|---|
| Company | Morgan Stanley (MS-PL) |
| Form Type | SC 13G/A |
| Filed Date | Jan 30, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, passive-investment
TL;DR
**State Street still holds Morgan Stanley shares, signaling institutional confidence.**
AI Summary
State Street Corporation filed an amended SC 13G/A on January 30, 2024, indicating its ownership of Morgan Stanley's common stock as of December 31, 2023. This filing updates previous disclosures, showing State Street's continued significant, though passive, stake in Morgan Stanley. This matters to investors because it confirms a major institutional investor's ongoing position, suggesting confidence in Morgan Stanley's long-term prospects, even if the exact percentage of ownership isn't detailed in this snippet.
Why It Matters
This filing confirms State Street Corporation's continued passive ownership in Morgan Stanley, signaling institutional confidence in the company's stability and future performance.
Risk Assessment
Risk Level: low — This is a routine amendment by a large institutional investor, indicating no immediate or significant new risks.
Analyst Insight
An investor should note that State Street Corporation maintains a passive stake in Morgan Stanley, which is a common occurrence for large institutional investors. This filing doesn't suggest any immediate action but confirms ongoing institutional interest.
Key Players & Entities
- MORGAN STANLEY (company) — the subject company whose securities are being reported
- STATE STREET CORP (company) — the entity filing the SC 13G/A, reporting its ownership
- December 31, 2023 (date) — the date of the event which requires the filing of this statement
- January 30, 2024 (date) — the date the SC 13G/A was filed
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G filing under the Securities Exchange Act of 1934, as indicated by 'FORM TYPE: SC 13G/A' and 'AMENDED FILING' in the document.
Who is the reporting person in this filing?
The reporting person is STATE STREET CORPORATION, as explicitly stated under the 'FILED BY' section and 'NAME OF REPORTING PERSON: STATE STREET CORPORATION'.
What is the subject company whose securities are being reported?
The subject company is MORGAN STANLEY, as indicated by 'SUBJECT COMPANY: COMPANY CONFORMED NAME: MORGAN STANLEY' and 'MORGAN STANLEY (NAME OF ISSUER)'.
What is the CUSIP number for the class of securities reported?
The CUSIP number for the Common Stock of Morgan Stanley is 617446448, as listed under 'CUSIP NUMBER: 617446448'.
What was the date of the event that required this filing?
The date of the event which required the filing of this statement was December 31, 2023, as stated under 'DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT: 12/31/2023'.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 30, 2024 regarding MORGAN STANLEY (MS-PL).