Company Morgan Stanley Sao Paulo

Equities

MSBR34

BRMSBRBDR008

Investment Banking & Brokerage Services

Market Closed - Sao Paulo 03:54:13 2024-07-15 pm EDT 5-day change 1st Jan Change
115 BRL +0.89% Intraday chart for Morgan Stanley +4.61% +26.51%

Business Summary

Morgan Stanley is a financial services group. Income (including intragroup) breaks down by activity as follows:

- investment and finance banking (45%): specialized financing (acquisitions, projects, etc.), operations on the stock, interest, exchange, and raw materials markets, share trading transactions, merger-acquisition consulting, etc.;

- wealth management (45%);

- assets management (10%): USD 1,305 billion asset under management at the end of 2022.

Income is distributed geographically as follows: Americas (74.7%), Europe/Middle East/Africa (12.7%) and Asia (12.6%).

Number of employees: 80,000

Sales per Business

USD in Million2022Weight2023Weight Delta
Wealth Management
48.5 %
24,417 45.5 % 26,268 48.5 % +7.58%
Institutional Securities
42.6 %
24,393 45.5 % 23,060 42.6 % -5.46%
Investment Management
9.9 %
5,375 10.0 % 5,370 9.9 % -0.09%
Intersegment Eliminations
-1.0 %
-517 -1.0 % -555 -1.0 % +7.35%

Sales per region

USD in Million2022Weight2023Weight Delta
Americas
76.9 %
40,117 74.8 % 41,651 76.9 % +3.82%
Asia
11.9 %
6,740 12.6 % 6,434 11.9 % -4.54%
EMEA
11.2 %
6,811 12.7 % 6,058 11.2 % -11.06%

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 20,000 0 0 61.49 %
Stock B 0 519,882 0 0
Stock C 1 2,038,893,979 1,254,096,042 ( 61.51 %) 412,236,518 ( 20.22 %)
Stock D 0 44,000 0 0

Shareholders

NameEquities%Valuation
377,085,167 23.20 % 36 649 M R$
111,569,678 6.865 % 10 843 M R$
Vanguard Fiduciary Trust Co.
6.672 %
108,436,118 6.672 % 10 539 M R$
BlackRock Advisors LLC
4.094 %
66,527,184 4.094 % 6 466 M R$
JPMorgan Investment Management, Inc.
2.988 %
48,557,681 2.988 % 4 719 M R$
Wellington Trust Co., NA
2.640 %
42,901,669 2.640 % 4 170 M R$
Capital Research & Management Co. (International Investors)
1.753 %
28,481,070 1.753 % 2 768 M R$
Geode Capital Management LLC
1.510 %
24,542,538 1.510 % 2 385 M R$
Merrill Lynch International
1.505 %
24,455,101 1.505 % 2 377 M R$
Fisher Asset Management LLC
1.279 %
20,783,077 1.279 % 2 020 M R$
NameEquities%Valuation
PNC Investments LLC
6.312 %
2,524,782 6.312 % 66 M R$
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 313 644 R$
DoubleLine Capital LP
0.0250 %
10,000 0.0250 % 261 000 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0698 %
27,933 0.0698 % 699 722 R$
DoubleLine Capital LP
0.0393 %
15,700 0.0393 % 393 285 R$
Capital Investment Trust Corp.
0.0300 %
12,017 0.0300 % 301 026 R$
Russell Investments Canada Ltd.
0.002025 %
810 0.002025 % 20 291 R$
Operose Advisors LLC
0.000975 %
390 0.000975 % 9 770 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
Kanen Wealth Management LLC
-
0 - - R$
NameEquities%Valuation
Roanoke Asset Management Corp.
0.0481 %
25,000 0.0481 % 478 750 R$
Russell Investments Canada Ltd.
0.002112 %
1,098 0.002112 % 21 027 R$
Thompson Investment Management, Inc.
0.001923 %
1,000 0.001923 % 19 150 R$
Thurston, Springer, Miller, Herd & Titak, Inc.
0.001442 %
750 0.001442 % 14 363 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
Caixa DTVM SA
0.000293 %
23,839 0.000293 % 462 664 R$
Machado De Almeida Asset Management Ltda.
0.000218 %
17,700 0.000218 % 343 519 R$
Bram Bradesco Asset Management S/A DTVM
0.000173 %
14,095 0.000173 % 273 554 R$
NameEquities%Valuation
20 - 1 944 R$
NameEquities%Valuation
Flaherty & Crumrine, Inc.
1.292 %
445,718 1.292 % 11 M R$
CTBC Investments Co., Ltd.
0.1596 %
55,079 0.1596 % 1 M R$
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0765 %
26,394 0.0765 % 665 393 R$
Goldman Sachs Asset Management International
0.006046 %
2,086 0.006046 % 52 588 R$
Russell Investments Canada Ltd.
0.003188 %
1,100 0.003188 % 27 731 R$
Operose Advisors LLC
0.000855 %
295 0.000855 % 7 437 R$
ORG Partners LLC
0.000136 %
47 0.000136 % 1 185 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
37 100.00 % 3 596 R$
NameEquities%Valuation
67 100.00 % 6 512 R$
NameEquities%Valuation
PIMCO Europe Ltd.
0.5835 %
116,700 0.5835 % 3 M R$
WhaleRock Point Partners LLC
0.0800 %
16,000 0.0800 % 356 480 R$
Byrne Asset Management LLC
0.002000 %
400 0.002000 % 8 912 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
Flaherty & Crumrine, Inc.
3.202 %
1,280,802 3.202 % 32 M R$
PIMCO Europe Ltd.
0.7558 %
302,306 0.7558 % 8 M R$
DoubleLine Capital LP
0.0861 %
34,425 0.0861 % 855 117 R$
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0695 %
27,807 0.0695 % 690 726 R$
WhaleRock Point Partners LLC
0.0484 %
19,350 0.0484 % 480 654 R$
Capital Investment Trust Corp.
0.0250 %
10,014 0.0250 % 248 748 R$
Thurston, Springer, Miller, Herd & Titak, Inc.
0.000500 %
200 0.000500 % 4 968 R$
ORG Partners LLC
0.000063 %
25 0.000063 % 621 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
90 100.00 % 8 747 R$
NameEquities%Valuation
31 100.00 % 3 013 R$
NameEquities%Valuation
57 100.00 % 1 270 R$
NameEquities%Valuation
Atlas Wealth LLC
0.9973 %
438,829 0.9973 % 10 M R$
Tower Bridge Advisors, Inc.
0.0927 %
40,795 0.0927 % 933 390 R$
Delta Capital Management LLC (New Jersey)
0.0608 %
26,755 0.0608 % 612 154 R$
Ethos Financial Group LLC
0.0599 %
26,348 0.0599 % 602 842 R$
Estabrook Capital Management LLC
0.006148 %
2,705 0.006148 % 61 890 R$
VIMA LLC
0.001148 %
505 0.001148 % 11 554 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$
NameEquities%Valuation
PIMCO Europe Ltd.
-
0 - - R$
Flaherty & Crumrine, Inc.
-
0 - - R$
AQA Capital Ltd.
-
0 - - R$
NameEquities%Valuation
Flaherty & Crumrine, Inc.
4.665 %
1,585,931 4.665 % 40 M R$
Whittier Advisors LLC
0.4274 %
145,309 0.4274 % 4 M R$
Taiwan Cooperative Securities Investment Trust Co., Ltd.
0.0737 %
25,073 0.0737 % 629 082 R$
Haven Asset Management (Interval Funds) LLC
0.0118 %
4,000 0.0118 % 100 360 R$
ORG Partners LLC
0.000059 %
20 0.000059 % 502 R$
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - R$

Holdings

NameEquities%Valuation
9,727,311 10.88% 212,541,745 $
191,000 0.02% 5,094,449 $

Company contact information

Morgan Stanley

1585 Broadway

10036-8293, New York

+212 761 4000

http://www.morganstanley.com
address Morgan Stanley(MSBR34)

Group companies

NameCategory and Sector
Investment Managers
Saxon Asset Securities Co.
Finance/Rental/Leasing
Morgan Stanley ABS Capital I, Inc.
Investment Trusts/Mutual Funds
ETCF Asset Funding Corp.
Investment Trusts/Mutual Funds
Investment Trusts/Mutual Funds
MS Structured Asset Corp.
Finance/Rental/Leasing
Investment Managers
Investment Managers
Investment Banks/Brokers