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    Managed Account Stocks List

    Symbol Grade Name % Change
    MORN D Morningstar, Inc. -0.09
    IROQ D IF Bancorp, Inc. 0.00
    AB D Allianceberstein Holding L.P. Units 0.00
    SWKH B SWK Holdings Corporation 0.00
    ARES A Ares Management 0.01
    OPY A Oppenheimer Holdings, Inc. Class A (DE) 0.27
    UMBF C UMB Financial Corporation 0.27
    MS A Morgan Stanley 0.35
    WBS D Webster Financial Corporation 0.54
    PRI D Primerica, Inc. 0.66
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    Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
    Related Stock Lists: Investment Management Separately Managed Account Insurance Exchange Traded Fund Financial Products Hedge Funds Investment Bank S&P 500 Bank Banking Banking Solutions Cash Management Disability Financial Advisors Portfolio Management Prime Brokerage Retirement Solutions Structured Product Affinity Groups Alliancebernstein

    Related ETFs - A few ETFs which own one or more of the above listed Managed Account stocks.

    Symbol Grade Name Weight
    IWC C iShares Microcap ETF 0.01
    VXF C Vanguard Extended Market ETF 0.0
    DFAC B Dimensional U.S. Core Equity 2 ETF 0.0
    DFAT C Dimensional U.S. Targeted Value ETF 0.0
    DFSV B Dimensional US Small Cap Value ETF 0.0
    View all Managed Account ETFs...
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    Compare DFAT to DFSV Compare IWC to DFAT Compare VXF to DFAC

        Managed Account Stocks Recent News

        Date Stock Title
        May 13 MS BOJ Cuts Bond Buying in Regular Operation as Yen Stays Weak
        May 12 MS 20 Largest Publicly Traded Financial Companies in the US
        May 12 MS Private equity is helping banks shed some of their risks
        May 12 MS Morgan Stanley to create 100 new jobs in Paris
        May 10 MS Morgan Stanley Direct Lending Fund (MSDL) Q1 2024 Earnings Overview
        May 10 AB AllianceBernstein's (AB) April AUM Falls on Market Depreciation
        May 10 MS Here's How Much You'd Have If You Invested $1000 in Morgan Stanley a Decade Ago
        May 9 AB AllianceBernstein AUM dips 2.9% as market losses outweigh net inflows
        May 9 MS Big banks complete climate analysis for Fed while Powell tries to avoid becoming climate policymaker
        May 9 MS Morgan Stanley Direct Lending Fund Announces March 31, 2024 Financial Results and Declares Second Quarter 2024 Dividend of $0.50 per Share
        May 9 MS 20 Largest Banks in the US by Customers
        May 9 AB AB Announces April 30, 2024 Assets Under Management
        May 9 MS 20 Largest Banks in the US by Asset Size in 2024
        May 9 MS UPDATE 2-ISS recommends Morgan Stanley shareholders vote against former CEO Gorman's pay proposal
        May 9 ARES Ares acquires Landsec’s hotel portfolio in £400m deal
        May 9 WBS Empowering Our Communities: How Webster Bank Is Supporting Financial Literacy
        May 9 AB AllianceBernstein Expands Retirement Income Offerings with AB Secure Income Portfolio
        May 9 ARES Ares Management buys Landsec U.K. hotel portfolio for £400 million
        May 9 WBS Warner Bros. Discovery Likely To Report Narrower Q1 Loss; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
        May 9 ARES Ares Real Estate Announces Acquisition of Hotel Portfolio from Landsec
        Related Industries: Asset Management Banks - Regional - US Business Services Capital Markets Insurance - Diversified Insurance - Life Savings & Cooperative Banks
        Related Stock Lists: Bank Banking Business Loans Casualty Insurance Products Disability Financial Products Health Insurance Health Savings Account Individual Retirement Account Loan Association Online Banking Real Estate Loans Savings And Loan Association Service Banking Offices
        Managed Account

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