MS

Morgan Stanley

Latest period2024 - Q4Total superinvestors315

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 315 superinvestors own shares of Morgan Stanley (MS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Morgan Stanley (MS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Morgan Stanley (MS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Morgan Stanley (MS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Braho Omeragic@Centre Asset Management, Llc
Recent Activity
Exited
0%
$10.076M
96,661 shares@ 104.25 avg price
Jessica McConnell@Capital Cs Group, Llc
Recent Activity
Exited
0%
$104,710 Call
28,300 shares@ 3.7 avg price
Marc Blieden@Granger Management Llc
Recent Activity
Exited
0%
$1.911M
18,336 shares@ 104.25 avg price
Frank Vivirito@Xr Securities Llc
Recent Activity
Exited
0%
$1.23M Call
11,800 shares@ 104.24 avg price
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc
Recent Activity
Exited
0%
$339,301
3,255 shares@ 104.24 avg price
Brandon Tieso@Intrack Investment Management Inc
Recent Activity
Exited
0%
$271,024
2,600 shares@ 104.24 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Exited
0%
$203,060
1,948 shares@ 104.25 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Exited
0%
$212,053
1,889 shares@ 112.26 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$134,991
1,295 shares@ 104.25 avg price
Lynn Livelsberger@Livelsberger Financial Advisory
Recent Activity
Exited
0%
$63,893
613 shares@ 104.24 avg price