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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.37%
0.21%
$101.805M
976,733 shares@ 104.24 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 8.3%
0.29%
$74.218M
590,347 shares@ 125.72 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Increased 6665.8%
0.22%
$36.431M
289,779 shares@ 125.73 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 5.99%
0.32%
$33.814M
268,965 shares@ 125.73 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 2.33%
1.31%
$30.039M
238,938 shares@ 125.73 avg price
Kristina Eisnor@Boston Common Asset Management, Llc
Recent Activity
Increased 20.84%
0.53%
$17.901M
142,387 shares@ 125.73 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 4.01%
1.24%
$12.198M
97,023 shares@ 125.72 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Increased 143.01%
0.63%
$10.157M
80,790 shares@ 125.73 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 49%
0.29%
$10.01M
79,624 shares@ 125.72 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 4.13%
0.12%
$6.644M
52,849 shares@ 125.72 avg price