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
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -3.21%
0.96%
$31.771M
252,714 shares@ 125.72 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
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -12.86%
0.53%
$28.703M
228,310 shares@ 125.72 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -0.42%
2.66%
$24.642M
196,009 shares@ 125.72 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -4.31%
0.38%
$23.547M
187,301 shares@ 125.73 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
Decreased 0%
0.58%
$18.945M
181,748 shares@ 104.25 avg price
Petros Toseland@Portman Square Capital Llp
Recent Activity
Decreased -6.58%
0.73%
$20.14M Put
160,200 shares@ 125.72 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -5.09%
0.66%
$19.146M
152,289 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
Terence Tse@Nexus Investment Management Ulc
Recent Activity
Decreased -27.46%
1.67%
$16.598M
132,027 shares@ 125.72 avg price