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
Ashleigh Swayze@Johnson & White Wealth Management, Llc
Recent Activity
New Position
0.37%
$597,000
4,783 shares@ 124.82 avg price
John Salomon@J2 Capital Management Inc
Recent Activity
New Position
0.49%
$521,738
4,150 shares@ 125.72 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
New Position
0.05%
$404,818
3,220 shares@ 125.72 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.18%
$397,016
3,216 shares@ 123.46 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.02%
$371,264
2,953 shares@ 125.73 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
0.19%
$331,272
2,635 shares@ 125.72 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
New Position
0.04%
$328,401
2,612 shares@ 125.73 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
New Position
0.03%
$318,000
2,526 shares@ 125.9 avg price
Gregory Bavedas@Constitution Capital Llc
Recent Activity
New Position
0.17%
$289,156
2,300 shares@ 125.72 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
New Position
0.01%
$250,738
1,994 shares@ 125.75 avg price