Morgan Stanley
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Ellwood Derricks@Partnership Wealth Management, Llc
| 0% | $48,784 468 shares@ 104.24 avg price | Exited |
James Langer@Redmont Wealth Advisors Llc
| 0% | $14,802 142 shares@ 104.24 avg price | Exited |
Tina Armada-Eynard@Aspire Private Capital, Llc
| 0% | $12,606 121 shares@ 104.19 avg price | Exited |
Sheena Hanson@Uncommon Cents Investing Llc
| 0% | $10,424 100 shares@ 104.24 avg price | Exited |
Shannon Streich@Hoese & Co Llp
| 0% | $10,424 100 shares@ 104.24 avg price | Exited |
DAVID TODD CLARK@Westside Investment Management, Inc.
| 0% | $4,680 46 shares@ 101.74 avg price | Exited |
Kurt Ahrens@Mendota Financial Group, Llc
| 0% | $209 2 shares@ 104.5 avg price | Exited |