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