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
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 1.61%
0.38%
$6.191M
49,247 shares@ 125.73 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 3.33%
0.8%
$5.113M
40,671 shares@ 125.73 avg price
Katherine Saltonstall@Sandy Cove Advisors, Llc
Recent Activity
Increased 0.4%
1.78%
$4.523M
35,973 shares@ 125.72 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 31.88%
0.11%
$4.357M
34,656 shares@ 125.72 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Increased 2.21%
0.26%
$4.166M
33,138 shares@ 125.72 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Increased 0.38%
2.54%
$4.075M
32,412 shares@ 125.73 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 92.41%
0.02%
$4.041M
32,145 shares@ 125.72 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 22.44%
0.04%
$3.684M
29,300 shares@ 125.74 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 3.51%
0.11%
$3.678M
29,253 shares@ 125.73 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Increased 11.54%
0.46%
$3.619M
28,784 shares@ 125.73 avg price