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
Erin E Antill@Janney Capital Management Llc
Recent Activity
Decreased -17.87%
1.01%
$15.213M
121,007 shares@ 125.72 avg price
Katie Leung@Grassi Investment Management
Recent Activity
1.3%
$15.181M
120,750 shares@ 125.73 avg price
William Flores@Dupont Capital Management Corp
Recent Activity
1.16%
$12.414M
98,741 shares@ 125.73 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 4.01%
1.24%
$12.198M
97,023 shares@ 125.72 avg price
Kevin M Flagstad@Viking Fund Management Llc
Recent Activity
Decreased -5%
1.86%
$11.943M
95,000 shares@ 125.72 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.35%
$11.751M
93,472 shares@ 125.73 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Increased 143.01%
0.63%
$10.157M
80,790 shares@ 125.73 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 49%
0.29%
$10.01M
79,624 shares@ 125.72 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Decreased -0.86%
1.6%
$9.196M
73,147 shares@ 125.72 avg price
Derek H. Baugh@Baugh & Associates, Llc
Recent Activity
Decreased -0.19%
4.38%
$8.446M
69,651 shares@ 121.27 avg price