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
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
New Position
0.03%
$243,941
1,940 shares@ 125.75 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
New Position
0.05%
$241,005
1,917 shares@ 125.72 avg price
Evelyn Cetina@Sterling Financial Group, Inc.
Recent Activity
New Position
0.09%
$224,913
1,789 shares@ 125.72 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
New Position
0.12%
$224,426
1,785 shares@ 125.73 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
New Position
0.07%
$219,824
1,749 shares@ 125.69 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
New Position
0.01%
$217,621
1,731 shares@ 125.72 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
New Position
0.12%
$217,496
1,730 shares@ 125.73 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
New Position
0.03%
$216,490
1,722 shares@ 125.73 avg price
Brandt Sakakeeny@Rockingstone Advisors Llc
Recent Activity
New Position
0.1%
$215,610
1,715 shares@ 125.73 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
New Position
0.02%
$213,724
1,700 shares@ 125.72 avg price