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
Will Sharp@True North Advisors, Llc
Recent Activity
Increased 1025.79%
0.85%
$3.595M
28,595 shares@ 125.72 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 2.82%
0.16%
$3.53M
28,075 shares@ 125.74 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
Increased 2.66%
1.21%
$3.346M
26,611 shares@ 125.73 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 4.22%
0.41%
$3.075M
24,459 shares@ 125.72 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 2.46%
0.16%
$2.858M
22,731 shares@ 125.72 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 9.06%
0.24%
$2.785M
22,152 shares@ 125.72 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 3.3%
0.06%
$2.733M
21,738 shares@ 125.73 avg price
Brian May@Smith Salley Wealth Management
Recent Activity
Increased 1.16%
0.17%
$2.632M
20,939 shares@ 125.72 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 9.57%
0.22%
$2.462M
19,581 shares@ 125.73 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 117.21%
0.05%
$2.133M
16,968 shares@ 125.72 avg price