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
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Decreased -2.2%
1.12%
$8.742M
69,537 shares@ 125.73 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -7.63%
0.99%
$8.705M
69,237 shares@ 125.73 avg price
Teresa M. Nilsen@Hennessy Advisors Inc
Recent Activity
Decreased -5.03%
0.25%
$8.298M
66,000 shares@ 125.72 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Decreased -1.78%
0.57%
$8.207M
65,279 shares@ 125.73 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Decreased -4.04%
1.67%
$7.992M
63,572 shares@ 125.73 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Decreased -4.19%
2.09%
$7.703M
61,270 shares@ 125.73 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -7.77%
0.02%
$7.22M
57,426 shares@ 125.73 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 4.13%
0.12%
$6.644M
52,849 shares@ 125.72 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -11.04%
0.21%
$6.225M
49,518 shares@ 125.73 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
Decreased -9.16%
1.83%
$4.966M
49,448 shares@ 100.43 avg price