MS Stock Ownership Activity

MORGAN STANLEY 13F holders

2 value investing gurus have made changes to the MORGAN STANLEY (MS) position according to the gurus' latest SEC quarterly report(s). MS has been bought (as a new position) by 1 guru(s), the number of MS shares has been decreased by 1 super investor(s).

Which gurus or hedge funds are buying MS now?

According to the latest SEC filing(s) MORGAN STANLEY (MS) has been bought by Bill Gates - Bill & Melinda Gates Foundation Trust (new buy).

To see more about who is investing in MORGAN STANLEY (MS), please go to the MS ownership page.

2023 Q3 (2 results)
Bill Gates
buy
+27,880
+0.01%
0.01%
Ravenel Boykin Curry IV
-82.35%
-895,491
-0.00%
0.00%
Current price: $81.21 0.56% AVG reported price*: $81.67
2023 Q2 (1 result)
Ravenel Boykin Curry IV
-80.01%
-4,351,347
-1.67%
0.42%
Current price: $81.21 4.91% Reported price*: $85.40
2023 Q1 (3 results)
David Katz
-1.79%
-450
-0.07%
3.96%
Ravenel Boykin Curry IV
-25.16%
-1,828,871
-0.73%
2.18%
Harry Burn
-100.00%
-619,501
-1.98%
0.00%
Current price: $81.21 7.51% AVG reported price*: $87.80
2022 Q4 (3 results)
Harry Burn
-4.12%
-26,621
-0.09%
0.00%
Ravenel Boykin Curry IV
-42.37%
-5,343,748
-2.15%
2.93%
B. Tweedy, Ch. Browne
-100.00%
-105,055
-0.44%
0.00%
Current price: $81.21 4.48% AVG reported price*: $85.02
2022 Q3 (4 results)
Ravenel Boykin Curry IV
-9.78%
-1,367,469
-0.49%
4.54%
B. Tweedy, Ch. Browne
-14.36%
-17,615
-0.06%
0.00%
Harry Burn
-44.56%
-519,324
-1.66%
2.07%
Ronald Muhlenkamp
-100.00%
-10,805
-0.37%
0.00%
Current price: $81.21 2.79% AVG reported price*: $79.01
2022 Q2 (4 results)
Ravenel Boykin Curry IV
-1.06%
-149,243
-0.05%
4.63%
Harry Burn
-7.52%
-94,801
-0.26%
3.25%
Jim Cullen
-38.53%
-4,766
-1.57%
2.50%
B. Tweedy, Ch. Browne
-45.81%
-103,720
-0.32%
0.38%
Current price: $81.21 6.77% AVG reported price*: $76.06
2022 Q1 (3 results)
Harry Burn
+13.86%
+153,380
+0.39%
3.20%
Ravenel Boykin Curry IV
-2.98%
-433,243
-0.13%
4.17%
B. Tweedy, Ch. Browne
-4.81%
-11,445
-0.03%
0.64%
Current price: $81.21 7.08% AVG reported price*: $87.40
2021 Q4 (3 results)
Harry Burn
-0.58%
-6,457
-0.02%
3.02%
Ravenel Boykin Curry IV
-2.99%
-449,275
-0.13%
4.26%
Edgar Wachenheim III
-96.26%
-257,090
-0.64%
0.02%
Current price: $81.21 17.28% AVG reported price*: $98.17
2021 Q3 (4 results)
Ravenel Boykin Curry IV
-3.09%
-479,253
-0.14%
4.29%
Edgar Wachenheim III
-3.33%
-9,200
-0.03%
0.87%
Harry Burn
-10.28%
-127,582
-0.35%
3.06%
B. Tweedy, Ch. Browne
-15.67%
-44,200
-0.14%
0.77%
Current price: $81.21 16.55% AVG reported price*: $97.31
2021 Q2 (5 results)
Ravenel Boykin Curry IV
+30.13%
+3,586,062
+0.94%
4.05%
Harry Burn
-4.65%
-60,511
-0.15%
3.16%
Jim Cullen
-12.05%
-1,695
-0.60%
4.39%
B. Tweedy, Ch. Browne
-30.12%
-121,585
-0.31%
0.73%
Edgar Wachenheim III
-95.15%
-5,417,974
-14.52%
0.74%
Current price: $81.21 11.43% AVG reported price*: $91.69
2021 Q1 (7 results)
Ravenel Boykin Curry IV
-8.78%
-1,145,193
-0.27%
2.85%
B. Tweedy, Ch. Browne
-12.85%
-59,535
-0.13%
0.91%
Jim Cullen
-21.97%
-3,960
-1.17%
4.17%
David Katz
-22.22%
-7,200
-0.93%
3.24%
Harry Burn
-31.56%
-599,990
-1.36%
2.95%
Edgar Wachenheim III
-40.32%
-3,846,281
-6.75%
9.99%
Jeffrey Ubben
-100.00%
-8,283,722
-6.63%
0.00%
Current price: $81.21 4.57% AVG reported price*: $77.66
2020 Q4 (4 results)
Edgar Wachenheim III
+3.59%
+330,771
+0.43%
12.31%
Ravenel Boykin Curry IV
-4.54%
-620,896
-0.14%
2.84%
Harry Burn
-14.96%
-334,480
-0.68%
3.88%
Jeffrey Ubben
-27.97%
-3,216,278
-2.56%
0.00%
Current price: $81.21 18.50% AVG reported price*: $68.53
2020 Q3 (6 results)
B. Tweedy, Ch. Browne
+0.14%
+655
+0.00%
0.87%
Edgar Wachenheim III
-3.00%
-285,100
-0.30%
9.78%
Ravenel Boykin Curry IV
-7.83%
-1,160,965
-0.20%
2.37%
Harry Burn
-8.79%
-215,519
-0.33%
3.38%
David Katz
-8.99%
-3,200
-0.33%
3.31%
Jeffrey Ubben
-19.30%
-2,750,000
-1.87%
7.82%
Current price: $81.21 67.96% AVG reported price*: $48.35
49 of 135

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.