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.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q3 (2 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
buy
+27,880
+0.01%
0.01%
Ravenel Boykin Curry IV
Eagle Capital Management
-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
Eagle Capital Management
-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
Matrix Advisors Value Fund
-1.79%
-450
-0.07%
3.96%
Ravenel Boykin Curry IV
Eagle Capital Management
-25.16%
-1,828,871
-0.73%
2.18%
Harry Burn
Sound Shore Management
-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
Sound Shore Management
-4.12%
-26,621
-0.09%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-42.37%
-5,343,748
-2.15%
2.93%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-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
Eagle Capital Management
-9.78%
-1,367,469
-0.49%
4.54%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-14.36%
-17,615
-0.06%
0.00%
Harry Burn
Sound Shore Management
-44.56%
-519,324
-1.66%
2.07%
Ronald Muhlenkamp
Muhlenkamp & Co
-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
Eagle Capital Management
-1.06%
-149,243
-0.05%
4.63%
Harry Burn
Sound Shore Management
-7.52%
-94,801
-0.26%
3.25%
Jim Cullen
Cullen Value Fund
-38.53%
-4,766
-1.57%
2.50%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-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
Sound Shore Management
+13.86%
+153,380
+0.39%
3.20%
Ravenel Boykin Curry IV
Eagle Capital Management
-2.98%
-433,243
-0.13%
4.17%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-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
Sound Shore Management
-0.58%
-6,457
-0.02%
3.02%
Ravenel Boykin Curry IV
Eagle Capital Management
-2.99%
-449,275
-0.13%
4.26%
Edgar Wachenheim III
Greenhaven Associates
-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
Eagle Capital Management
-3.09%
-479,253
-0.14%
4.29%
Edgar Wachenheim III
Greenhaven Associates
-3.33%
-9,200
-0.03%
0.87%
Harry Burn
Sound Shore Management
-10.28%
-127,582
-0.35%
3.06%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-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
Eagle Capital Management
+30.13%
+3,586,062
+0.94%
4.05%
Harry Burn
Sound Shore Management
-4.65%
-60,511
-0.15%
3.16%
Jim Cullen
Cullen Value Fund
-12.05%
-1,695
-0.60%
4.39%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-30.12%
-121,585
-0.31%
0.73%
Edgar Wachenheim III
Greenhaven Associates
-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
Eagle Capital Management
-8.78%
-1,145,193
-0.27%
2.85%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
-12.85%
-59,535
-0.13%
0.91%
Jim Cullen
Cullen Value Fund
-21.97%
-3,960
-1.17%
4.17%
David Katz
Matrix Advisors Value Fund
-22.22%
-7,200
-0.93%
3.24%
Harry Burn
Sound Shore Management
-31.56%
-599,990
-1.36%
2.95%
Edgar Wachenheim III
Greenhaven Associates
-40.32%
-3,846,281
-6.75%
9.99%
Jeffrey Ubben
ValueAct Holdings
-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
Greenhaven Associates
+3.59%
+330,771
+0.43%
12.31%
Ravenel Boykin Curry IV
Eagle Capital Management
-4.54%
-620,896
-0.14%
2.84%
Harry Burn
Sound Shore Management
-14.96%
-334,480
-0.68%
3.88%
Jeffrey Ubben
ValueAct Holdings
-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
Tweedy, Browne Co All Funds (US)
+0.14%
+655
+0.00%
0.87%
Edgar Wachenheim III
Greenhaven Associates
-3.00%
-285,100
-0.30%
9.78%
Ravenel Boykin Curry IV
Eagle Capital Management
-7.83%
-1,160,965
-0.20%
2.37%
Harry Burn
Sound Shore Management
-8.79%
-215,519
-0.33%
3.38%
David Katz
Matrix Advisors Value Fund
-8.99%
-3,200
-0.33%
3.31%
Jeffrey Ubben
ValueAct Holdings
-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.