MS Stock Ownership Activity

MORGAN STANLEY 13F holders

3 value investing gurus have made changes to the MORGAN STANLEY (MS) position according to the gurus' latest SEC quarterly report(s). MS has been completely sold out by 1 guru(s), the number of MS shares has been increased by 1, 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 David Katz - Matrix Advisors Value Fund (added shares +9.7%).

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

2023 Q4 (3 results)
David Katz
+9.70%
+2,400
+0.37%
4.19%
Ravenel Boykin Curry IV
-32.89%
-63,142
-0.03%
0.05%
Bill Gates
-100.00%
-27,880
-0.01%
0.00%
Current price: $85.49 99.82% AVG reported price*: $46,671.62
2023 Q3 (2 results)
Ravenel Boykin Curry IV
-82.35%
-895,491
-0.00%
0.00%
Bill Gates
buy
+27,880
+0.01%
0.00%
Current price: $85.49 4.68% AVG reported price*: $81.67
2023 Q2 (1 result)
Ravenel Boykin Curry IV
-80.01%
-4,351,347
-1.67%
0.42%
Current price: $85.49 0.11% Reported price*: $85.40
2023 Q1 (3 results)
Harry Burn
-100.00%
-619,501
-1.98%
0.00%
David Katz
-1.79%
-450
-0.07%
3.96%
Ravenel Boykin Curry IV
-25.16%
-1,828,871
-0.73%
2.18%
Current price: $85.49 2.63% AVG reported price*: $87.80
2022 Q4 (3 results)
B. Tweedy, Ch. Browne
-100.00%
-105,055
-0.44%
0.00%
Harry Burn
-4.12%
-26,621
-0.09%
0.00%
Ravenel Boykin Curry IV
-42.37%
-5,343,748
-2.15%
2.93%
Current price: $85.49 0.55% AVG reported price*: $85.02
2022 Q3 (4 results)
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%
Ravenel Boykin Curry IV
-9.78%
-1,367,469
-0.49%
4.54%
Current price: $85.49 8.20% AVG reported price*: $79.01
2022 Q2 (4 results)
B. Tweedy, Ch. Browne
-45.81%
-103,720
-0.32%
0.38%
Harry Burn
-7.52%
-94,801
-0.26%
3.25%
Ravenel Boykin Curry IV
-1.06%
-149,243
-0.05%
4.63%
Jim Cullen
-38.53%
-4,766
-1.57%
2.50%
Current price: $85.49 12.40% AVG reported price*: $76.06
2022 Q1 (3 results)
B. Tweedy, Ch. Browne
-4.81%
-11,445
-0.03%
0.64%
Harry Burn
+13.86%
+153,380
+0.39%
3.20%
Ravenel Boykin Curry IV
-2.98%
-433,243
-0.13%
4.17%
Current price: $85.49 2.18% AVG reported price*: $87.40
2021 Q4 (3 results)
Harry Burn
-0.58%
-6,457
-0.02%
3.02%
Edgar Wachenheim III
-96.26%
-257,090
-0.64%
0.02%
Ravenel Boykin Curry IV
-2.99%
-449,275
-0.13%
4.26%
Current price: $85.49 12.92% AVG reported price*: $98.17
2021 Q3 (4 results)
B. Tweedy, Ch. Browne
-15.67%
-44,200
-0.14%
0.77%
Harry Burn
-10.28%
-127,582
-0.35%
3.06%
Edgar Wachenheim III
-3.33%
-9,200
-0.03%
0.87%
Ravenel Boykin Curry IV
-3.09%
-479,253
-0.14%
4.29%
Current price: $85.49 12.15% AVG reported price*: $97.31
2021 Q2 (5 results)
B. Tweedy, Ch. Browne
-30.12%
-121,585
-0.31%
0.73%
Harry Burn
-4.65%
-60,511
-0.15%
3.16%
Edgar Wachenheim III
-95.15%
-5,417,974
-14.52%
0.74%
Ravenel Boykin Curry IV
+30.13%
+3,586,062
+0.94%
4.05%
Jim Cullen
-12.05%
-1,695
-0.60%
4.39%
Current price: $85.49 6.76% AVG reported price*: $91.69
2021 Q1 (7 results)
Jeffrey Ubben
-100.00%
-8,283,722
-6.63%
0.00%
B. Tweedy, Ch. Browne
-12.85%
-59,535
-0.13%
0.91%
Harry Burn
-31.56%
-599,990
-1.36%
2.95%
David Katz
-22.22%
-7,200
-0.93%
3.24%
Edgar Wachenheim III
-40.32%
-3,846,281
-6.75%
9.99%
Ravenel Boykin Curry IV
-8.78%
-1,145,193
-0.27%
2.85%
Jim Cullen
-21.97%
-3,960
-1.17%
4.17%
Current price: $85.49 10.08% AVG reported price*: $77.66
2020 Q4 (4 results)
Jeffrey Ubben
-27.97%
-3,216,278
-2.56%
0.00%
Harry Burn
-14.96%
-334,480
-0.68%
3.88%
Edgar Wachenheim III
+3.59%
+330,771
+0.43%
12.31%
Ravenel Boykin Curry IV
-4.54%
-620,896
-0.14%
2.84%
Current price: $85.49 24.75% AVG reported price*: $68.53
46 of 138

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.