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.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2020 Q3 (6 results)
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
+0.14%
+655
+0.00%
0.87%
David Katz
Matrix Advisors Value Fund
-8.99%
-1,872
-0.33%
1.94%
Harry Burn
Sound Shore Management
-8.79%
-213,363
-0.33%
3.34%
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%
Jeffrey Ubben
ValueAct Holdings
-19.30%
-2,750,000
-1.87%
7.82%
Current price: $92.83 92.00% AVG reported price*: $48.35
2020 Q2 (5 results)
Edgar Wachenheim III
Greenhaven Associates
+225.71%
+6,579,774
+7.04%
10.15%
B. Tweedy, Ch. Browne
Tweedy, Browne Co All Funds (US)
buy
+462,500
+0.89%
0.89%
David Katz
Matrix Advisors Value Fund
-1.11%
-400
-0.04%
3.57%
Ravenel Boykin Curry IV
Eagle Capital Management
-2.21%
-334,447
-0.06%
2.62%
Harry Burn
Sound Shore Management
-27.25%
-918,235
-1.37%
3.65%
Current price: $92.83 92.19% AVG reported price*: $48.30
2020 Q1 (5 results)
Edgar Wachenheim III
Greenhaven Associates
buy
+2,915,100
+3.69%
3.69%
David Katz
Matrix Advisors Value Fund
buy
+31,860
+3.10%
2.74%
Harry Burn
Sound Shore Management
-3.02%
-92,387
-0.12%
3.51%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.10%
-135,304
-0.02%
1.71%
Jeffrey Ubben
ValueAct Holdings
-5.00%
-750,000
-0.37%
6.96%
Current price: $92.83 173.03% AVG reported price*: $34.00
2019 Q4 (5 results)
Jim Cullen
Cullen Value Fund
-25.82%
-6,275
-1.07%
3.07%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.06%
-164,649
-0.03%
2.50%
Edgar Wachenheim III
Greenhaven Associates
-100.00%
-170,937
-0.26%
0.00%
Harry Burn
Sound Shore Management
-17.24%
-723,670
-0.86%
4.15%
Jeffrey Ubben
ValueAct Holdings
-32.58%
-5,582,500
-3.75%
5.98%
Current price: $92.83 81.59% AVG reported price*: $51.12
2019 Q3 (5 results)
Harry Burn
Sound Shore Management
+18.36%
+472,211
+0.58%
2.70%
Edgar Wachenheim III
Greenhaven Associates
buy
+170,937
+0.24%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+0.56%
+86,744
+0.01%
2.33%
Jim Cullen
Cullen Value Fund
buy
+24,300
+2.66%
2.66%
Jeffrey Ubben
ValueAct Holdings
-15.17%
-3,978,561
-1.83%
10.24%
Current price: $92.83 117.55% AVG reported price*: $42.67
2019 Q2 (2 results)
Harry Burn
Sound Shore Management
buy
+3,546,971
+3.01%
3.01%
Ravenel Boykin Curry IV
Eagle Capital Management
+0.33%
+50,536
+0.01%
2.36%
Current price: $92.83 111.89% AVG reported price*: $43.81
2019 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+0.58%
+86,811
+0.01%
2.42%
Ronald Muhlenkamp
Muhlenkamp & Co
buy
+10,805
+0.22%
0.22%
Current price: $92.83 119.97% AVG reported price*: $42.20
2018 Q4 (2 results)
Jeffrey Ubben
ValueAct Holdings
+26.04%
+3,738,482
+2.68%
8.94%
Ravenel Boykin Curry IV
Eagle Capital Management
+32.76%
+3,015,416
+0.61%
1.98%
Current price: $92.83 134.12% AVG reported price*: $39.65
2018 Q3 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+96.99%
+5,664,430
+0.91%
1.84%
Jeffrey Ubben
ValueAct Holdings
+11.23%
+2,100,850
+0.96%
9.53%
John Armitage
Egerton Capital
-100.00%
-2,628,323
-0.92%
0.00%
Current price: $92.83 99.33% AVG reported price*: $46.57
2018 Q2 (3 results)
Jeffrey Ubben
ValueAct Holdings
+4.18%
+675,000
+0.32%
7.23%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.40%
-82,679
-0.01%
1.00%
John Armitage
Egerton Capital
-16.20%
-508,031
-0.18%
0.00%
Current price: $92.83 95.84% AVG reported price*: $47.40
2018 Q1 (3 results)
Ronald Muhlenkamp
Muhlenkamp & Co
-100.00%
-5,805
-0.11%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-0.57%
-22,558
-0.01%
0.79%
John Armitage
Egerton Capital
-5.35%
-177,273
-0.08%
1.38%
Current price: $92.83 72.03% AVG reported price*: $53.96
2017 Q4 (4 results)
Jeffrey Ubben
ValueAct Holdings
+0.42%
+75,000
+0.04%
9.53%
Ronald Muhlenkamp
Muhlenkamp & Co
-10.76%
-700
-0.01%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-2.11%
-128,587
-0.03%
1.16%
John Armitage
Egerton Capital
-8.39%
-303,530
-0.14%
1.52%
Current price: $92.83 76.86% AVG reported price*: $52.49
2017 Q3 (3 results)
John Armitage
Egerton Capital
+9.41%
+203,771
+0.13%
1.02%
Ronald Muhlenkamp
Muhlenkamp & Co
-10.36%
-740
-0.01%
0.10%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.25%
-76,736
-0.01%
1.13%
Current price: $92.83 92.78% AVG reported price*: $48.15
48 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.