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
2017 Q2 (3 results)
John Armitage
Egerton Capital
+0.33%
+10,749
+0.00%
1.48%
Ronald Muhlenkamp
Muhlenkamp & Co
+11.56%
+752
+0.01%
0.11%
Ravenel Boykin Curry IV
Eagle Capital Management
-52.87%
-6,911,121
-1.20%
1.07%
Current price: $92.83 108.41% AVG reported price*: $44.54
2017 Q1 (3 results)
John Armitage
Egerton Capital
+48.08%
+1,069,925
+0.50%
1.53%
Ravenel Boykin Curry IV
Eagle Capital Management
-5.57%
-770,470
-0.13%
2.29%
Jeffrey Ubben
ValueAct Holdings
-33.52%
-9,016,380
-3.23%
6.41%
Current price: $92.83 116.69% AVG reported price*: $42.84
2016 Q4 (3 results)
John Armitage
Egerton Capital
buy
+2,225,381
+1.14%
1.14%
Ravenel Boykin Curry IV
Eagle Capital Management
-8.01%
-1,206,109
-0.22%
2.47%
Jeffrey Ubben
ValueAct Holdings
-35.80%
-14,999,000
-5.20%
9.33%
Current price: $92.83 119.72% AVG reported price*: $42.25
2016 Q3 (3 results)
Jeffrey Ubben
ValueAct Holdings
+10.26%
+3,900,000
+1.09%
11.69%
Ronald Muhlenkamp
Muhlenkamp & Co
buy
+6,505
+0.08%
0.08%
Ravenel Boykin Curry IV
Eagle Capital Management
-4.70%
-741,988
-0.10%
2.08%
Current price: $92.83 189.34% AVG reported price*: $32.08
2016 Q2 (2 results)
Jeffrey Ubben
ValueAct Holdings
buy
+38,000,000
+8.96%
8.96%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.55%
-248,999
-0.03%
1.76%
Current price: $92.83 257.31% AVG reported price*: $25.98
2016 Q1 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-1.16%
-188,163
-0.02%
1.68%
Ronald Muhlenkamp
Muhlenkamp & Co
-100.00%
-320,475
-4.20%
0.00%
Daniel Loeb
Third Point
-100.00%
-3,000,000
-0.89%
0.00%
Current price: $92.83 271.17% AVG reported price*: $25.01
2015 Q4 (3 results)
Daniel Loeb
Third Point
buy
+3,000,000
+0.97%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+0.83%
+133,515
+0.02%
2.11%
Ronald Muhlenkamp
Muhlenkamp & Co
-0.03%
-90
-0.00%
0.00%
Current price: $92.83 191.83% AVG reported price*: $31.81
2015 Q3 (2 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.05%
+165
+0.00%
3.11%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.89%
-310,567
-0.04%
2.22%
Current price: $92.83 194.70% AVG reported price*: $31.50
2015 Q2 (2 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.10%
+310
+0.00%
2.80%
Ravenel Boykin Curry IV
Eagle Capital Management
-28.28%
-6,469,236
-0.99%
2.50%
Current price: $92.83 139.32% AVG reported price*: $38.79
2015 Q1 (2 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+0.04%
+120
+0.00%
2.42%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.59%
-368,596
-0.05%
3.03%
Current price: $92.83 160.10% AVG reported price*: $35.69
2014 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-3.02%
-723,940
-0.11%
3.40%
Current price: $92.83 139.25% Reported price*: $38.80
2014 Q3 (3 results)
Ronald Muhlenkamp
Muhlenkamp & Co
+1.59%
+5,000
+0.03%
2.02%
Bill Miller
Miller Value Partners
-100.00%
-640,275
-0.88%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-15.13%
-4,273,475
-0.57%
3.20%
Current price: $92.83 168.53% AVG reported price*: $34.57
2014 Q2 (3 results)
Ronald Muhlenkamp
Muhlenkamp & Co
-1.40%
-4,465
-0.03%
1.81%
Bill Miller
Miller Value Partners
-9.47%
-66,950
-0.09%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-6.96%
-2,111,055
-0.27%
3.62%
Current price: $92.83 187.13% AVG reported price*: $32.33
2014 Q1 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+1.05%
+315,708
+0.04%
3.84%
Ronald Muhlenkamp
Muhlenkamp & Co
+2,547.62%
+307,370
+1.70%
1.77%
Bill Miller
Miller Value Partners
-0.10%
-700
-0.00%
0.88%
Current price: $92.83 197.81% AVG reported price*: $31.17
2013 Q4 (3 results)
Bill Miller
Miller Value Partners
+4.20%
+28,550
+0.04%
1.03%
Ronald Muhlenkamp
Muhlenkamp & Co
+7.15%
+805
+0.00%
0.07%
Ravenel Boykin Curry IV
Eagle Capital Management
-0.42%
-125,881
-0.02%
4.03%
Current price: $92.83 196.11% AVG reported price*: $31.35
2013 Q3 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+1.87%
+554,078
+0.07%
3.94%
Bill Miller
Miller Value Partners
+3.56%
+23,325
+0.04%
1.13%
Current price: $92.83 244.44% AVG reported price*: $26.95
2013 Q2 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+29,607,974
+3.87%
3.87%
Bill Miller
Miller Value Partners
buy
+656,050
+1.11%
1.11%
Ronald Muhlenkamp
Muhlenkamp & Co
buy
+11,260
+0.06%
0.06%
Current price: $92.83 280.02% AVG reported price*: $24.43
44 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.