MORGAN STANLEY

MS stock holders 13F

4 superinvestors reported owning MS (Common Stock) according to the gurus' 2023 Q1 reports.

Top 4 gurus who own (MS) MORGAN STANLEY

The 4 super investors (holders) owning MS (by the percentage (%) of portfolio) are David Katz - Matrix Advisors Value Fund (3.96%), Jim Cullen - Cullen Value Fund (3.03%), Ravenel Boykin Curry IV - Eagle Capital Management (2.18%) and Edgar Wachenheim III - Greenhaven Associates (0.01%) as of their 2023 Q1 reports.

To check the latest activities of the top MS shareholders between value investors, please click on the "Activity" tab.

To see the historical data of MS's holders please click on the "2023 Q1" dropdown menu and select the date.

# of holders: 4
Period: 2023 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
David Katz
Matrix Advisors Value Fund
3.96%
21,903
$87.80
$1,923,149
-1.79% (-398)
-0.07%
Edgar Wachenheim III
Greenhaven Associates
0.01%
8,300
$87.80
$728,740
Jim Cullen
Cullen Value Fund
3.03%
5,360
$87.80
$470,679
Ravenel Boykin Curry IV
Eagle Capital Management
2.18%
5,438,797
$87.80
$477,526,377
-25.16% (-1,828,871)
-0.73%
Current price: $116.25 32.40% AVG reported hold price*: $87.80

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Harry Burn
Sound Shore Management
619,501
-1.98%

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.