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MS - Morgan Stanley Stock Price, Fair Value and News
93.76
USD
+1.67
(+1.81%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold MS recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
PARSONS CAPITAL MANAGEMENT INC/RI
REDUCED
Premium
Premium
Premium
Premium
11,293
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
1,700,120
2024-04-22
America First Investment Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
556
2024-04-22
Hanson & Doremus Investment Management
REDUCED
Premium
Premium
Premium
Premium
1,025
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
403,112
2024-04-22
DONALDSON CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
18,577
2024-04-22
Kessler Investment Group, LLC
NEW
Premium
Premium
Premium
Premium
15.00
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
305,606
2024-04-22
Boston Trust Walden Corp
UNCHANGED
Premium
Premium
Premium
Premium
2,423
2024-04-22
Consolidated Investment Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
51,600
2024-04-22
Strategic Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
16,478
2024-04-22
Oakworth Capital, Inc.
ADDED
Premium
Premium
Premium
Premium
5,144
2024-04-22
Westbourne Investment Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
76,442
2024-04-22
Nicholas Hoffman & Company, LLC.
REDUCED
Premium
Premium
Premium
Premium
5,922
2024-04-22
IFM Investors Pty Ltd
REDUCED
Premium
Premium
Premium
Premium
249,002
2024-04-22
Essex Savings Bank
UNCHANGED
Premium
Premium
Premium
Premium
3,950
2024-04-22
Xcel Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
58,945
2024-04-22
Relyea Zuckerberg Hanson LLC
ADDED
Premium
Premium
Premium
Premium
11,637
2024-04-22
Rosenberg Matthew Hamilton
ADDED
Premium
Premium
Premium
Premium
3,761
2024-04-22
Greystone Financial Group, LLC
ADDED
Premium
Premium
Premium
Premium
105,819
2024-04-22
Stonegate Investment Group, LLC
REDUCED
Premium
Premium
Premium
Premium
36,016
2024-04-22
WEALTH EFFECTS LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,756
2024-04-22
Byrne Asset Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
309
2024-04-22
Nilsine Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
9,386
2024-04-22
Arista Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
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Rows per page:
10
25
50
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1–25 of 1839
Which funds are the top buyers of MS?
Fund Name
# Shares
$ Value
% Port.
MITSUBISHI UFJ FINANCIAL GROUP INC
377,085,000
35,163,200,000
100.00%
STATE STREET CORP
113,916,000
10,622,700,000
0.52%
VANGUARD GROUP INC
109,043,000
10,168,200,000
0.22%
BlackRock Inc.
90,499,200
8,439,050,000
0.22%
JPMORGAN CHASE & CO
59,940,000
5,589,410,000
0.54%
WELLINGTON MANAGEMENT GROUP LLP
38,451,100
3,585,560,000
0.67%
Capital International Investors
24,499,500
2,284,670,000
0.51%
GEODE CAPITAL MANAGEMENT, LLC
23,861,900
2,218,870,000
0.23%
GOLDMAN SACHS GROUP INC
22,311,500
2,080,550,000
0.19%
BANK OF AMERICA CORP /DE/
20,966,900
1,955,160,000
0.20%
Rows per page:
10
1–10 of 83
Which funds have put a big percent of portfolio in MS?
Fund Name
$ Value
% Port.
MITSUBISHI UFJ FINANCIAL GROUP INC
35,163,200,000
100.00%
Voleon Capital Management LP
38,030,000
10.86%
New Republic Capital, LLC
9,499,660
6.76%
BRIDGER MANAGEMENT, LLC
16,963,500
6.50%
BOCHK Asset Management Ltd
9,921,750
6.10%
Focused Investors LLC
167,883,000
5.43%
ONTARIO TEACHERS PENSION PLAN BOARD
512,867,000
5.08%
Sadoff Investment Management LLC
64,438,000
5.02%
Socorro Asset Management LP
10,529,100
4.65%
RBF Capital, LLC
75,572,800
4.57%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold MS
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
958,105,000
ONTARIO TEACHERS PENSION PLAN BOARD
512,867,000
Unisphere Establishment
220,536,000
Susquehanna Portfolio Strategies, LLC
47,450,200
AustralianSuper Pty Ltd
41,199,400
Optiver Holding B.V.
38,363,600
Holocene Advisors, LP
34,765,300
PAYDEN & RYGEL
31,770,000
Additions
Fund Name
% Increased
Spartan Planning & Wealth Management
68,950
T. Rowe Price Investment Management, Inc.
24,013
Delos Wealth Advisors, LLC
13,333
Compagnie Lombard Odier SCmA
8,000
L2 Asset Management, LLC
5,697
CGC Financial Services, LLC
5,200
CHILTON INVESTMENT CO INC.
3,327
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
2,669
Reductions
Fund Name
% Reduced
HWG Holdings LP
-99.21
ExodusPoint Capital Management, LP
-97.98
SAPIENT CAPITAL LLC
-97.62
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
-97.46
SIGNET FINANCIAL MANAGEMENT, LLC
-93.91
Epoch Investment Partners, Inc.
-93.53
Qube Research & Technologies Ltd
-92.13
HRT FINANCIAL LP
-92.06
Sold off
Fund Name
$ Sold
EMINENCE CAPITAL, LP
-80,534,700
EMINENCE CAPITAL, LP
-80,534,700
Canoe Financial LP
-49,213,400
Select Equity Group, L.P.
-46,164,900
KETTLE HILL CAPITAL MANAGEMENT, LLC
-27,251,500
MIZUHO MARKETS AMERICAS LLC
-22,007,600
Zurich Insurance Group Ltd/FI
-14,322,600
Bayesian Capital Management, LP
-8,657,020