Morgan Stanley (MS)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:373
% of all portfolios:0.043%
Hold Price * :$94.16
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q3  2015
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 13.01% 6,900 0.50
Q2  2015
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 5.69% 3,200 0.20
≡ Richard Pzena - Hancock Classic Value Reduce 18.20% 326,400 0.58
Q1  2015
≡ Richard Pzena - Hancock Classic Value Reduce 2.12% 38,850 0.06
Q4  2014
≡ David Katz - Matrix Asset Advisors Reduce 13.43% 9,000 0.47
≡ Richard Pzena - Hancock Classic Value Reduce 22.03% 517,700 0.76
Q3  2014
≡ David Katz - Matrix Asset Advisors Reduce 10.07% 7,500 0.35
Q2  2014
≡ Richard Pzena - Hancock Classic Value Add 21.16% 410,300 0.48
≡ David Katz - Matrix Asset Advisors Add 5.67% 4,000 0.16
≡ Prem Watsa - Fairfax Financial Holdings Sell 100.00% 24,500 0.03
Q1  2014
≡ Charles Bobrinskoy - Ariel Focus Fund Add 9.33% 4,800 0.25
≡ Prem Watsa - Fairfax Financial Holdings Buy 24,500 0.03
≡ Richard Pzena - Hancock Classic Value Reduce 1.31% 25,679 0.03
≡ David Katz - Matrix Asset Advisors Reduce 8.44% 6,500 0.25
Q4  2013
≡ David Katz - Matrix Asset Advisors Reduce 7.23% 6,000 0.24
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 18.66% 11,800 0.65
Q3  2013
≡ David Katz - Matrix Asset Advisors Add 1.22% 1,000 0.04
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 12.94% 9,400 0.49
Q2  2013
≡ Richard Pzena - Hancock Classic Value Add 11.86% 208,350 0.23
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 7.39% 5,800 0.30
Q1  2013
≡ Richard Pzena - Hancock Classic Value Add 10.60% 168,350 0.17
≡ David Katz - Matrix Asset Advisors Reduce 7.87% 7,000 0.27
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 29.67% 33,100 1.58
Q4  2012
≡ Richard Pzena - Hancock Classic Value Add 7.35% 108,675 0.14
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 2.62% 3,000 0.14
≡ David Katz - Matrix Asset Advisors Reduce 9.64% 9,500 0.35
≡ David Tepper - Appaloosa Management Sell 100.00% 500,000 0.24
Q3  2012
≡ Richard Pzena - Hancock Classic Value Add 4.40% 62,400 0.07
≡ David Tepper - Appaloosa Management Buy 500,000 0.24
≡ David Katz - Matrix Asset Advisors Reduce 10.86% 12,000 0.35
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 16.17% 22,100 0.85
Q2  2012
≡ Charles Bobrinskoy - Ariel Focus Fund Add 53.80% 47,800 1.62
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 378,000 1.31
Q1  2012
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 15.18% 15,900 0.68
≡ Richard Pzena - Hancock Classic Value Reduce 20.96% 375,875 0.43
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 200 0.00
Q4  2011
≡ Robert Olstein - Olstein Capital Management Reduce 3.08% 12,000 0.04
Q3  2011
≡ Robert Olstein - Olstein Capital Management Add 41.82% 115,000 0.33
≡ Charles Bobrinskoy - Ariel Focus Fund Add 21.87% 18,800 0.60
≡ Richard Pzena - Hancock Classic Value Add 5.78% 98,000 0.10
≡ David Katz - Matrix Asset Advisors Add 3.27% 3,500 0.06
≡ Thomas Russo - Gardner Russo & Quinn Buy 200 0.00
≡ Bruce Berkowitz - Fairholme Capital Sell 100.00% 34,755,900 5.80
Q2  2011
≡ Robert Olstein - Olstein Capital Management Add 14.58% 35,000 0.14
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 1.15% 1,000 0.05
Q1  2011
≡ Bruce Berkowitz - Fairholme Capital Add 3.15% 1,061,700 0.23
≡ David Katz - Matrix Asset Advisors Add 1.90% 2,000 0.05
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 3.23% 2,900 0.15
≡ Harry Burn - Sound Shore Sell 100.00% 1,835,300 2.67
Q4  2010
≡ Bruce Berkowitz - Fairholme Capital Add 11.81% 3,559,400 0.70
≡ Harry Burn - Sound Shore Add 9.14% 153,700 0.22
≡ David Katz - Matrix Asset Advisors Add 2.94% 3,000 0.08
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 2.07% 1,900 0.10
≡ Richard Pzena - Hancock Classic Value Reduce 3.25% 57,000 0.07
Q3  2010
≡ Bruce Berkowitz - Fairholme Capital Add 1369.92% 28,084,700 7.59
≡ David Katz - Matrix Asset Advisors Add 4.08% 4,000 0.11
≡ Robert Olstein - Olstein Capital Management Add 0.84% 2,000 0.01
Q2  2010
≡ Charles Bobrinskoy - Ariel Focus Fund Add 44.60% 28,300 1.37
≡ Robert Olstein - Olstein Capital Management Add 9.68% 21,000 0.09
≡ Bruce Berkowitz - Fairholme Capital Buy 2,050,100 0.56
≡ Harry Burn - Sound Shore Reduce 6.18% 110,700 0.16
Q1  2010
≡ Harry Burn - Sound Shore Add 23.62% 342,500 0.47
≡ Charles Bobrinskoy - Ariel Focus Fund Add 11.22% 6,400 0.47
≡ Robert Olstein - Olstein Capital Management Buy 217,000 1.03
≡ Richard Pzena - Hancock Classic Value Reduce 1.68% 29,975 0.03
Q4  2009
≡ David Katz - Matrix Asset Advisors Add 2.62% 2,500 0.07
≡ Harry Burn - Sound Shore Reduce 12.68% 210,500 0.31
Q3  2009
≡ Harry Burn - Sound Shore Add 31.56% 398,300 0.62
≡ Charles Bobrinskoy - Ariel Focus Fund Buy 57,050 5.12
Q2  2009
≡ Harry Burn - Sound Shore Buy 1,262,000 2.14
≡ David Katz - Matrix Asset Advisors Reduce 2.55% 2,500 0.09
Q1  2009
≡ Richard Pzena - Hancock Classic Value Reduce 17.48% 377,375 0.49
≡ David Katz - Matrix Asset Advisors Reduce 20.97% 26,000 0.86
≡ David Tepper - Appaloosa Management Sell 100.00% 7,475,259 31.88
Q4  2008
≡ David Katz - Matrix Asset Advisors Add 10.71% 12,000 0.23
≡ David Tepper - Appaloosa Management Buy 7,475,259 31.88
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 3,850,000 3.63
Q3  2008
≡ Bill Nygren - Oakmark Select Fund Add 35.09% 1,000,000 0.94
≡ David Katz - Matrix Asset Advisors Reduce 3.03% 3,500 0.08
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 34,500 3.31
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 603,900 2.38
Q2  2008
≡ Charles Bobrinskoy - Ariel Focus Fund Add 35.83% 9,100 0.87
≡ Bill Nygren - Oakmark Select Fund Reduce 1.72% 50,000 0.07
≡ Robert Olstein - Olstein Capital Management Reduce 8.97% 59,500 0.23
≡ David Katz - Matrix Asset Advisors Reduce 12.83% 17,000 0.50
≡ Richard Pzena - Hancock Classic Value Reduce 19.57% 525,425 0.49
Q1  2008
≡ David Katz - Matrix Asset Advisors Add 18.30% 20,500 0.73
≡ Robert Olstein - Olstein Capital Management Add 8.86% 54,000 0.22
≡ Charles Bobrinskoy - Ariel Focus Fund Add 8.09% 1,900 0.22
≡ Bill Nygren - Oakmark Select Fund Buy 2,900,000 4.13
Q4  2007
≡ Robert Olstein - Olstein Capital Management Add 44.82% 188,600 0.71
≡ Richard Pzena - Hancock Classic Value Add 14.33% 336,550 0.30
≡ Charles Bobrinskoy - Ariel Focus Fund Buy 23,500 3.05
≡ David Katz - Matrix Asset Advisors Reduce 1.75% 2,000 0.07
Q3  2007
≡ David Katz - Matrix Asset Advisors Add 48.05% 37,000 1.14
≡ Robert Olstein - Olstein Capital Management Add 44.26% 129,100 0.52
Q2  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 13,800 3.07
≡ Harry Burn - Sound Shore Sell 100.00% 482,500 1.35
Q1  2007
≡ Robert Olstein - Olstein Capital Management Add 105.86% 150,000 0.73
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 18.82% 3,200 0.71

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.