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Morgan Stanley shares owned by Sunrise Partners Limited Partnership

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sunrise Partners Limited Partnership from 13F filings

Historical chart of Sunrise Partners Limited Partnership investment in Morgan Stanley

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All positions including Morgan Stanley held by Sunrise Partners Limited Partnership consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Sunrise Partners Limited Partnership

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 22k 93.25
2023-09-30 $12M 148k 81.67
2023-06-30 $9.3M 109k 85.40
2022-12-31 $1.4M 17k 85.02
2022-09-30 $924k 12k 78.94
2022-06-30 $10M 134k 76.06
2022-03-31 $11M 122k 87.41
2021-12-31 $17M 175k 98.17
2021-06-30 $9.1M 99k 91.63
2021-03-31 $20M 258k 77.67
2020-12-31 $2.0M 29k 68.55
2020-09-30 $4.5M 94k 48.35
2020-06-30 $12M 249k 48.28
2020-03-31 $848k 25k 34.00
2019-12-31 $22M 427k 51.12
2019-09-30 $8.0M 186k 42.65
2019-06-30 $8.4M 191k 43.81
2019-03-31 $6.1M 145k 42.21
2018-12-31 $5.4M 138k 39.28
2018-09-30 $16M 337k 46.57
2018-06-30 $6.5M 139k 47.00
2018-03-31 $16M 289k 53.94
2017-12-31 $17M 320k 52.50
2017-09-30 $25M 518k 48.16
2017-06-30 $20M 441k 44.57
2017-03-31 $17M 402k 42.84
2016-12-31 $14M 331k 41.73
2016-09-30 $6.7M 210k 32.07
2016-06-30 $4.0M 156k 25.98
2016-03-31 $4.6M 185k 25.00
2015-12-31 $5.4M 169k 31.81
2015-09-30 $9.4M 298k 31.50
2015-06-30 $25M 647k 38.80
2015-03-31 $205k 5.7k 35.70
2013-12-31 $678k 22k 30.73

More positions owned by Sunrise Partners Limited Partnership

Ishares Tr Iboxx Hi Yd Etf Call Option (HYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Sea Note 0.250% 9/1 (Principal)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Select Sector Spdr Tr Sbi Cons Discr Call Option (XLY)
Vnet Group Note 2/0 (Principal)
Select Sector Spdr Tr Indl Call Option (XLI)
Select Sector Spdr Tr Sbi Int-utils Call Option (XLU)
Invesco Qqq Tr Call Call Option (QQQ)
Select Sector Spdr Tr Sbi Cons Stpls Call Option (XLP)
Spdr Gold Tr Gold Shs Put Option (GLD)
Ishares Tr Put Call Option (EFA)
Ishares Tr Call Call Option (IYR)
Spdr Dow Jones Indl Average Ut Ser 1 Call Option (DIA)

View all positions for Sunrise Partners Limited Partnership

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley