MS — MORGAN STANLEY

Ownership history in Azora Capital LP  ·  5 quarters on record

This page tracks every 13F SEC filing in which Azora Capital LP reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.25% (2019 Q1)
Avg. % of fund
4.93%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 205,630 -879,069 -81.0% 1.51% $32.7M $157.13
2020 Q2 ADDED 1,084,699 +905,371 +504.9% 8.56% $52.4M $40.37
2020 Q1 REDUCED 179,328 -31,393 -14.9% 2.36% $6.1M $28.17
2019 Q3 REDUCED 210,721 -1,274,250 -85.8% 1.99% $9.0M $34.86
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% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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