MS — MORGAN STANLEY

Ownership history in Tuttle Capital Management, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Tuttle Capital Management, LLC 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
1.69% (2025 Q4)
Avg. % of fund
0.6%
First filed
2016 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,317 -2,865 -39.9% 1.69% $766K $176.56
2021 Q3 UNCHANGED 7,182 — 0% 0.31% $659K $83.89
2021 Q2 REDUCED 7,182 -1,415 -16.5% 0.29% $659K $78.47
2021 Q1 REDUCED 8,597 -4,896 -36.3% 0.26% $668K $66.18
2020 Q2 REDUCED 13,493 -9,204 -40.6% 0.46% $652K $40.37
2018 Q1 ADDED 22,697 +8,705 +62.2% 0.99% $1.2M $42.41
2017 Q4 ADDED 13,992 +4,953 +54.8% 0.89% $734K $41.06
2016 Q4 ADDED 9,039 +3,862 +74.6% 0.38% $381K $32.43
2016 Q3 INITIATED 5,177 — — 0.13% $165K $24.46
% 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%
← Back to Tuttle Capital Management, LLC Holdings