Current Value of Holding

$104M

Shares

476k

% of Portfolio

0.30%

Average Buy Price

$25.2

Avg closing price
Price range

53 Richard Pzena Morgan Stanley Trades

Richard Pzena acquired 476k Morgan Stanley shares worth $104M. That's 0.30% of their equity portfolio (58th largest holding). The first Morgan Stanley trade was made in Q1 2013. Since then Richard Pzena bought shares thirteen more times and sold shares on 39 occasions. The stake costed the investor $12M, netting the investor a gain of 768% so far.

Avg closing price
Price range
Increased shares by 0.9% (+4.13k shares) Q1 2026
Avg closing price $175.70
Price range $154.37 - $191.23
Sold 39.9% shares (-313k shares) Q4 2025
Avg closing price $166.82
Price range $151.86 - $181.87
Sold 0.7% shares (-5.57k shares) Q3 2025
Avg closing price $147.65
Price range $139.09 - $161.16
Increased shares by 3.7% (+28k shares) Q2 2025
Avg closing price $122.80
Price range $99.83 - $140.86
Increased shares by 1.9% (+14.2k shares) Q1 2025
Avg closing price $129.14
Price range $111.68 - $141.05
Sold 0.2% shares (-1.2k shares) Q4 2024
Avg closing price $123.47
Price range $104.42 - $134.98
Increased shares by 0.0% (+365 shares) Q3 2024
Avg closing price $100.74
Price range $92.07 - $106.96
Sold 0.3% shares (-2.01k shares) Q2 2024
Avg closing price $95.19
Price range $86.19 - $101.53
Increased shares by 0.3% (+2.04k shares) Q1 2024
Avg closing price $88.06
Price range $83.90 - $94.16
Increased shares by 0.1% (+545 shares) Q4 2023
Avg closing price $80.00
Price range $70.40 - $93.66
Sold 0.1% shares (-950 shares) Q3 2023
Avg closing price $86.65
Price range $81.65 - $94.67
Sold 0.6% shares (-4.26k shares) Q2 2023
Avg closing price $85.52
Price range $81.22 - $91.12
Sold 0.6% shares (-4.2k shares) Q1 2023
Avg closing price $93.33
Price range $83.95 - $100.83
Sold 0.6% shares (-4.86k shares) Q4 2022
Avg closing price $85.23
Price range $75.30 - $93.07
Sold 2.0% shares (-15.4k shares) Q3 2022
Avg closing price $84.29
Price range $74.69 - $92.02
Sold 6.5% shares (-54k shares) Q2 2022
Avg closing price $81.91
Price range $72.90 - $90.61
Sold 18.3% shares (-186k shares) Q1 2022
Avg closing price $96.48
Price range $83.31 - $108.73
Sold 41.9% shares (-736k shares) Q4 2021
Avg closing price $99.61
Price range $94.82 - $104.66
Sold 27.2% shares (-655k shares) Q3 2021
Avg closing price $99.08
Price range $87.64 - $105.45
Sold 27.4% shares (-910k shares) Q2 2021
Avg closing price $85.75
Price range $77.29 - $93.96

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