Morgan Stanley Incresed Positions in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
457K
+ 6.4%
N/A
7.59M $102M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
311K
+ 9.45%
$23.88 - $24.32 $7.43M - $7.57M
3.6M $86.3M
EWM
Ishs Msci Malaysia ETF

ETFs
279K
+ 93.44%
$23.61 - $26.95 $6.6M - $7.53M
578K $14.2M
PCT
Pure Cycle Technologies, Inc.

Industrials
514K
+ 48.07%
$8.81 - $14.3 $4.53M - $7.35M
1.58M $16.2M
ATEC
Alphatec Holdings, Inc.

Healthcare
201K
+ 17.18%
$4.98 - $10.48 $1M - $2.11M
1.37M $12.6M
RWK
Invesco Exchange Traded Fd Tr

ETFs
52.9K
+ 5.25%
$114.67 - $126.49 $6.07M - $6.69M
1.06M $123M
KIM
Kimco Realty Corp

Real Estate
200K
+ 3.13%
$22.75 - $25.78 $4.56M - $5.17M
6.59M $154M
BLND
Blend Labs, Inc.

Technology
1.28M
+ 95.18%
$3.31 - $5.35 $4.25M - $6.87M
2.63M $11.1M
RRX
Regal Rexnord Corp

Industrials
71.3K
+ 14.95%
$153.56 - $182.22 $10.9M - $13M
548K $85M
MGC
Vanguard Mega Cap ETF

ETFs
10.3K
+ 1.63%
$204.21 - $220.18 $2.1M - $2.26M
641K $136M
THG
Hanover Insurance Group, Inc.

Financial Services
20.2K
+ 4.68%
$144.81 - $165.01 $2.93M - $3.34M
453K $70M
FULC
Fulcrum Therapeutics, Inc.

Healthcare
1.18M
+ 336.78%
$2.97 - $4.84 $3.51M - $5.72M
1.53M $7.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
67.2K
+ 5.87%
$100.24 - $101.35 $6.74M - $6.81M
1.21M $122M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
26.4K
+ 12.15%
$72.67 - $99.25 $1.92M - $2.62M
244K $21.9M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
396K
+ 129.69%
$8.04 - $13.27 $3.18M - $5.25M
700K $8.36M
BEKE
Ke Holdings Inc.

Real Estate
1.36M
+ 9.94%
$18.38 - $25.8 $25M - $35.2M
15.1M $279M
MLN
Vaneck Long Muni ETF

ETFs
354K
+ 29.19%
$17.61 - $18.29 $6.24M - $6.48M
1.57M $28M
IDNA
Ishares Tr Genomics Immunology

ETFs
262K
+ 452.9%
$22.38 - $25.53 $5.87M - $6.69M
320K $7.24M
KIDS
Orthopediatrics Corp

Healthcare
358K
+ 56.43%
$21.92 - $30.95 $7.85M - $11.1M
992K $23M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
184K
+ 5.78%
N/A
3.37M $106M
SBSW
Sibanye Stillwater LTD

Basic Materials
2.35M
+ 95.91%
$3.24 - $5.22 $7.63M - $12.3M
4.81M $15.9M
VIRT
Virtu Financial, Inc.

Financial Services
44.4K
+ 5.59%
$30.43 - $37.95 $1.35M - $1.68M
838K $29.9M
CGXU
Capital Group Intl Focus Equit

ETFs
451K
+ 19.2%
$24.67 - $26.94 $11.1M - $12.2M
2.8M $69.1M
BORR
Borr Drilling LTD

Energy
1.84M
+ 202.25%
$3.36 - $5.65 $6.17M - $10.4M
2.74M $10.7M
STLD
Steel Dynamics Inc

Basic Materials
58.1K
+ 2.41%
N/A
2.47M $242M
FNDX
Schwab Fundamental U S Large C

ETFs
2.82M
+ 221.97%
$23.49 - $71.77 $66.2M - $202M
4.09M $96.8M
SHLS
Shoals Technologies Group, Inc.

Technology
1.04M
+ 85.83%
$4.15 - $6.14 $4.33M - $6.41M
2.26M $12.5M
QNST
Quinstreet, Inc

Communication Services
149K
+ 26.56%
$18.28 - $24.7 $2.72M - $3.68M
710K $16.4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
182K
+ 657.56%
$31.33 - $35.13 $5.72M - $6.41M
210K $6.61M
AVXL
Anavex Life Sciences Corp.

Healthcare
186K
+ 25.83%
$5.11 - $12.56 $948K - $2.33M
904K $9.71M
M
Macy'S, Inc.

Consumer Cyclical
125K
+ 4.44%
$14.56 - $18.1 $1.82M - $2.27M
2.95M $49.9M
AX
Axos Financial, Inc.

Financial Services
10K
+ 1.45%
$59.93 - $86.6 $602K - $869K
705K $49.2M
APA
Apa Corp

Energy
545K
+ 10.13%
$20.47 - $27.07 $11.2M - $14.7M
5.92M $137M
IGF
Ishares Global Infrastructure

ETFs
130K
+ 22.09%
$51.2 - $55.7 $6.64M - $7.22M
716K $37.4M
GLP
Global Partners LP

Energy
118K
+ 23.08%
$44.65 - $57.06 $5.28M - $6.75M
631K $29.4M
IEZ
Ishares Tr

ETFs
289K
+ 33.0%
$18.93 - $22.09 $5.47M - $6.39M
1.16M $23.1M
JHMM
John Hancock Multifactor Mid C

ETFs
113K
+ 4.11%
$59.61 - $64.8 $6.76M - $7.35M
2.87M $172M
TALK
Talkspace, Inc.

Healthcare
1.42M
+ 131.72%
$2.11 - $3.61 $3M - $5.13M
2.5M $7.73M
ARGT
Global X Msci Argentina ETF

ETFs
47.2K
+ 49.4%
$66.16 - $88.28 $3.12M - $4.16M
143K $11.8M
HTZ
Hertz Global Holdings, Inc

Industrials
1.3M
+ 67.58%
$2.78 - $4.92 $3.62M - $6.41M
3.23M $11.8M
GSHD
Goosehead Insurance, Inc.

Financial Services
10.9K
+ 4.54%
$87.63 - $129.69 $959K - $1.42M
252K $27M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
26.4K
+ 3.22%
$100.18 - $109.1 $2.65M - $2.88M
848K $89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.68M
+ 237.78%
$25.79 - $80.4 $43.3M - $135M
2.39M $62.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.27M
+ 215.77%
$22.01 - $66.82 $50M - $152M
3.32M $75.4M
EPOL
Ishares Tr Msci Poland ETF

ETFs
279K
+ 226.55%
$20.87 - $23.94 $5.82M - $6.67M
402K $8.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.05M
+ 6.81%
$31.23 - $33.51 $32.7M - $35.1M
16.4M $517M
SA
Seabridge Gold Inc

Basic Materials
590K
+ 229.4%
$11.27 - $20.51 $6.65M - $12.1M
848K $9.67M
MCHI
Ishares Msci China ETF

ETFs
299K
+ 13.95%
$46.1 - $59.67 $13.8M - $17.8M
2.44M $114M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
72.6K
+ 4.19%
$24.76 - $27.53 $1.8M - $2M
1.81M $48.9M
Activity Summary
Buys All Purchases 4054 New Holdings 464 Increased Positions 3590 Sells All Sells 3647 Reductions 3221 Sold out 426 Options Calls 0 Puts 0
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