Morgan Stanley Incresed Positions in Q3 2024

Morgan Stanley

  • $1.35 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVA
Avista Corp

Utilities
200K
+ 19.62%
$33.57 - $39.64 $6.72M - $7.94M
1.22M $47.3M
FIW
First Trust Water ETF

ETFs
16.3K
+ 1.49%
$98.0 - $109.33 $1.6M - $1.78M
1.11M $121M
AVPT
Ave Point, Inc.

Technology
896K
+ 85.07%
$9.7 - $11.98 $8.69M - $10.7M
1.95M $22.9M
TGLS
Tecnoglass Inc.

Basic Materials
153K
+ 197.94%
$47.6 - $68.94 $7.29M - $10.6M
230K $15.8M
OSIS
Osi Systems Inc

Technology
62.4K
+ 36.34%
$134.78 - $154.28 $8.42M - $9.63M
234K $35.6M
ATHM
Autohome Inc.

Communication Services
316K
+ 102.53%
$22.43 - $33.02 $7.1M - $10.5M
625K $20.4M
DOLE
Dole PLC

Consumer Defensive
399K
+ 29.99%
$12.17 - $17.12 $4.86M - $6.83M
1.73M $28.2M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
69.6K
+ 6.21%
$70.02 - $76.68 $4.87M - $5.33M
1.19M $91.2M
IIPR
Innovative Industrial Properties Inc

Real Estate
22.2K
+ 6.36%
$107.56 - $136.78 $2.39M - $3.03M
371K $49.9M
FL
Foot Locker, Inc.

Consumer Cyclical
390K
+ 20.38%
$23.07 - $32.96 $9M - $12.9M
2.3M $59.5M
HLX
Helix Energy Solutions Group Inc

Energy
1.27M
+ 46.04%
$9.2 - $12.82 $11.7M - $16.2M
4.02M $44.6M
SIL
Global X Silver Miners ETF

ETFs
206K
+ 17.77%
$29.58 - $37.45 $6.09M - $7.71M
1.37M $47.9M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
914K
+ 54.64%
$10.96 - $12.01 $10M - $11M
2.59M $30.2M
ORCC
Owl Rock Capital Corp

Financial Services
877K
+ 14.02%
N/A
7.13M $95.5M
TRN
Trinity Industries Inc

Industrials
175K
+ 15.22%
$28.66 - $36.5 $5.01M - $6.38M
1.32M $46.1M
RVT
Royce Value Trust, Inc.

Financial Services
287K
+ 4.98%
$14.28 - $16.01 $4.1M - $4.6M
6.06M $95.2M
FFBC
First Financial Bancorp

Financial Services
346K
+ 35.26%
$21.7 - $28.09 $7.5M - $9.71M
1.33M $33.5M
HYD
Vaneck High Yield Muni ETF

ETFs
191K
+ 17.54%
$51.46 - $53.07 $9.81M - $10.1M
1.28M $67.8M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
125K
+ 79.26%
$66.28 - $79.27 $8.27M - $9.9M
282K $22.4M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
368K
+ 7.38%
$13.0 - $15.08 $4.78M - $5.55M
5.35M $76.1M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
88.6K
+ 6.43%
$39.95 - $45.86 $3.54M - $4.06M
1.47M $67M
EPP
Ishares Inc

ETFs
32.3K
+ 1.9%
$41.3 - $48.84 $1.33M - $1.58M
1.73M $84.7M
PATK
Patrick Industries Inc

Consumer Cyclical
37.4K
+ 20.45%
$105.01 - $146.96 $3.93M - $5.5M
221K $31.4M
TPYP
Managed Portfolio Ser Tortoise

ETFs
115K
+ 3.73%
$28.68 - $32.0 $3.31M - $3.69M
3.21M $101M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
86.5K
+ 5.7%
$56.88 - $63.65 $4.92M - $5.51M
1.6M $101M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
214K
+ 27.88%
$48.27 - $49.43 $10.3M - $10.6M
980K $48.4M
LYG
Lloyds Banking Group PLC

Financial Services
1.37M
+ 7.44%
$2.73 - $3.17 $3.74M - $4.34M
19.8M $61.4M
USTB
Victory Portfolios Ii Victorys

ETFs
212K
+ 46.61%
$49.79 - $50.91 $10.6M - $10.8M
668K $33.9M
IXJ
Ishares Global Healthcare ETF

ETFs
83.3K
+ 14.53%
$91.63 - $101.25 $7.63M - $8.43M
657K $64.5M
VLY
Valley National Bancorp

Financial Services
169K
+ 3.64%
$6.58 - $9.34 $1.11M - $1.58M
4.81M $43.6M
SON
Sonoco Products CO

Consumer Cyclical
139K
+ 15.38%
$48.33 - $56.57 $6.74M - $7.89M
1.05M $57.1M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
99.8K
+ 13.59%
$58.21 - $69.9 $5.81M - $6.97M
834K $54.9M
BOH
Bank Of Hawaii Corp

Financial Services
134K
+ 27.76%
$56.24 - $69.13 $7.53M - $9.26M
616K $38.7M
TCMD
Tactile Systems Technology Inc

Healthcare
409K
+ 21.5%
$11.29 - $14.61 $4.62M - $5.98M
2.31M $33.8M
GIL
Gildan Activewear Inc.

Consumer Cyclical
81.8K
+ 10.47%
$37.71 - $47.5 $3.09M - $3.89M
863K $40.7M
APPF
Appfolio Inc

Technology
53.9K
+ 30.83%
$204.33 - $270.02 $11M - $14.5M
229K $53.8M
THG
Hanover Insurance Group, Inc.

Financial Services
9.63K
+ 2.28%
$123.93 - $149.6 $1.19M - $1.44M
433K $64.1M
LXP
Lxp Industrial Trust

Real Estate
749K
+ 20.11%
$9.14 - $10.46 $6.84M - $7.83M
4.47M $44.9M
MMYT
Make My Trip LTD

Consumer Cyclical
88.4K
+ 5.24%
$86.09 - $86.09 $7.61M - $7.61M
1.77M $153M
AXSM
Axsome Therapeutics, Inc.

Healthcare
88.2K
+ 27.38%
$78.93 - $95.84 $6.96M - $8.45M
410K $36.9M
HRI
Herc Holdings Inc

Industrials
10.4K
+ 2.95%
$125.03 - $159.53 $1.3M - $1.66M
364K $58.1M
NWL
Newell Brands Inc.

Consumer Defensive
733K
+ 17.63%
$5.73 - $8.91 $4.2M - $6.53M
4.89M $37.6M
NWN
Northwest Natural Holding CO

Utilities
193K
+ 30.83%
$35.25 - $40.82 $6.81M - $7.89M
820K $33.5M
PPBI
Pacific Premier Bancorp Inc

Financial Services
311K
+ 22.69%
$21.86 - $28.26 $6.79M - $8.78M
1.68M $42.3M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
400K
+ 21.05%
$9.39 - $13.59 $3.75M - $5.43M
2.3M $31.2M
RLI
Rli Corp

Financial Services
7.49K
+ 1.11%
$137.07 - $154.98 $1.03M - $1.16M
680K $105M
BEAM
Beam Therapeutics Inc.

Healthcare
404K
+ 50.25%
$22.57 - $33.14 $9.12M - $13.4M
1.21M $29.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
606
+ 0.02%
$46.17 - $51.13 $28K - $31K
2.46M $126M
RJF
Raymond James Financial Inc

Financial Services
104K
+ 5.97%
$106.39 - $125.13 $11M - $13M
1.84M $226M
Activity Summary
Buys All Purchases 4377 New Holdings 451 Increased Positions 3926 Sells All Sells 2815 Reductions 2815 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email