Morgan Stanley Incresed Positions in Q3 2024

Morgan Stanley

  • $1.35 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRC
California Resources Corp

Energy
114K
+ 24.09%
$43.29 - $54.04 $4.95M - $6.18M
589K $30.9M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.99K
+ 0.33%
$68.79 - $76.02 $206K - $227K
916K $69.6M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
152K
+ 3.56%
$18.12 - $18.92 $2.76M - $2.88M
4.42M $83.2M
VDE
Vanguard Energy ETF

ETFs
112K
+ 7.06%
$117.44 - $131.06 $13.2M - $14.7M
1.7M $209M
BIGZ
Black Rock Innovation & Growth Trust
516K
+ 9.57%
$6.75 - $7.61 $3.48M - $3.93M
5.91M $44.6M
BKH
Black Hills Corp

Utilities
11.5K
+ 1.58%
$53.42 - $61.53 $612K - $705K
739K $45.1M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
54.8K
+ 25.9%
$70.98 - $81.42 $3.89M - $4.46M
266K $21.5M
VBTX
Veritex Holdings, Inc.

Financial Services
48.8K
+ 5.93%
$20.28 - $26.48 $989K - $1.29M
871K $22.9M
KCE
Spdr S&P Capital Markets ETF

ETFs
26K
+ 16.34%
$110.03 - $126.01 $2.86M - $3.27M
185K $23.1M
HCKT
Hackett Group, Inc.

Technology
123K
+ 23.97%
$21.18 - $27.28 $2.6M - $3.35M
636K $16.7M
HSC
Harsco Corp

Industrials
767K
+ 64.26%
N/A
1.96M $14.1M
SKOR
Flexshares Tr Credit Scored Us

ETFs
108K
+ 83.55%
$47.19 - $49.21 $5.08M - $5.3M
237K $11.6M
FBNC
First Bancorp

Financial Services
61.5K
+ 20.28%
$31.65 - $44.54 $1.95M - $2.74M
365K $15.2M
EDV
Vanguard Extended Duration Tre

ETFs
5.95K
+ 0.74%
$70.73 - $83.52 $421K - $497K
806K $64.2M
WF
Woori Financial Group Inc.

Financial Services
14.6K
+ 1.09%
$31.41 - $37.84 $459K - $553K
1.35M $48.4M
NTGR
Netgear, Inc.

Technology
202K
+ 70.59%
$14.4 - $21.94 $2.91M - $4.44M
489K $9.81M
OII
Oceaneering International Inc

Energy
165K
+ 15.19%
$22.41 - $30.02 $3.7M - $4.95M
1.25M $31.1M
WINA
Winmark Corp

Consumer Cyclical
8.29K
+ 11.51%
$345.18 - $423.0 $2.86M - $3.51M
80.4K $30.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
139K
+ 1.63%
$85.84 - $85.84 $11.9M - $11.9M
8.66M $743M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
22.4K
+ 2.0%
$37.61 - $41.72 $843K - $935K
1.15M $47.8M
TOLZ
Dj Brookfield Global

ETFs
78.1K
+ 31.32%
$44.92 - $51.35 $3.51M - $4.01M
327K $16.6M
SQSP
Squarespace, Inc.

Technology
98.5K
+ 37.3%
$43.53 - $46.42 $4.29M - $4.57M
363K $16.8M
RYI
Ryerson Holding Corp

Industrials
260K
+ 111.97%
$17.88 - $25.56 $4.65M - $6.64M
492K $9.8M
HOPE
Hope Bancorp Inc

Financial Services
118K
+ 5.66%
$10.37 - $13.52 $1.22M - $1.59M
2.2M $27.6M
RBCAA
Republic Bancorp Inc

Financial Services
4.54K
+ 1.07%
$51.45 - $68.36 $234K - $311K
430K $28M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
119K
+ 80.94%
$37.98 - $41.19 $4.51M - $4.9M
266K $10.9M
CSIQ
Canadian Solar Inc.

Technology
290K
+ 166.33%
$11.91 - $17.41 $3.46M - $5.05M
465K $7.79M
LANC
Lancaster Colony Corp

Consumer Defensive
53.1K
+ 15.71%
$167.65 - $198.49 $8.91M - $10.5M
391K $69.1M
AVDV
American Centy ETF Tr Avantis

ETFs
47.5K
+ 15.03%
$62.52 - $71.12 $2.97M - $3.38M
364K $25.7M
SCL
Stepan CO

Basic Materials
106K
+ 23.31%
$70.64 - $93.07 $7.5M - $9.88M
562K $43.4M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
17.9K
+ 11.14%
$90.98 - $116.58 $1.63M - $2.09M
178K $20.3M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
163K
+ 9.85%
$21.61 - $22.87 $3.52M - $3.72M
1.82M $41.2M
SU
Suncor Energy Inc

Energy
394K
+ 4.95%
$36.06 - $41.7 $14.2M - $16.4M
8.36M $309M
TAXF
American Centy ETF Tr Diversif

ETFs
94.6K
+ 36.44%
$50.16 - $51.43 $4.75M - $4.87M
354K $18.2M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
27.5K
+ 10.02%
$81.07 - $95.1 $2.23M - $2.62M
303K $28.8M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
483K
+ 48.85%
$5.32 - $7.33 $2.57M - $3.54M
1.47M $10.8M
AX
Axos Financial, Inc.

Financial Services
20.3K
+ 3.01%
$56.59 - $77.61 $1.15M - $1.58M
695K $43.7M
MTDR
Matador Resources CO

Energy
277K
+ 32.98%
$47.4 - $65.22 $13.1M - $18.1M
1.12M $55.2M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
24.3K
+ 17.67%
$169.73 - $204.18 $4.13M - $4.97M
162K $32M
CENX
Century Aluminum CO

Basic Materials
352K
+ 30.22%
$12.01 - $20.19 $4.23M - $7.11M
1.52M $24.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
126K
+ 3.99%
$23.63 - $24.42 $2.99M - $3.08M
3.29M $80.2M
OMAB
Central North Airport Group

Industrials
74.4K
+ 25.38%
$59.37 - $74.89 $4.42M - $5.57M
368K $24.9M
FLKR
Franklin Templeton ETF Tr

ETFs
240K
+ 0.0%
$19.67 - $22.77 $4.72M - $5.46M
240K $5.09M
WRE
Washington Real Estate Investment Trust
287K
+ 34.48%
N/A
1.12M $19.8M
WFG
West Fraser Timber Co., LTD

Basic Materials
4.81K
+ 2.14%
$74.68 - $97.37 $359K - $469K
229K $22.3M
MLR
Miller Industries Inc

Consumer Cyclical
69.2K
+ 49.15%
$53.35 - $68.06 $3.69M - $4.71M
210K $12.8M
SRCE
1 St Source Corp

Financial Services
75.7K
+ 88.89%
$52.28 - $65.47 $3.96M - $4.95M
161K $9.63M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
35.8K
+ 5.52%
$81.14 - $92.39 $2.91M - $3.31M
685K $60.8M
PRVA
Privia Health Group, Inc.

Healthcare
242K
+ 30.25%
$16.95 - $21.29 $4.1M - $5.15M
1.04M $19M
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
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