Morgan Stanley Incresed Positions in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSMT
Invesco Bulletshares 2029 Muni

ETFs
7.3K
+ 5.56%
$22.83 - $23.36 $167K - $171K
139K $3.18M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
24.6K
+ 7.06%
$21.41 - $23.64 $526K - $581K
373K $8.21M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
3.3K
+ 5.65%
$40.07 - $47.2 $132K - $156K
61.7K $2.75M
BIOX
Bioceres Crop Solutions Corp.

Basic Materials
40.1K
+ 57.63%
$6.04 - $7.86 $242K - $315K
110K $667K
DIAL
Columbia ETF Tr I Diversified

ETFs
60.8K
+ 6.11%
$17.52 - $18.45 $1.06M - $1.12M
1.06M $18.5M
LSBK
Lake Shore Bancorp, Inc.

Financial Services
8.5K
+ 71.42%
$13.01 - $13.98 $111K - $119K
20.4K $280K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
25.7K
+ 8.21%
$29.02 - $32.11 $747K - $826K
339K $9.85M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.05K
+ 64.89%
$90.31 - $106.37 $94.6K - $111K
2.66K $265K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
271
+ 0.79%
$108.0 - $116.52 $29.3K - $31.6K
34.5K $3.87M
CMTL
Comtech Telecommunications Corp

Technology
39.3K
+ 71.14%
$2.47 - $4.53 $97.1K - $178K
94.6K $379K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
26.2K
+ 17.72%
$9.75 - $10.91 $256K - $286K
174K $1.7M
GII
Spdr S&P Global Infrasture ETF

ETFs
3.62K
+ 9.13%
$57.64 - $63.28 $209K - $229K
43.3K $2.56M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
6.51K
+ 29.76%
$20.61 - $21.56 $134K - $140K
28.4K $585K
ONTF
On24 Inc.

Technology
9.27K
+ 5.99%
$5.9 - $6.98 $54.7K - $64.7K
164K $1.06M
FDTS
First Tr Developed Mkts Ex Us

ETFs
3.28K
+ 67.59%
$39.75 - $43.5 $130K - $143K
8.14K $324K
DNN
Denison Mines Corp.

Energy
138K
+ 3.04%
$1.8 - $2.39 $248K - $330K
4.68M $8.42M
SNFCA
Security National Financial Corp

Financial Services
1.68K
+ 5.2%
$9.12 - $13.42 $15.3K - $22.5K
34K $408K
PHT
Pioneer High Income Fund, Inc.

Financial Services
17.9K
+ 15.86%
$7.71 - $8.03 $138K - $144K
131K $1.02M
NOTV
Inotiv, Inc.

Healthcare
15.6K
+ 82.18%
$1.68 - $5.95 $26.2K - $92.7K
34.6K $143K
DJP
Barclays Bank PLC

ETFs
3.43K
+ 6.52%
N/A
56K $1.81M
CNTY
Century Casinos Inc

Consumer Cyclical
19.2K
+ 28.02%
$2.41 - $4.66 $46.3K - $89.5K
87.8K $284K
ALTO
Alto Ingredients, Inc.

Basic Materials
71.2K
+ 61.7%
$1.21 - $1.94 $86.2K - $138K
187K $291K
GATO
Gatos Silver, Inc.

Basic Materials
10.2K
+ 30.92%
$13.7 - $19.99 $139K - $203K
43K $601K
VBNK
Versa Bank

Financial Services
6.99K
+ 61.36%
$13.04 - $18.01 $91.2K - $126K
18.4K $255K
PPT
Putnam Premier Income Trust

Financial Services
96.3K
+ 6.85%
$3.49 - $3.73 $336K - $359K
1.5M $5.35M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
536
+ 5.65%
$120.76 - $140.58 $64.7K - $75.4K
10K $1.28M
SWKH
Swk Holdings Corp

Financial Services
9.82K
+ 25.92%
$15.16 - $17.06 $149K - $168K
47.7K $756K
NSPR
Inspire Md, Inc.

Healthcare
34.8K
+ 38.89%
$2.28 - $3.17 $79.4K - $110K
124K $340K
GDL
Gdl Fund

Financial Services
16.5K
+ 6.63%
$7.94 - $8.25 $131K - $136K
265K $2.13M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
91.7K
+ 3.21%
$23.63 - $26.47 $2.17M - $2.43M
2.95M $70M
DOUG
Douglas Elliman Inc.

Real Estate
85.2K
+ 29.09%
$1.43 - $2.7 $122K - $230K
378K $631K
AMTX
Aemetis, Inc

Energy
8.72K
+ 4.69%
$2.3 - $4.62 $20.1K - $40.3K
195K $524K
XFOR
X4 Pharmaceuticals, Inc

Healthcare
59.8K
+ 12.19%
$0.28 - $0.82 $16.8K - $49.1K
550K $423K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
19.2K
+ 55.79%
$5.29 - $6.87 $101K - $132K
53.6K $316K
MVST
Microvast Holdings, Inc.

Industrials
29.9K
+ 180.73%
$0.16 - $2.75 $4.79K - $82.3K
46.5K $96K
PBFS
Pioneer Bancorp, Inc.

Financial Services
5.59K
+ 11.3%
$10.73 - $11.9 $59.9K - $66.5K
55K $633K
MPV
Barings Participation Investors

Financial Services
2.62K
+ 0.85%
$16.29 - $17.37 $42.7K - $45.5K
309K $5.28M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
24.6K
+ 95.97%
$2.68 - $3.6 $65.9K - $88.6K
50.2K $161K
QDEF
Flexshares Quality Div Defensi

ETFs
1.9K
+ 5.6%
$70.22 - $73.73 $133K - $140K
35.8K $2.52M
LESL
Leslie'S, Inc.

Consumer Cyclical
958K
+ 43.53%
$2.06 - $3.51 $1.97M - $3.36M
3.16M $7.04M
VEL
Velocity Financial, Inc.

Financial Services
4.6K
+ 7.45%
$19.05 - $20.76 $87.6K - $95.4K
66.3K $1.3M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
53.8K
+ 16.56%
$5.26 - $6.15 $283K - $331K
379K $2M
WYY
Widepoint Corp

Technology
15.7K
+ 348.87%
$3.39 - $6.12 $53.2K - $96.1K
20.2K $104K
IBUY
Amplify ETF Tr Amplify Online

ETFs
794
+ 7.86%
$59.83 - $69.71 $47.5K - $55.3K
10.9K $704K
CRTX
Cortexyme, Inc.

Healthcare
68.2K
+ 800.04%
N/A
76.7K $98K
WIMI
Wi Mi Hologram Cloud Inc.

Communication Services
21.8K
+ 38.74%
$0.76 - $2.4 $16.6K - $52.3K
78.1K $144K
AIRS
Airsculpt Technologies, Inc.

Healthcare
15.3K
+ 25.89%
$4.66 - $8.68 $71.1K - $132K
74.2K $385K
FLCH
Franklin Templeton ETF Tr

ETFs
5.37K
+ 78.8%
$18.27 - $23.64 $98.1K - $127K
12.2K $224K
DUOT
Duos Technologies Group, Inc.

Technology
5.3K
+ 26.9%
$2.99 - $6.38 $15.8K - $33.8K
25K $146K
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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