Morgan Stanley Incresed Positions in Q3 2024

Morgan Stanley

  • $1.35 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BALY
Bally'S Corp

Consumer Cyclical
35.6K
+ 34.74%
$11.64 - $17.35 $415K - $618K
138K $2.38M
BMRC
Bank Of Marin Bancorp

Financial Services
5.6K
+ 2.09%
$16.0 - $22.35 $89.6K - $125K
273K $5.48M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
74.8K
+ 9.98%
$10.66 - $11.31 $797K - $846K
824K $9.15M
CCBG
Capital City Bank Group Inc

Financial Services
25.1K
+ 65.16%
$26.81 - $36.09 $674K - $907K
63.7K $2.25M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
12.1K
+ 4.28%
$21.98 - $25.4 $266K - $308K
295K $7.5M
LZ
Legalzoom.Com, Inc.

Industrials
490K
+ 50.87%
$5.57 - $8.26 $2.73M - $4.05M
1.45M $9.23M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
46.2K
+ 4.4%
$12.57 - $15.26 $581K - $705K
1.1M $16.2M
YORW
York Water CO

Utilities
28.9K
+ 16.23%
$36.42 - $41.31 $1.05M - $1.19M
207K $7.75M
CMCL
Caledonia Mining Corp PLC

Basic Materials
49.4K
+ 64.33%
$9.49 - $15.18 $469K - $750K
126K $1.89M
AOA
Ishares Tr Core Aggressive All

ETFs
9.59K
+ 10.43%
$72.11 - $79.05 $691K - $758K
102K $8.01M
IIIN
Insteel Industries Inc

Industrials
35.7K
+ 29.3%
$29.57 - $34.71 $1.06M - $1.24M
157K $4.9M
FSBC
Five Star Bancorp

Financial Services
31.8K
+ 108.31%
$22.83 - $30.85 $725K - $980K
61.1K $1.82M
CSR
Centerspace

Real Estate
7.78K
+ 3.84%
$67.04 - $75.5 $522K - $587K
210K $14.8M
NYF
Ishares New York Muni Bond ETF

ETFs
12.6K
+ 2.7%
$53.13 - $54.36 $668K - $683K
477K $25.9M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
140K
+ 29.32%
$17.6 - $25.88 $2.46M - $3.61M
616K $11.4M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
78.8K
+ 22.44%
$11.22 - $11.79 $884K - $929K
430K $5.07M
CIVB
Civista Bancshares, Inc.

Financial Services
55.2K
+ 95.03%
$14.36 - $18.98 $793K - $1.05M
113K $2.02M
ERH
Allspring Utilities & High Income Fund

Financial Services
55.6K
+ 15.09%
$9.73 - $11.16 $541K - $621K
424K $4.74M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
37.5K
+ 2.21%
$10.65 - $11.21 $399K - $420K
1.73M $19.4M
CERS
Cerus Corp

Healthcare
665K
+ 29.38%
$1.7 - $2.39 $1.13M - $1.59M
2.93M $5.09M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
40.6K
+ 13.89%
$20.81 - $21.7 $845K - $881K
333K $7.23M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
29.9K
+ 4.76%
$17.76 - $20.23 $531K - $605K
658K $13.3M
MPB
Mid Penn Bancorp Inc

Financial Services
23.1K
+ 43.52%
$21.24 - $30.76 $490K - $710K
76.1K $2.27M
CION
Cion Investment Corp

Financial Services
114K
+ 10.05%
$11.55 - $12.46 $1.31M - $1.42M
1.24M $14.8M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
129K
+ 96.19%
$7.33 - $8.15 $943K - $1.05M
262K $2.08M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
284K
+ 28.36%
$2.5 - $3.22 $709K - $913K
1.28M $4.07M
OSTK
Overstock.Com, Inc

Consumer Cyclical
42.9K
+ 3.32%
N/A
1.33M $34.1M
GSBC
Great Southern Bancorp, Inc.

Financial Services
16.4K
+ 13.02%
$52.92 - $64.91 $868K - $1.06M
142K $8.1M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.89K
+ 17.52%
$139.35 - $163.24 $542K - $635K
26.1K $4.22M
HNST
Honest Company, Inc.

Consumer Cyclical
200K
+ 33.84%
$2.74 - $4.67 $548K - $934K
791K $2.82M
EVN
Eaton Vance Municipal Income Trust

Financial Services
54.3K
+ 6.89%
$10.28 - $11.24 $558K - $610K
843K $9.25M
CODI
Compass Diversified Holdings

Industrials
45K
+ 12.47%
$20.23 - $24.06 $911K - $1.08M
406K $8.99M
ALX
Alexanders Inc

Real Estate
2.9K
+ 14.11%
$212.16 - $246.4 $616K - $716K
23.5K $5.71M
LNKB
Linkbancorp, Inc.

Financial Services
162K
+ 107.99%
$6.06 - $7.46 $979K - $1.2M
311K $1.99M
HTBK
Heritage Commerce Corp

Financial Services
46.8K
+ 8.99%
$8.22 - $10.71 $385K - $502K
568K $5.61M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
28K
+ 2.21%
$11.41 - $12.19 $320K - $342K
1.29M $15.6M
OLP
One Liberty Properties Inc

Real Estate
19.9K
+ 15.42%
$22.99 - $28.53 $457K - $567K
149K $4.1M
BASE
Couchbase, Inc.

Technology
135K
+ 26.13%
$13.67 - $19.87 $1.85M - $2.68M
652K $10.5M
MOFG
Mid West One Financial Group, Inc.

Financial Services
24.2K
+ 39.07%
$21.43 - $29.87 $520K - $724K
86.3K $2.46M
TIPT
Tiptree Inc.

Financial Services
40.8K
+ 46.96%
$15.74 - $20.11 $643K - $821K
128K $2.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.25K
+ 1.5%
$31.05 - $34.29 $194K - $214K
422K $14.5M
CFFN
Capitol Federal Financial, Inc.

Financial Services
24K
+ 0.91%
$5.34 - $6.75 $128K - $162K
2.66M $15.6M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
3.43K
+ 2.6%
$105.49 - $116.32 $362K - $399K
135K $15.5M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
123K
+ 15.76%
$9.07 - $10.6 $1.11M - $1.3M
901K $8.55M
FCAL
First Tr Iii Calif Mun High In

ETFs
18.4K
+ 8.85%
$49.34 - $50.4 $908K - $927K
226K $11.4M
IMRX
Immuneering Corp

Healthcare
403K
+ 875.66%
$1.03 - $3.21 $415K - $1.29M
449K $1.12M
RLGT
Radiant Logistics, Inc

Industrials
143K
+ 75.4%
$5.28 - $6.87 $754K - $981K
332K $2.14M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
86.4K
+ 12.0%
$6.92 - $7.59 $598K - $656K
807K $6.12M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
59.7K
+ 12.22%
$11.89 - $12.87 $710K - $768K
548K $6.96M
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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