Morgan Stanley Incresed Positions in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPR
Epr Properties

Real Estate
62.7K
+ 10.9%
$43.17 - $49.39 $2.71M - $3.1M
638K $28.2M
LODE
Comstock Inc.

Real Estate
24.5K
+ 30.63%
$0.3 - $0.88 $7.36K - $21.6K
105K $75K
HKND
Humankind Benefit Corp Humanki

ETFs
1.2K
+ 120300.0%
$31.71 - $33.86 $38.1K - $40.7K
1.2K $38K
GIFI
Gulf Island Fabrication Inc

Industrials
4.02K
+ 43.63%
$5.38 - $7.35 $21.6K - $29.6K
13.2K $90K
RDCM
Radcom LTD

Communication Services
3.1K
+ 310000.0%
$10.0 - $12.77 $31K - $39.6K
3.1K $38K
ZVIA
Zevia Pbc

Consumer Defensive
5.88K
+ 137.1%
$1.03 - $4.19 $6.05K - $24.6K
10.2K $42K
BJAN
Innovator U.S. Equity Buffer E

ETFs
734
+ 36.7%
$46.38 - $47.95 $34K - $35.2K
2.73K $131K
VLT
Invesco High Income Trust Ii

Financial Services
4.22K
+ 27.87%
$10.94 - $11.59 $46.2K - $48.9K
19.4K $211K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
5.39K
+ 6.57%
$12.65 - $13.62 $68.2K - $73.5K
87.5K $1.11M
COGT
Cogent Biosciences, Inc.

Healthcare
270K
+ 39.15%
$7.64 - $12.28 $2.06M - $3.31M
959K $7.48M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
810
+ 81000.0%
$45.67 - $50.69 $37K - $41.1K
811 $37K
TDVG
T Rowe Price Exchange Traded F

Technology
931
+ 3103.33%
$39.51 - $41.92 $36.8K - $39K
961 $38K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
938
+ 141.69%
$38.02 - $42.79 $35.7K - $40.1K
1.6K $62K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
684
+ 2.72%
$29.73 - $30.81 $20.3K - $21.1K
25.8K $787K
RRBI
Red River Bancshares Inc

Financial Services
179
+ 1.38%
$49.09 - $61.04 $8.79K - $10.9K
13.2K $711K
AADI
Aadi Bioscience, Inc.

Healthcare
10.4K
+ 429.28%
$1.92 - $3.39 $19.9K - $35.1K
12.8K $40K
JAN
Jan One Inc.

Industrials
17.2K
+ 172.02%
N/A
27.2K $56K
RVSB
Riverview Bancorp Inc

Financial Services
91
+ 0.26%
$4.59 - $5.88 $418 - $535
35.4K $202K
ACU
Acme United Corp

Consumer Defensive
1.32K
+ 38.89%
$36.41 - $45.17 $48.2K - $59.8K
4.73K $176K
SECT
Sector 10, Inc.

ETFs
603
+ 28.16%
$53.17 - $57.82 $32.1K - $34.9K
2.74K $150K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
7.98K
+ 8.36%
$6.37 - $7.15 $50.9K - $57.1K
103K $686K
ELA
Envela Corp

Consumer Cyclical
1.47K
+ 10.3%
$5.18 - $7.88 $7.63K - $11.6K
15.8K $113K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
807
+ 29.96%
$59.26 - $65.51 $47.8K - $52.9K
3.5K $212K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
458
+ 3.31%
$60.34 - $65.34 $27.6K - $29.9K
14.3K $878K
SCO
Pro Shares Trust Ii

ETFs
2.76K
+ 57.38%
$15.89 - $19.38 $43.9K - $53.6K
7.58K $128K
AE
Adams Resources & Energy, Inc.

Energy
3
+ 0.09%
$26.01 - $37.75 $78 - $113
3.17K $119K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.09K
+ 27.41%
$16.2 - $20.45 $17.6K - $22.2K
5.06K $98K
QWLD
Spdr Index Shs Fds

ETFs
285
+ 192.57%
$123.39 - $130.49 $35.2K - $37.2K
433 $53K
DIG
Proshares Ultra Oil & Gas

ETFs
956
+ 192.74%
$33.88 - $46.47 $32.4K - $44.4K
1.45K $52K
SYNL
Synalloy Corp
2.28K
+ 4.19%
N/A
56.6K $820K
TMQ
Trilogy Metals Inc.

Basic Materials
17.8K
+ 90.35%
$0.48 - $1.33 $8.55K - $23.7K
37.5K $42K
CMBS
Ishares Cmbs ETF

ETFs
12.9K
+ 3.87%
$47.09 - $48.64 $608K - $628K
347K $16.4M
FREL
Fidelity Covington Tr Msci Rea

ETFs
12.6K
+ 10.05%
$26.61 - $29.85 $336K - $377K
138K $3.73M
IMMP
Immutep LTD

Healthcare
14.5K
+ 96.25%
$1.82 - $2.36 $26.4K - $34.2K
29.6K $64K
SOUNW
Soundhound Ai Inc Wt Exp(De)04

Technology
1.8K
+ 180.0%
$1.75 - $16.92 $3.15K - $30.5K
2.8K $32K
HBT
Hbt Financial, Inc.

Financial Services
1.32K
+ 2.0%
$20.89 - $24.77 $27.6K - $32.8K
67.4K $1.48M
NEOV
Neo Volta Inc.

Industrials
5.78K
+ 578.3%
$2.61 - $5.8 $15.1K - $33.5K
6.78K $34K
CBFV
Cb Financial Services, Inc.

Financial Services
924
+ 12.72%
$27.18 - $33.7 $25.1K - $31.1K
8.19K $234K
LRNZ
Trueshares Technology, Ai & De

ETFs
750
+ 56.14%
$36.69 - $44.37 $27.5K - $33.3K
2.09K $81K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.29K
+ 3.55%
$24.72 - $26.9 $31.8K - $34.6K
37.6K $951K
AXR
Amrep Corp.

Real Estate
874
+ 58.07%
$27.9 - $38.5 $24.4K - $33.6K
2.38K $74K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.01K
+ 6.41%
$30.18 - $33.87 $30.6K - $34.3K
16.8K $517K
OZ
Belpointe Prep, LLC

Real Estate
50
+ 1.6%
$63.55 - $80.07 $3.18K - $4K
3.18K $245K
SNDA
Sonida Senior Living, Inc.

Healthcare
4.27K
+ 22.2%
$21.53 - $27.05 $91.9K - $115K
23.5K $542K
SND
Smart Sand, Inc.

Energy
13.1K
+ 381.99%
$1.98 - $2.59 $26K - $34K
16.6K $35K
JBBB
Janus Detroit Str Tr Henderson

ETFs
583
+ 15.83%
$48.59 - $49.45 $28.3K - $28.8K
4.27K $209K
MRCC
Monroe Capital Corp

Financial Services
549
+ 1.0%
$7.82 - $8.64 $4.29K - $4.74K
55.5K $472K
ISWN
Amplify ETF Tr Amplify

ETFs
1.61K
+ 160500.0%
$17.96 - $20.43 $28.8K - $32.8K
1.61K $28K
JHS
John Hancock Income Securities Trust

Financial Services
6.77K
+ 5.87%
$11.14 - $11.7 $75.5K - $79.2K
122K $1.37M
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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