Morgan Stanley Incresed Positions in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
1.63M
+ 9.33%
$14.18 - $18.2 $23.2M - $29.7M
19.1M $311M
TAL
Tal Education Group

Consumer Defensive
8.76M
+ 46.95%
$9.45 - $12.13 $82.8M - $106M
27.4M $275M
CIEN
Ciena Corp

Technology
313K
+ 26.65%
$61.45 - $91.14 $19.2M - $28.5M
1.49M $126M
CNP
Centerpoint Energy Inc

Utilities
1.18M
+ 17.25%
$28.58 - $32.66 $33.8M - $38.7M
8.05M $255M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
4.43M
+ 498.87%
$12.52 - $21.81 $55.4M - $96.5M
5.31M $70.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.08M
+ 5.86%
$9.71 - $15.34 $10.5M - $16.5M
19.5M $259M
UNM
Unum Group

Financial Services
11.1K
+ 0.29%
$58.88 - $77.07 $654K - $856K
3.78M $276M
VRNA
Verona Pharma PLC

Healthcare
893K
+ 151.1%
$28.71 - $47.02 $25.6M - $42M
1.48M $68.9M
GEO
Geo Group Inc

Real Estate
965K
+ 59.32%
$12.83 - $29.2 $12.4M - $28.2M
2.59M $72.5M
FOXA
Fox Corp

Communication Services
670K
+ 22.15%
$41.35 - $49.99 $27.7M - $33.5M
3.7M $180M
VIG
Vanguard Dividend Appreciation

ETFs
279K
+ 2.29%
N/A
12.4M $2.26B
XPO
Xpo Logistics, Inc.

Industrials
123K
+ 8.63%
$105.35 - $158.2 $12.9M - $19.4M
1.55M $203M
CEG
Constellation Energy Corp

Utilities
1.2M
+ 19.11%
$224.28 - $285.52 $268M - $342M
7.46M $1.68B
SPYG
Spdr Portfolio

ETFs
149K
+ 2.05%
$81.74 - $91.38 $12.2M - $13.6M
7.4M $651M
PVAL
Putnam ETF Tr Putnam Focused L
1.34M
+ 126.08%
$36.85 - $39.99 $49.5M - $53.7M
2.41M $89.4M
KNTK
Kinetik Holdings Inc.

Energy
4.83K
+ 0.12%
$45.65 - $61.95 $221K - $299K
4.12M $235M
ERIC
Ericsson Lm Telephone CO

Technology
5.58M
+ 70.16%
$7.36 - $8.59 $41.1M - $47.9M
13.5M $109M
SF
Stifel Financial Corp

Financial Services
184K
+ 7.73%
$93.4 - $117.72 $17.2M - $21.7M
2.56M $272M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.12M
+ 31.82%
$44.33 - $49.55 $49.9M - $55.7M
4.66M $209M
BRBR
Bellring Brands, Inc.

Consumer Defensive
515K
+ 83.14%
$60.38 - $78.79 $31.1M - $40.6M
1.13M $85.5M
DCI
Donaldson CO Inc

Industrials
836K
+ 62.44%
$67.28 - $78.27 $56.3M - $65.5M
2.18M $147M
VBK
Vanguard Small Cap Growth ETF

ETFs
93K
+ 5.44%
$264.18 - $304.19 $24.6M - $28.3M
1.8M $505M
WST
West Pharmaceutical Services Inc

Healthcare
61.7K
+ 6.35%
$285.69 - $344.0 $17.6M - $21.2M
1.03M $338M
IWR
Ishares Russell Mid Cap ETF

ETFs
499K
+ 6.68%
$87.25 - $95.52 $43.6M - $47.7M
7.98M $705M
SOUN
Soundhound Ai, Inc.

Technology
17K
+ 0.56%
$4.51 - $24.23 $76.6K - $411K
3.03M $60.1M
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.07M
+ 146.52%
$22.66 - $27.11 $46.9M - $56.1M
3.48M $82.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
437K
+ 49.55%
$119.34 - $127.78 $52.2M - $55.9M
1.32M $157M
RDVY
First Trust Rising Dividend Ac

ETFs
780K
+ 5.05%
$58.65 - $64.37 $45.8M - $50.2M
16.2M $961M
MSCI
Msci Inc.

Financial Services
21.7K
+ 1.18%
$569.09 - $635.99 $12.4M - $13.8M
1.87M $1.12B
TW
Tradeweb Markets Inc.

Financial Services
241K
+ 13.79%
$124.87 - $136.32 $30.1M - $32.9M
1.99M $261M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
645K
+ 15.63%
$43.37 - $51.46 $28M - $33.2M
4.77M $230M
KD
Kyndryl Holdings, Inc.

Technology
307K
+ 10.78%
$22.43 - $35.79 $6.88M - $11M
3.15M $109M
RGLD
Royal Gold Inc

Basic Materials
365K
+ 66.84%
$131.05 - $154.26 $47.8M - $56.3M
910K $120M
LYV
Live Nation Entertainment, Inc.

Communication Services
46.1K
+ 2.47%
$109.06 - $140.54 $5.03M - $6.48M
1.91M $248M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.11M
+ 5.35%
$57.53 - $60.83 $121M - $128M
41.5M $2.39B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.61M
+ 7.73%
$57.78 - $60.4 $93.3M - $97.5M
22.5M $1.31B
NTRS
Northern Trust Corp

Financial Services
128K
+ 5.32%
$88.4 - $111.16 $11.3M - $14.2M
2.53M $259M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
285K
+ 13.06%
$124.61 - $133.96 $35.5M - $38.1M
2.46M $317M
ALK
Alaska Air Group, Inc.

Industrials
52.3K
+ 2.62%
$42.48 - $67.6 $2.22M - $3.53M
2.05M $132M
FYC
First Trust Small Cap Growth A

ETFs
532K
+ 275.81%
$72.19 - $84.64 $38.4M - $45M
724K $56.1M
OEF
Ishares S&P 100 ETF

ETFs
157K
+ 13.24%
N/A
1.34M $357M
OSTK
Overstock.Com, Inc

Consumer Cyclical
1.63M
+ 122.08%
N/A
2.96M $75.7M
ZLAB
Zai Lab LTD

Healthcare
1.45M
+ 84.73%
$24.61 - $33.18 $35.7M - $48.2M
3.17M $82.9M
GWW
W.W. Grainger, Inc.

Industrials
31.3K
+ 5.67%
$1023.06 - $1220.93 $32M - $38.2M
583K $614M
SHAK
Shake Shack Inc.

Consumer Cyclical
208K
+ 38.86%
$101.73 - $138.76 $21.2M - $28.9M
743K $96.5M
VT
Vanguard Total World Stk Index

ETFs
427K
+ 10.56%
$117.09 - $123.07 $50M - $52.5M
4.47M $525M
VMC
Vulcan Materials CO

Basic Materials
120K
+ 8.38%
$237.95 - $292.31 $28.6M - $35.2M
1.56M $400M
CRDO
Credo Technology Group Holding LTD

Technology
24.2K
+ 2.26%
$30.16 - $77.25 $729K - $1.87M
1.1M $73.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.05K
+ 0.09%
$1146.59 - $1270.6 $1.2M - $1.33M
1.16M $1.38B
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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