Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-11.2M
- 12.11%
$59.93 - $86.34 $669M - $964M
81M $4.89B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-18.5M
- 47.23%
$87.1 - $98.49 $1.61B - $1.82B
20.7M $1.8B
LLY
Eli Lilly & CO

Healthcare
-177K
- 1.22%
$727.2 - $932.06 $129M - $165M
14.4M $11.1B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-13.3M
- 47.48%
$77.02 - $78.58 $1.02B - $1.04B
14.7M $1.13B
JNJ
Johnson & Johnson

Healthcare
-1.25M
- 2.77%
$143.34 - $165.86 $180M - $208M
43.9M $6.35B
IEFA
Ishares Tr

ETFs
-2.32M
- 2.31%
$70.06 - $77.43 $163M - $180M
98M $6.89B
AMGN
Amgen Inc

Healthcare
-135K
- 0.92%
$258.78 - $328.31 $34.8M - $44.2M
14.6M $3.79B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.29M
- 6.43%
$567.81 - $607.81 $1.3B - $1.39B
33.3M $19.5B
NEE
Nextera Energy Inc

Utilities
-1.21M
- 1.98%
$69.77 - $85.43 $84.5M - $104M
60.1M $4.31B
VZ
Verizon Communications Inc

Communication Services
-10M
- 12.93%
$39.6 - $45.21 $398M - $454M
67.6M $2.7B
NOC
Northrop Grumman Corp

Industrials
-806K
- 16.23%
$466.52 - $543.88 $376M - $438M
4.16M $1.95B
IEF
Ishares Barclays

ETFs
-6.35M
- 44.97%
$92.08 - $98.18 $585M - $624M
7.77M $718M
NVO
Novo Nordisk A S

Healthcare
-2.16M
- 15.04%
$85.0 - $120.04 $184M - $259M
12.2M $1.05B
MRK
Merck & Co., Inc.

Healthcare
-208K
- 0.47%
$96.31 - $114.76 $20M - $23.9M
44.2M $4.4B
LMT
Lockheed Martin Corp

Industrials
-219K
- 4.02%
$479.66 - $614.62 $105M - $134M
5.22M $2.54B
CVS
Cvs Health Corp

Healthcare
-4.69M
- 21.08%
$43.78 - $67.46 $205M - $316M
17.6M $788M
PEP
Pepsico Inc

Consumer Defensive
-693K
- 2.49%
$151.29 - $176.1 $105M - $122M
27.2M $4.14B
MDT
Medtronic PLC

Healthcare
-4.56M
- 19.41%
$79.61 - $92.24 $363M - $421M
18.9M $1.51B
PDD
Pinduoduo Inc.

Consumer Cyclical
-1.91M
- 18.07%
$94.39 - $154.27 $180M - $294M
8.64M $838M
AMT
American Tower Corp

Real Estate
-817K
- 9.47%
$179.4 - $232.01 $147M - $190M
7.81M $1.43B
PLD
Prologis, Inc.

Real Estate
-1.39M
- 6.92%
$101.4 - $126.96 $141M - $176M
18.7M $1.97B
SNY
Sanofi

Healthcare
-7.69M
- 43.27%
$45.89 - $57.31 $353M - $441M
10.1M $486M
CCI
Crown Castle International Corp

Real Estate
-1.5M
- 11.05%
$89.78 - $119.11 $135M - $179M
12.1M $1.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.1M
- 23.38%
$88.59 - $94.57 $452M - $482M
16.7M $1.48B
MU
Micron Technology Inc

Technology
-1.73M
- 9.44%
$84.16 - $113.41 $146M - $196M
16.6M $1.4B
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.86M
- 9.75%
$148.29 - $166.93 $277M - $311M
17.3M $2.57B
CI
Cigna Corp

Healthcare
-442K
- 10.28%
$265.59 - $358.58 $117M - $158M
3.85M $1.06B
ZTS
Zoetis Inc.

Healthcare
-197K
- 1.64%
$162.24 - $194.42 $32M - $38.4M
11.8M $1.93B
STZ
Constellation Brands, Inc.

Consumer Defensive
-457K
- 5.36%
$219.66 - $257.62 $100M - $118M
8.06M $1.78B
XLV
Select Sector Spdr Fund Health

ETFs
-1.13M
- 9.39%
$136.28 - $154.74 $154M - $174M
10.9M $1.5B
VALE
Vale S.A.

Basic Materials
-23.2M
- 53.7%
$8.74 - $11.78 $203M - $274M
20M $178M
BDX
Becton Dickinson & CO

Healthcare
-743K
- 6.77%
$220.02 - $243.75 $163M - $181M
10.2M $2.32B
URI
United Rentals, Inc.

Industrials
-193K
- 11.48%
$704.44 - $880.32 $136M - $170M
1.49M $1.05B
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.44M
- 42.26%
$191.61 - $217.84 $275M - $313M
1.96M $384M
RTX
Raytheon Technologies Corp

Industrials
-1.2M
- 3.9%
$114.45 - $127.21 $137M - $153M
29.6M $3.42B
IYR
Ishares Tr

ETFs
-2.63M
- 44.23%
$90.74 - $102.87 $238M - $270M
3.31M $308M
PFE
Pfizer Inc

Healthcare
-4.07M
- 5.22%
$24.8 - $30.19 $101M - $123M
73.9M $1.96B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.22M
- 4.93%
$75.1 - $82.99 $91.7M - $101M
23.5M $1.78B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.88M
- 7.71%
$81.68 - $82.93 $236M - $239M
34.5M $2.83B
DOW
Dow Inc.

Basic Materials
-1.69M
- 11.71%
$39.1 - $55.34 $66.1M - $93.6M
12.7M $511M
CSL
Carlisle Companies Inc

Industrials
-186K
- 7.35%
$368.67 - $480.91 $68.6M - $89.4M
2.35M $865M
CAT
Caterpillar Inc

Industrials
-88.1K
- 1.16%
$360.37 - $416.88 $31.7M - $36.7M
7.52M $2.73B
CVX
Chevron Corp

Energy
-1.11M
- 3.13%
$141.15 - $162.53 $157M - $181M
34.5M $4.99B
CPNG
Coupang, Inc.

Consumer Cyclical
-2.54M
- 3.51%
$21.98 - $26.89 $55.7M - $68.2M
69.6M $1.53B
TGT
Target Corp

Consumer Defensive
-602K
- 7.86%
$121.59 - $160.69 $73.2M - $96.8M
7.06M $954M
CNQ
Canadian Natural Resources LTD

Energy
-6.36M
- 40.46%
$29.51 - $37.6 $188M - $239M
9.36M $289M
FICO
Fair Isaac Corp

Technology
-126K
- 24.63%
$1911.01 - $2382.4 $242M - $301M
387K $770M
ONON
On Holding Ag

Consumer Cyclical
-5.56M
- 32.94%
$46.3 - $59.54 $258M - $331M
11.3M $620M
BILL
Bill.Com Holdings, Inc.

Technology
-5.58M
- 71.44%
$51.23 - $97.41 $286M - $544M
2.23M $189M
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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