Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PDP
Invesco Exchange Traded Fd Tr

ETFs
-22.1K
- 3.15%
$96.95 - $116.13 $2.14M - $2.57M
680K $68M
HELE
Helen Of Troy LTD

Consumer Defensive
-97.2K
- 26.09%
$50.39 - $66.75 $4.9M - $6.49M
275K $14.7M
WERN
Werner Enterprises Inc

Industrials
-102K
- 14.75%
$29.25 - $38.23 $2.98M - $3.9M
589K $17.3M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-168K
- 14.11%
$47.27 - $50.52 $7.96M - $8.51M
1.02M $50M
MREO
Mereo Biopharma Group PLC

Healthcare
-1.37M
- 38.67%
$2.25 - $3.76 $3.09M - $5.17M
2.18M $4.9M
EBS
Emergent Bio Solutions Inc.

Healthcare
-361K
- 29.38%
$4.66 - $11.66 $1.68M - $4.2M
866K $4.21M
XPRO
Expro Group Holdings N.V.

Energy
-457K
- 40.5%
$9.94 - $14.83 $4.55M - $6.78M
672K $6.68M
GATX
Gatx Corp

Industrials
-48.3K
- 15.27%
$149.94 - $167.38 $7.24M - $8.09M
268K $41.6M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-120K
- 41.74%
$55.05 - $58.37 $6.58M - $6.98M
167K $9.28M
KIE
Spdr S&P Insurance ETF

ETFs
-208K
- 15.89%
$54.24 - $60.81 $11.3M - $12.7M
1.1M $66.7M
EXTR
Extreme Networks Inc

Technology
-34.5K
- 1.78%
$13.23 - $17.49 $456K - $603K
1.91M $25.2M
OFIX
Orthofix Medical Inc.

Healthcare
-400K
- 64.03%
$16.06 - $19.04 $6.43M - $7.62M
225K $3.67M
BLBD
Blue Bird Corp

Consumer Cyclical
-131K
- 28.08%
$32.37 - $42.39 $4.26M - $5.57M
337K $10.9M
UFPI
Ufp Industries Inc

Basic Materials
-43.7K
- 9.81%
$103.91 - $118.67 $4.54M - $5.19M
402K $43M
SUPV
Grupo Supervielle S.A.

Financial Services
-412K
- 47.86%
$12.53 - $19.16 $5.16M - $7.9M
449K $5.87M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-76.7K
- 27.68%
$90.18 - $98.47 $6.92M - $7.55M
200K $18.8M
FFIN
First Financial Bankshares Inc

Financial Services
-185K
- 5.42%
$34.78 - $38.52 $6.45M - $7.14M
3.24M $116M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
-794K
- 4.5%
$1.39 - $2.05 $1.1M - $1.63M
16.8M $23.4M
BDN
Brandywine Realty Trust

Real Estate
-464K
- 10.55%
$4.44 - $5.66 $2.06M - $2.62M
3.93M $17.5M
AUDC
Audiocodes LTD

Technology
-684K
- 35.04%
$9.42 - $12.52 $6.44M - $8.56M
1.27M $11.9M
SCL
Stepan CO

Basic Materials
-38.1K
- 7.43%
$55.04 - $65.59 $2.1M - $2.5M
475K $26.1M
NGL
Ngl Energy Partners LP

Energy
-365K
- 3.06%
$4.28 - $5.62 $1.56M - $2.05M
11.6M $52.6M
PRLB
Proto Labs Inc

Industrials
-137K
- 24.95%
$35.04 - $45.03 $4.8M - $6.17M
412K $14.4M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-141K
- 41.77%
$49.42 - $50.43 $6.96M - $7.1M
196K $9.81M
SANM
Sanmina Corp

Technology
-100K
- 7.84%
$73.38 - $90.52 $7.36M - $9.07M
1.18M $89.7M
DRH
Diamond Rock Hospitality CO

Real Estate
-428K
- 15.31%
$7.64 - $9.04 $3.27M - $3.87M
2.37M $18.3M
FLGT
Fulgent Genetics, Inc.

Healthcare
-362K
- 66.76%
$15.28 - $18.95 $5.53M - $6.86M
180K $3.04M
CRVL
Corvel Corp

Financial Services
-64.7K
- 16.49%
$103.48 - $128.46 $6.69M - $8.31M
328K $36.7M
TBBK
Bancorp, Inc.

Financial Services
-134K
- 21.48%
$49.74 - $62.75 $6.65M - $8.39M
489K $25.8M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-11.4K
- 11.01%
$167.94 - $220.1 $1.91M - $2.5M
91.7K $15.8M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-79.1K
- 3.31%
$85.08 - $111.48 $6.73M - $8.82M
2.31M $200M
DVY
Ishares Tr

ETFs
-198K
- 3.02%
$128.58 - $138.1 $25.5M - $27.4M
6.38M $857M
BOH
Bank Of Hawaii Corp

Financial Services
-82.4K
- 15.42%
$65.97 - $75.81 $5.44M - $6.25M
452K $31.2M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-31.8K
- 1.3%
$31.63 - $35.22 $1.01M - $1.12M
2.42M $77.5M
TRN
Trinity Industries Inc

Industrials
-1.24K
- 0.13%
$28.06 - $39.45 $34.7K - $48.8K
972K $27.3M
BEN
Franklin Resources Inc

Financial Services
-80.7K
- 1.57%
$18.92 - $22.24 $1.53M - $1.79M
5.05M $97.2M
FNB
Fnb Corp

Financial Services
-90.5K
- 2.13%
$13.08 - $15.95 $1.18M - $1.44M
4.16M $56M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-22K
- 5.69%
$76.24 - $95.41 $1.68M - $2.1M
364K $28.4M
GBX
Greenbrier Companies Inc

Industrials
-22.3K
- 3.85%
$51.22 - $70.7 $1.14M - $1.58M
558K $28.6M
SFNC
Simmons First National Corp

Financial Services
-204K
- 12.89%
$19.68 - $23.3 $4.01M - $4.75M
1.38M $28.3M
KFRC
Kforce Inc

Industrials
-92.9K
- 32.43%
$48.42 - $56.93 $4.5M - $5.29M
194K $9.47M
LOGI
Logitech International S.A.

Technology
-100K
- 12.29%
$81.64 - $105.06 $8.17M - $10.5M
714K $60.3M
NCR
Ncr Corp

Technology
-429K
- 19.64%
N/A
1.76M $27.6M
TALK
Talkspace, Inc.

Healthcare
-2.12M
- 84.78%
$2.56 - $4.17 $5.43M - $8.85M
381K $975K
IGOV
Ishares 1 3 International Trea

ETFs
-177K
- 61.78%
$37.39 - $39.79 $6.62M - $7.05M
110K $4.32M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-39.5K
- 3.08%
$70.83 - $76.62 $2.8M - $3.02M
1.24M $88.1M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-29.1K
- 1.61%
$23.71 - $27.77 $690K - $809K
1.78M $42.2M
APLD
Applied Blockchain, Inc.

Financial Services
-346K
- 13.99%
$5.62 - $10.65 $1.95M - $3.69M
2.13M $12M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-88.8K
- 11.02%
$71.9 - $77.57 $6.39M - $6.89M
717K $53.2M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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