Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-217K
- 5.8%
$29.18 - $30.72 $6.34M - $6.67M
3.53M $104M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-165K
- 16.32%
$18.34 - $23.29 $3.02M - $3.84M
846K $16.2M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-652K
- 29.08%
N/A
1.59M $16.2M
YY
Joyy Inc.

Communication Services
-160K
- 17.82%
$38.19 - $52.08 $6.1M - $8.32M
736K $30.9M
SDGR
Schrodinger, Inc.

Healthcare
-369K
- 23.92%
$18.69 - $26.15 $6.89M - $9.64M
1.17M $23.2M
BDC
Belden Inc.

Technology
-23K
- 6.66%
$99.82 - $122.07 $2.3M - $2.81M
323K $32.4M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-189K
- 19.7%
$25.31 - $30.02 $4.78M - $5.67M
770K $19.8M
HNI
Hni Corp

Industrials
-58.7K
- 8.9%
$43.17 - $51.26 $2.54M - $3.01M
601K $26.7M
AVDX
Avid Xchange Holdings, Inc.

Technology
-441K
- 29.07%
$6.89 - $10.81 $3.04M - $4.76M
1.08M $9.12M
OTEX
Open Text Corp

Technology
-134K
- 12.87%
$25.11 - $30.39 $3.35M - $4.06M
904K $22.8M
WABC
Westamerica Bancorporation

Financial Services
-103K
- 15.36%
$49.12 - $52.43 $5.04M - $5.38M
566K $28.7M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-104K
- 17.19%
$52.01 - $61.99 $5.42M - $6.46M
502K $26.8M
CLVT
Clarivate PLC

Technology
-1M
- 46.57%
$3.93 - $5.66 $3.93M - $5.66M
1.15M $4.51M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-339K
- 14.44%
$8.5 - $11.33 $2.88M - $3.84M
2.01M $18.1M
FULC
Fulcrum Therapeutics, Inc.

Healthcare
-1.25M
- 81.35%
$2.88 - $5.08 $3.59M - $6.33M
286K $822K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-2.28M
- 40.34%
$1.14 - $2.1 $2.6M - $4.79M
3.37M $3.98M
CWK
Cushman & Wakefield PLC

Real Estate
-1.6K
- 0.07%
$10.19 - $13.87 $16.3K - $22.2K
2.2M $22.5M
QABA
First Trust Nasdaq Aba Communi

ETFs
-96.3K
- 24.86%
$51.3 - $59.13 $4.94M - $5.69M
291K $15.2M
LMAT
Lemaitre Vascular Inc

Healthcare
-35.1K
- 8.7%
$78.82 - $104.0 $2.76M - $3.65M
368K $30.9M
WRBY
Warby Parker Inc.

Healthcare
-106K
- 14.6%
$17.82 - $28.42 $1.89M - $3.01M
619K $11.3M
CATY
Cathay General Bancorp

Financial Services
-64.2K
- 8.42%
$42.27 - $48.78 $2.71M - $3.13M
698K $30.1M
STAA
Staar Surgical CO

Healthcare
-49.5K
- 6.13%
$15.35 - $24.99 $760K - $1.24M
759K $13.4M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-155K
- 17.41%
$15.74 - $22.48 $2.43M - $3.47M
733K $11.5M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-876K
- 11.44%
$7.89 - $8.07 $6.91M - $7.07M
6.78M $54M
ONB
Old National Bancorp

Financial Services
-209K
- 6.2%
$20.11 - $24.45 $4.2M - $5.11M
3.16M $67M
ABM
Abm Industries Inc

Industrials
-58.3K
- 6.53%
$45.51 - $54.64 $2.66M - $3.19M
836K $39.6M
PSO
Pearson PLC

Communication Services
-365K
- 11.93%
$15.45 - $17.75 $5.64M - $6.47M
2.69M $43.1M
EEMA
Ishares Msci Emerging Markets

ETFs
-90.5K
- 38.01%
$69.51 - $77.24 $6.29M - $6.99M
148K $10.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-46.7K
- 12.7%
$68.07 - $78.99 $3.18M - $3.69M
321K $21.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-829K
- 14.85%
$35.35 - $42.74 $29.3M - $35.4M
4.76M $197M
APLT
Applied Therapeutics Inc.

Healthcare
-5.94M
- 67.42%
$0.46 - $0.94 $2.73M - $5.59M
2.87M $1.41M
OFG
Ofg Bancorp

Financial Services
-110K
- 14.94%
$38.85 - $44.74 $4.26M - $4.91M
625K $25M
SCCO
Southern Copper Corp

Basic Materials
-110K
- 6.11%
$85.92 - $101.48 $9.41M - $11.1M
1.68M $157M
MLAB
Mesa Laboratories Inc

Technology
-24.2K
- 10.08%
$118.66 - $154.76 $2.88M - $3.75M
216K $25.7M
WINA
Winmark Corp

Consumer Cyclical
-2.07K
- 2.9%
$304.11 - $396.66 $631K - $823K
69.4K $22M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-121K
- 23.13%
$32.96 - $44.43 $4M - $5.39M
403K $13.4M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
-51.8K
- 4.21%
$20.63 - $25.57 $1.07M - $1.32M
1.18M $24.3M
PFS
Provident Financial Services Inc

Financial Services
-205K
- 13.91%
$16.35 - $19.59 $3.34M - $4.01M
1.27M $21.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
-230K
- 9.78%
$25.08 - $25.64 $5.78M - $5.91M
2.12M $53.5M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-151K
- 18.69%
$32.18 - $40.46 $4.85M - $6.1M
656K $21.8M
MTX
Minerals Technologies Inc

Basic Materials
-26.6K
- 7.87%
$63.57 - $77.67 $1.69M - $2.07M
311K $19.8M
QURE
Uni Qure N.V.

Healthcare
-93.8K
- 13.45%
$10.6 - $18.08 $994K - $1.7M
604K $6.4M
SBLK
Star Bulk Carriers Corp.

Industrials
-425K
- 35.89%
$14.35 - $17.15 $6.1M - $7.3M
760K $11.8M
HAIN
Hain Celestial Group Inc

Consumer Defensive
-463K
- 23.33%
$3.58 - $6.19 $1.66M - $2.87M
1.52M $6.32M
NNOX
Nano X Imaging Ltd.

Healthcare
-589K
- 44.05%
$5.0 - $9.97 $2.95M - $5.88M
749K $3.74M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-384K
- 14.41%
$15.13 - $18.07 $5.82M - $6.95M
2.28M $37.7M
MEI
Methode Electronics Inc

Technology
-269K
- 35.07%
$6.11 - $13.17 $1.64M - $3.54M
498K $3.18M
ITRI
Itron, Inc.

Technology
-22.7K
- 2.49%
$92.6 - $110.29 $2.1M - $2.5M
889K $93.2M
IYY
Ishares Tr

ETFs
-18.7K
- 3.96%
$134.05 - $149.75 $2.5M - $2.8M
454K $61.7M
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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