Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TALO
Talos Energy Inc.

Energy
-229K
- 13.92%
$9.08 - $11.97 $2.08M - $2.74M
1.41M $13.7M
IVT
Inven Trust Properties Corp.

Real Estate
-136K
- 28.62%
$28.52 - $31.3 $3.89M - $4.27M
340K $10.2M
UWMC
Uwm Holdings Corp

Financial Services
-50.8K
- 4.55%
$5.65 - $8.33 $287K - $423K
1.07M $6.26M
SDGR
Schrodinger, Inc.

Healthcare
-238K
- 13.35%
$16.98 - $22.57 $4.03M - $5.36M
1.54M $29.7M
LZB
La Z Boy Inc

Consumer Cyclical
-82.5K
- 15.7%
$38.05 - $46.11 $3.14M - $3.81M
443K $19.3M
RWM
Proshares Short Russell2000

ETFs
-171K
- 77.72%
$17.33 - $19.36 $2.97M - $3.32M
49.2K $921K
BTG
B2 Gold Corp

Basic Materials
-380K
- 10.64%
$2.42 - $3.47 $919K - $1.32M
3.19M $7.78M
EBR
Brazilian Electric Power CO

Utilities
-257K
- 22.0%
$5.49 - $7.26 $1.41M - $1.87M
913K $5.22M
UCBI
United Community Banks Inc

Financial Services
-110K
- 9.14%
N/A
1.1M $32.1M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-262K
- 14.21%
N/A
1.58M $19.5M
ALEX
Alexander & Baldwin, Inc.

Real Estate
-91.2K
- 8.36%
$17.4 - $19.87 $1.59M - $1.81M
999K $17.7M
ITOS
I Teos Therapeutics, Inc.

Healthcare
-251K
- 50.01%
$7.22 - $10.02 $1.81M - $2.51M
251K $1.92M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-20.9K
- 7.86%
$109.14 - $121.63 $2.28M - $2.54M
245K $26.9M
CNMD
Conmed Corp

Healthcare
-29.1K
- 8.45%
$61.81 - $77.54 $1.8M - $2.26M
315K $21.6M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-288K
- 11.52%
$14.68 - $16.32 $4.23M - $4.7M
2.21M $34M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-49.8K
- 5.52%
$6.13 - $10.24 $305K - $510K
852K $5.4M
CSTL
Castle Biosciences Inc

Healthcare
-90.2K
- 22.74%
$26.52 - $34.67 $2.39M - $3.13M
307K $8.17M
ROBO
Robo Global Robotics And Autom

ETFs
-47.3K
- 7.94%
$55.06 - $58.6 $2.6M - $2.77M
548K $30.8M
BASE
Couchbase, Inc.

Technology
-180K
- 27.54%
$14.37 - $21.12 $2.58M - $3.79M
472K $7.36M
LIT
Global X Fds Global X Lithium

ETFs
-43.3K
- 8.85%
$40.78 - $48.97 $1.77M - $2.12M
446K $18.2M
MXI
Ishares Global Materials ETF

ETFs
-11.2K
- 7.69%
$77.6 - $93.04 $870K - $1.04M
135K $10.5M
NHC
National Healthcare Corp

Healthcare
-10.3K
- 9.23%
$107.42 - $135.75 $1.1M - $1.39M
101K $10.9M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-73.9K
- 4.92%
$11.52 - $13.16 $851K - $973K
1.43M $16.5M
RCMT
Rcm Technologies, Inc.

Industrials
-175K
- 43.48%
$20.0 - $25.9 $3.49M - $4.52M
227K $5.03M
RH
Rh

Consumer Cyclical
-54.1K
- 17.48%
$311.9 - $446.04 $16.9M - $24.1M
256K $101M
FSZ
First Trust Switzerland Alphad

ETFs
-33.2K
- 25.3%
$62.53 - $70.26 $2.08M - $2.33M
98K $6.15M
EFSC
Enterprise Financial Services Corp

Financial Services
-78.5K
- 30.07%
$49.0 - $61.38 $3.85M - $4.82M
182K $10.3M
DHT
Dht Holdings, Inc.

Energy
-49.8K
- 3.29%
$8.89 - $12.06 $442K - $600K
1.46M $13.6M
GRC
Gorman Rupp CO

Industrials
-73.8K
- 24.5%
$36.95 - $43.09 $2.73M - $3.18M
227K $8.63M
TMCI
Treace Medical Concepts, Inc.

Healthcare
-1.13M
- 34.59%
$4.66 - $8.78 $5.28M - $9.94M
2.14M $15.9M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-14.8K
- 1.81%
$73.19 - $81.02 $1.09M - $1.2M
806K $59.9M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-28.7K
- 8.55%
$94.79 - $95.69 $2.72M - $2.75M
307K $29.2M
NX
Quanex Building Products Corp

Industrials
-52.5K
- 10.37%
$23.13 - $31.51 $1.21M - $1.65M
453K $11M
DHC
Diversified Healthcare Trust

Real Estate
-272K
- 21.29%
$2.17 - $4.13 $591K - $1.12M
1.01M $2.32M
LAND
Gladstone Land Corp

Real Estate
-159K
- 36.93%
$10.48 - $13.85 $1.67M - $2.2M
272K $2.95M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-18K
- 1.51%
$34.46 - $38.29 $619K - $688K
1.17M $40.8M
FKU
First Trust United Kingdom Alp

ETFs
-60.5K
- 30.94%
$37.83 - $41.29 $2.29M - $2.5M
135K $5.14M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-44K
- 4.94%
$21.88 - $26.03 $963K - $1.15M
846K $18.7M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-254K
- 16.12%
$16.4 - $17.85 $4.17M - $4.53M
1.32M $23.2M
JPIN
Jp Morgan Diversified Return I

ETFs
-16.3K
- 5.02%
$53.56 - $59.9 $874K - $978K
309K $16.6M
BJRI
B Js Restaurants Inc

Consumer Cyclical
-115K
- 28.73%
$32.49 - $38.44 $3.73M - $4.41M
285K $10M
TWST
Twist Bioscience Corp

Healthcare
-92K
- 9.28%
$36.89 - $52.7 $3.39M - $4.85M
899K $41.8M
JILL
J.Jill, Inc.

Consumer Cyclical
-126K
- 76.84%
$23.91 - $28.55 $3.01M - $3.59M
37.9K $1.05M
SAND
Sandstorm Gold LTD

Basic Materials
-396K
- 21.44%
$5.36 - $6.48 $2.12M - $2.57M
1.45M $8.1M
SNBR
Sleep Number Corp

Consumer Cyclical
-133K
- 42.87%
$11.67 - $20.41 $1.55M - $2.71M
177K $2.69M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-414K
- 12.52%
$5.34 - $5.65 $2.21M - $2.34M
2.89M $15.7M
DLY
Double Line Yield Opportunities Fund

N/A
-83.3K
- 3.85%
$15.64 - $16.56 $1.3M - $1.38M
2.08M $32.9M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-36.9K
- 5.46%
$40.33 - $42.34 $1.49M - $1.56M
638K $25.7M
AUDC
Audiocodes LTD

Technology
-308K
- 13.64%
$7.78 - $9.77 $2.4M - $3.01M
1.95M $19M
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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