Morgan Stanley Reduced Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-21.5K
- 22.85%
$63.43 - $74.53 $1.37M - $1.6M
72.7K $5.26M
VRNS
Varonis Systems Inc

Technology
-142K
- 12.81%
$49.58 - $59.83 $7.05M - $8.51M
968K $55.6M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-30.4K
- 3.05%
$23.03 - $23.12 $700K - $702K
967K $22.3M
DBA
Invesco Db Agriculture Fund

ETFs
-42.6K
- 6.0%
$25.62 - $27.91 $1.09M - $1.19M
667K $17.9M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-32.8K
- 18.34%
$27.91 - $34.0 $917K - $1.12M
146K $4.57M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-69.2K
- 19.46%
$9.52 - $10.0 $659K - $692K
286K $2.83M
GRC
Gorman Rupp CO

Industrials
-64.3K
- 27.35%
$36.65 - $46.41 $2.35M - $2.98M
171K $7.92M
GES
Guess Inc

Consumer Cyclical
-283K
- 32.47%
$12.39 - $16.91 $3.5M - $4.78M
588K $9.82M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-33.3K
- 6.36%
$11.59 - $12.29 $385K - $409K
490K $5.71M
CRNC
Cerence Inc.

Technology
-176K
- 26.48%
$8.14 - $13.52 $1.43M - $2.38M
489K $6.1M
PJT
Pjt Partners Inc.

Financial Services
-51.6K
- 7.75%
$165.08 - $188.27 $8.51M - $9.71M
614K $109M
DHIL
Diamond Hill Investment Group Inc

Financial Services
-4.08K
- 18.06%
$133.4 - $158.38 $545K - $647K
18.5K $2.59M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-141K
- 2.84%
$10.85 - $11.41 $1.53M - $1.61M
4.83M $54.2M
CDXS
Codexis, Inc.

Healthcare
-283K
- 59.02%
$2.35 - $3.33 $666K - $943K
197K $479K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
-29.7K
- 2.74%
$1.54 - $2.17 $45.7K - $64.4K
1.05M $1.69M
HTLD
Heartland Express Inc

Industrials
-59.5K
- 8.24%
$7.53 - $9.47 $448K - $564K
663K $5.56M
RCEL
Avita Medical, Inc.

Healthcare
-125K
- 56.24%
$4.17 - $6.76 $521K - $845K
97.2K $493K
KF
Korea Fund Inc

Financial Services
-28.1K
- 55.92%
$26.39 - $30.88 $743K - $869K
22.2K $674K
OOMA
Ooma Inc

Communication Services
-28.2K
- 6.15%
$10.98 - $13.26 $310K - $374K
430K $5.23M
MPB
Mid Penn Bancorp Inc

Financial Services
-24.9K
- 31.1%
$26.7 - $31.64 $663K - $786K
55.1K $1.58M
TASK
Task Us, Inc.

Technology
-47.5K
- 29.71%
$16.73 - $18.21 $795K - $865K
112K $2.01M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-41.9K
- 2.56%
$25.21 - $25.99 $1.06M - $1.09M
1.59M $41.2M
HZO
Marinemax Inc

Consumer Cyclical
-28.4K
- 11.83%
$22.19 - $28.07 $629K - $796K
211K $5.35M
CDRO
Codere Online Luxembourg, S.A.

Consumer Cyclical
-50.7K
- 24.92%
$6.8 - $8.74 $345K - $443K
153K $1.06M
FRPH
Frp Holdings, Inc.

Real Estate
-19.6K
- 26.67%
$24.3 - $27.49 $476K - $538K
53.8K $1.31M
BAND
Bandwidth Inc.

Technology
-55.8K
- 15.8%
$13.1 - $18.29 $730K - $1.02M
297K $4.95M
HFWA
Heritage Financial Corp

Financial Services
-32.6K
- 8.55%
$22.13 - $25.73 $721K - $839K
349K $8.43M
MYPS
Playstudios, Inc.

Communication Services
-408K
- 54.81%
$0.92 - $1.37 $375K - $559K
336K $322K
AMTB
Amerant Bancorp Inc.

Financial Services
-43.2K
- 25.11%
$18.56 - $21.65 $802K - $935K
129K $2.48M
KINS
Kingstone Companies, Inc.

Financial Services
-37.2K
- 25.29%
$13.21 - $16.39 $491K - $609K
110K $1.61M
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
-93.7K
- 17.22%
$2.88 - $3.9 $270K - $365K
451K $1.31M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-170K
- 6.18%
$5.7 - $6.01 $972K - $1.02M
2.59M $15.4M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-106K
- 8.09%
$10.1 - $11.09 $1.07M - $1.17M
1.2M $13.2M
NRDY
Nerdy Inc.

Technology
-245K
- 27.3%
$1.26 - $1.71 $309K - $420K
654K $823K
CARE
Carter Bankshares, Inc.

Financial Services
-57.7K
- 24.89%
$16.94 - $20.15 $978K - $1.16M
174K $3.38M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-30.1K
- 5.07%
$25.83 - $26.47 $778K - $797K
563K $14.8M
OCFC
Oceanfirst Financial Corp

Financial Services
-35.5K
- 16.3%
$16.32 - $19.01 $580K - $675K
182K $3.2M
CBNK
Capital Bancorp Inc

Financial Services
-16.2K
- 23.56%
$30.91 - $35.68 $500K - $578K
52.5K $1.68M
LBRT
Liberty Energy Inc.

Energy
-178K
- 9.74%
$10.02 - $13.25 $1.79M - $2.36M
1.65M $20.4M
ZEUS
Olympic Steel Inc

Basic Materials
-2.23K
- 0.86%
$30.05 - $35.46 $66.9K - $78.9K
258K $7.85M
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
-7.93K
- 98.99%
$70.63 - $163.01 $560K - $1.29M
81 $13K
TNGX
Tango Therapeutics, Inc.

Healthcare
-283K
- 52.9%
$4.96 - $8.53 $1.4M - $2.41M
252K $2.12M
TRC
Tejon Ranch CO

Industrials
-28.5K
- 17.38%
$15.97 - $19.27 $456K - $550K
136K $2.17M
EHTH
E Health, Inc.

Financial Services
-127K
- 32.78%
$3.21 - $4.76 $408K - $605K
261K $1.09M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-102K
- 8.59%
$70.51 - $77.82 $7.21M - $7.96M
1.09M $84.3M
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
-52.8K
- 8.0%
$2.64 - $3.76 $139K - $198K
607K $1.68M
ISTR
Investar Holding Corp

Financial Services
-41K
- 43.26%
$19.6 - $23.61 $804K - $968K
53.8K $1.24M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
-18.1K
- 99.99%
$32.99 - $37.65 $598K - $683K
1 $0
RBCAA
Republic Bancorp Inc

Financial Services
-3.66K
- 0.97%
$67.5 - $77.77 $247K - $285K
374K $27M
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
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