Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSBC
Wesbanco Inc

Financial Services
-132K
- 26.69%
$28.7 - $36.45 $3.8M - $4.83M
364K $11.8M
HY
Hyster Yale Materials Handling, Inc.

Industrials
-4.12K
- 1.94%
$49.77 - $68.77 $205K - $283K
208K $10.6M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-279K
- 27.35%
$9.24 - $9.69 $2.58M - $2.7M
741K $6.86M
CCRN
Cross Country Healthcare Inc

Healthcare
-335K
- 49.84%
$9.81 - $18.16 $3.28M - $6.08M
337K $6.12M
COMM
Comm Scope Holding Company, Inc.

Technology
-82.9K
- 3.03%
$4.12 - $6.95 $342K - $576K
2.65M $13.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-56.5K
- 10.08%
$26.65 - $29.34 $1.51M - $1.66M
504K $13.7M
PMX
Pimco Municipal Income Fund Iii

Financial Services
-297K
- 38.35%
$7.23 - $8.52 $2.15M - $2.53M
478K $3.52M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-151K
- 20.79%
$11.82 - $13.73 $1.79M - $2.08M
577K $6.94M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-120K
- 3.96%
$12.32 - $13.02 $1.48M - $1.57M
2.92M $36M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-123K
- 9.52%
$10.7 - $12.07 $1.32M - $1.49M
1.17M $12.7M
BRFS
Brf S.A.

Consumer Defensive
-560K
- 29.31%
$4.05 - $4.77 $2.27M - $2.67M
1.35M $5.5M
BVN
Buenaventura Mining CO Inc

Basic Materials
-26.2K
- 2.41%
$11.52 - $14.07 $302K - $369K
1.06M $12.2M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-32.9K
- 1.92%
$11.48 - $12.95 $377K - $426K
1.68M $19.3M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-201K
- 43.51%
$10.44 - $11.67 $2.1M - $2.35M
261K $2.77M
ARTNA
Artesian Resources Corp

Utilities
-53K
- 26.11%
$31.25 - $36.99 $1.66M - $1.96M
150K $4.74M
SBSI
Southside Bancshares Inc

Financial Services
-68.6K
- 18.37%
$31.67 - $37.22 $2.17M - $2.55M
305K $9.68M
KTCC
Key Tronic Corp

Technology
-61.7K
- 3.45%
$3.99 - $6.06 $246K - $374K
1.73M $7.45M
PRA
Proassurance Corp

Financial Services
-211K
- 31.95%
$14.37 - $17.31 $3.04M - $3.66M
450K $7.16M
SWX
Southwest Gas Holdings, Inc.

Utilities
-18.6K
- 3.87%
$67.87 - $79.16 $1.26M - $1.47M
462K $32.6M
FDUS
Fidus Investment Corp

Financial Services
-162K
- 36.38%
$19.1 - $21.49 $3.1M - $3.49M
284K $5.97M
RCUS
Arcus Biosciences, Inc.

Healthcare
-165K
- 23.03%
$14.28 - $18.44 $2.35M - $3.03M
550K $8.19M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-260K
- 12.47%
$8.36 - $8.71 $2.17M - $2.26M
1.82M $15.3M
BITF
Bitfarms LTD

Financial Services
-447K
- 13.59%
$1.49 - $2.69 $666K - $1.2M
2.84M $4.24M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-21.7K
- 16.02%
$112.69 - $123.97 $2.44M - $2.69M
114K $12.8M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-51.3K
- 15.36%
$27.67 - $31.93 $1.42M - $1.64M
283K $7.95M
WINA
Winmark Corp

Consumer Cyclical
-8.95K
- 11.13%
$352.4 - $422.31 $3.15M - $3.78M
71.4K $28.1M
MRC
Mrc Global Inc.

Energy
-214K
- 25.61%
$12.11 - $14.44 $2.59M - $3.09M
621K $7.94M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-379K
- 18.98%
N/A
1.62M $11.5M
ALLO
Allogene Therapeutics, Inc.

Healthcare
-723K
- 41.99%
$1.84 - $3.22 $1.33M - $2.33M
999K $2.13M
SNDR
Schneider National, Inc.

Industrials
-132K
- 8.22%
$26.97 - $33.61 $3.56M - $4.43M
1.47M $43.1M
JPEM
Jp Morgan Diversified Return

ETFs
-29.6K
- 12.35%
$51.88 - $57.84 $1.53M - $1.71M
210K $10.9M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-40.1K
- 39.24%
$52.07 - $58.13 $2.09M - $2.33M
62.1K $3.23M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-26K
- 23.86%
$74.93 - $97.17 $1.95M - $2.53M
83.1K $6.3M
JRVR
James River Group Holdings, Ltd.

Financial Services
-336K
- 46.36%
$4.42 - $7.17 $1.49M - $2.41M
389K $1.9M
GAM
General American Investors CO Inc

Financial Services
-44.2K
- 28.54%
$49.57 - $55.15 $2.19M - $2.44M
111K $5.64M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-51.6K
- 26.94%
$36.06 - $39.96 $1.86M - $2.06M
140K $5.06M
ANGI
Angi Inc.

Communication Services
-66.2K
- 2.4%
$1.6 - $2.62 $106K - $173K
2.69M $4.46M
GIC
Global Industrial CO

Industrials
-33.4K
- 16.91%
$24.71 - $34.99 $824K - $1.17M
164K $4.06M
EVER
Ever Quote, Inc.

Communication Services
-115K
- 38.19%
$16.8 - $21.02 $1.93M - $2.42M
186K $3.72M
EDOW
First Tr Exchange Traded Fd

ETFs
-81.3K
- 9.05%
$35.29 - $38.02 $2.87M - $3.09M
817K $29.7M
SMMT
Summit Therapeutics Inc.

Healthcare
-16.3K
- 2.82%
$17.52 - $23.46 $286K - $383K
561K $10M
HCSG
Healthcare Services Group Inc

Healthcare
-281K
- 20.03%
$9.71 - $12.9 $2.73M - $3.63M
1.12M $13.1M
IBMO
Ishares Tr Ibonds December 202

ETFs
-96.6K
- 11.99%
$25.4 - $25.62 $2.45M - $2.48M
709K $18.1M
BCAB
Bio Atla, Inc.

Healthcare
-754K
- 40.56%
$0.59 - $2.37 $445K - $1.79M
1.1M $651K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-55.4K
- 3.2%
$9.94 - $11.39 $551K - $631K
1.68M $16.8M
FIBK
First Interstate Bancsystem Inc

Financial Services
-119K
- 16.84%
$29.32 - $35.47 $3.5M - $4.24M
590K $19.1M
UTZ
Utz Brands, Inc.

Consumer Defensive
-98.3K
- 18.62%
$15.46 - $18.02 $1.52M - $1.77M
430K $6.73M
VBTX
Veritex Holdings, Inc.

Financial Services
-123K
- 14.14%
$24.85 - $31.26 $3.06M - $3.85M
748K $20.3M
CMPS
Compass Pathways PLC

Healthcare
-305K
- 30.47%
N/A
696K $5.94M
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email