Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGEE
Mge Energy Inc

Utilities
-32.1K
- 8.84%
$85.7 - $94.18 $2.75M - $3.02M
331K $30.8M
DLO
D Local LTD

Technology
-13.8K
- 1.25%
$8.23 - $14.0 $114K - $194K
1.09M $9.11M
BTO
John Hancock Financial Opportunities Fund

Financial Services
-38K
- 2.94%
$32.12 - $38.37 $1.22M - $1.46M
1.25M $42.7M
GLPG
Galapagos Nv

Healthcare
-119K
- 82.37%
$22.69 - $28.79 $2.69M - $3.42M
25.4K $638K
CCRN
Cross Country Healthcare Inc

Healthcare
-149K
- 44.12%
$14.8 - $18.25 $2.2M - $2.71M
188K $2.8M
IWX
Ishares Tr Russell 200 Value E

ETFs
-49.4K
- 20.43%
$78.54 - $84.86 $3.88M - $4.2M
193K $15.8M
PFBC
Preferred Bank

Financial Services
-32.3K
- 15.07%
$81.03 - $93.15 $2.62M - $3.01M
182K $15.2M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-160K
- 13.01%
$47.39 - $54.26 $7.57M - $8.66M
1.07M $55.5M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-12.4K
- 7.27%
$82.77 - $101.84 $1.03M - $1.27M
159K $13.4M
UNF
Unifirst Corp

Industrials
-23K
- 9.1%
$169.33 - $230.5 $3.89M - $5.29M
229K $39.9M
RC
Ready Capital Corp

Real Estate
-18.1K
- 0.99%
$4.9 - $7.05 $88.4K - $127K
1.81M $9.21M
RES
Rpc Inc

Energy
-432K
- 21.92%
$5.18 - $7.01 $2.24M - $3.03M
1.54M $8.46M
FBP
First Bancorp

Financial Services
-242K
- 10.01%
$17.43 - $21.08 $4.22M - $5.1M
2.18M $41.7M
TRMK
Trustmark Corp

Financial Services
-80.2K
- 15.38%
$32.92 - $38.83 $2.64M - $3.11M
441K $15.2M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-27.8K
- 4.11%
$31.17 - $40.0 $867K - $1.11M
650K $21.3M
SGML
Sigma Lithium Corp

Basic Materials
-267K
- 49.61%
$10.28 - $12.98 $2.75M - $3.47M
271K $2.82M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-81.9K
- 12.92%
$44.87 - $56.71 $3.68M - $4.65M
552K $26.9M
INDI
Indie Semiconductor, Inc.

Technology
-65K
- 4.24%
$2.04 - $4.66 $133K - $303K
1.47M $2.99M
FNDA
Schwab Fundamental U S Small C

ETFs
-5.81K
- 0.44%
$26.87 - $30.99 $156K - $180K
1.31M $36M
HLX
Helix Energy Solutions Group Inc

Energy
-128K
- 6.03%
$7.76 - $9.68 $992K - $1.24M
1.99M $16.6M
TPC
Tutor Perini Corp

Industrials
-112K
- 19.49%
$21.51 - $29.39 $2.41M - $3.3M
463K $10.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-41.4K
- 10.98%
$28.62 - $36.65 $1.18M - $1.52M
336K $9.61M
MGNX
Macrogenics Inc

Healthcare
-763K
- 69.08%
$1.26 - $3.49 $961K - $2.66M
341K $433K
FIP
Ftai Infrastructure LLC
-42.2K
- 3.78%
$4.53 - $8.41 $191K - $355K
1.07M $4.87M
GSEE
Goldman Sachs Tr Marketbeta Em

ETFs
-79.8K
- 32.02%
$42.51 - $46.78 $3.39M - $3.73M
169K $7.65M
SVOL
Simplify ETF Simplify Volatili

ETFs
-150K
- 96.78%
$17.92 - $21.7 $2.69M - $3.26M
5.01K $91K
ACCO
Acco Brands Corp

Industrials
-401K
- 29.4%
$4.19 - $5.65 $1.68M - $2.26M
963K $4.03M
CHGG
Chegg, Inc

Consumer Defensive
-833K
- 31.48%
$0.62 - $1.81 $517K - $1.51M
1.81M $1.16M
UIS
Unisys Corp

Technology
-312K
- 32.68%
$3.9 - $7.15 $1.22M - $2.23M
642K $2.95M
TMCI
Treace Medical Concepts, Inc.

Healthcare
-609K
- 28.45%
$7.3 - $10.54 $4.45M - $6.42M
1.53M $12.9M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-112K
- 13.76%
$7.67 - $12.44 $857K - $1.39M
701K $6.09M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-17.1K
- 3.56%
$46.12 - $52.9 $789K - $905K
464K $21.6M
TILE
Interface Inc

Consumer Cyclical
-6.92K
- 1.07%
$18.26 - $25.12 $126K - $174K
639K $12.7M
EIRL
Ishares Tr Msci Ireland ETF

ETFs
-52.1K
- 56.6%
$56.3 - $63.32 $2.93M - $3.3M
39.9K $2.36M
CNDT
Conduent Inc

Technology
-171K
- 8.92%
$2.7 - $4.42 $463K - $758K
1.75M $4.73M
DIV
Global X Superdividend Us ETF

ETFs
-176K
- 15.15%
N/A
985K $16.9M
CELC
Celcuity Inc.

Healthcare
-39.9K
- 4.56%
$8.62 - $13.62 $344K - $544K
837K $8.46M
CSAN
Cosan S.A.

Energy
-531K
- 50.5%
$4.71 - $5.84 $2.5M - $3.1M
520K $2.72M
KTCC
Key Tronic Corp

Technology
-3.79K
- 0.22%
$2.56 - $4.26 $9.71K - $16.2K
1.72M $4.45M
IMAB
I Mab

Healthcare
-3.51M
- 99.02%
$0.8 - $1.1 $2.81M - $3.86M
34.8K $28K
LIT
Global X Fds Global X Lithium

ETFs
-53.7K
- 12.03%
$38.8 - $42.84 $2.08M - $2.3M
392K $15.2M
CHCO
City Holding CO

Financial Services
-23.3K
- 10.58%
$114.48 - $120.39 $2.67M - $2.81M
197K $23.2M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-178K
- 16.12%
$21.84 - $23.31 $3.88M - $4.14M
924K $21M
RWO
Spdr Dow Jones Global Real Est

ETFs
-75.8K
- 15.06%
$41.41 - $45.24 $3.14M - $3.43M
428K $18.7M
UVSP
Univest Financial Corp

Financial Services
-90.2K
- 28.56%
$27.52 - $31.63 $2.48M - $2.85M
226K $6.4M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-30K
- 22.91%
$98.43 - $98.88 $2.95M - $2.96M
101K $9.95M
MRC
Mrc Global Inc.

Energy
-183K
- 29.52%
$11.11 - $15.27 $2.04M - $2.8M
438K $5.02M
CDRE
Cadre Holdings, Inc.

Industrials
-24.8K
- 3.07%
$29.08 - $39.84 $722K - $989K
783K $23.2M
FBNC
First Bancorp

Financial Services
-38.2K
- 10.73%
$38.72 - $45.94 $1.48M - $1.76M
318K $12.8M
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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