Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IOSP
Innospec Inc.

Basic Materials
-16.9K
- 6.62%
$107.78 - $124.9 $1.82M - $2.11M
238K $26.2M
BYND
Beyond Meat, Inc.

Consumer Defensive
-25.4K
- 3.08%
$3.41 - $6.71 $86.7K - $171K
801K $3.01M
HQL
Tekla Life Sciences Investors

Financial Services
-124K
- 25.32%
$13.12 - $15.25 $1.63M - $1.89M
366K $4.8M
FC
Franklin Covey CO

Industrials
-58.1K
- 51.12%
$35.29 - $44.09 $2.05M - $2.56M
55.5K $2.09M
VEGI
Ishares Inc Msci Global Agricu

ETFs
-59.8K
- 33.38%
$35.26 - $38.83 $2.11M - $2.32M
119K $4.22M
AVK
Advent Convertible & Income Fund

Financial Services
-222K
- 14.14%
$11.13 - $12.5 $2.47M - $2.77M
1.35M $15.9M
KRO
Kronos Worldwide Inc

Basic Materials
-142K
- 32.98%
$9.64 - $12.96 $1.37M - $1.85M
289K $2.82M
SGH
Smart Global Holdings, Inc.

Technology
-7.5K
- 1.12%
$15.03 - $20.85 $113K - $156K
660K $11.4M
DK
Delek Us Holdings, Inc.

Energy
-120K
- 8.61%
$15.4 - $20.37 $1.85M - $2.45M
1.27M $23.6M
KR
Kroger CO

Consumer Defensive
-660K
- 6.72%
$55.21 - $63.3 $36.4M - $41.7M
9.16M $560M
RLJ
Rlj Lodging Trust

Real Estate
-422K
- 24.35%
$8.77 - $10.68 $3.7M - $4.5M
1.31M $13.4M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-7.61K
- 0.67%
$114.77 - $127.28 $874K - $969K
1.13M $131M
AMWD
American Woodmark Corp

Consumer Cyclical
-2.64K
- 1.58%
$79.53 - $102.94 $210K - $271K
164K $13M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-62.7K
- 8.57%
$22.12 - $24.37 $1.39M - $1.53M
669K $15.7M
DEI
Douglas Emmett Inc

Real Estate
-311K
- 9.27%
$17.33 - $20.32 $5.39M - $6.32M
3.05M $56.5M
KMX
Carmax Inc

Consumer Cyclical
-137K
- 6.87%
$71.11 - $87.2 $9.78M - $12M
1.86M $152M
ADTN
Adtran Inc

Technology
-897K
- 43.09%
$5.75 - $8.86 $5.16M - $7.95M
1.19M $9.87M
ADT
Adt Inc.

Industrials
-262K
- 13.04%
$6.71 - $8.14 $1.76M - $2.14M
1.75M $12.1M
SRDX
Surmodics Inc

Healthcare
-78.1K
- 10.37%
$37.5 - $40.13 $2.93M - $3.13M
675K $26.7M
TWI
Titan International Inc

Industrials
-174K
- 18.25%
$6.44 - $8.89 $1.12M - $1.55M
781K $5.31M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-47.5K
- 3.07%
$41.74 - $49.17 $1.98M - $2.34M
1.5M $64.5M
OLO
Olo Inc.

Technology
-926K
- 54.15%
$4.64 - $8.02 $4.29M - $7.42M
784K $6.02M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-399K
- 24.04%
$2.96 - $4.24 $1.18M - $1.69M
1.26M $3.79M
STBA
S&T Bancorp Inc

Financial Services
-20K
- 4.43%
$37.59 - $44.12 $751K - $881K
431K $16.5M
NNI
Nelnet Inc

Financial Services
-17.7K
- 20.76%
$104.32 - $124.92 $1.84M - $2.21M
67.4K $7.2M
MCR
Mfs Charter Income Trust

Financial Services
-139K
- 1.71%
$6.16 - $6.57 $855K - $912K
7.99M $51M
PFFV
Global X Variable Rate Preferr

Technology
-74.7K
- 5.46%
$23.57 - $24.48 $1.76M - $1.83M
1.29M $30.5M
TDOC
Teladoc Health, Inc.

Healthcare
-241K
- 10.01%
$8.57 - $12.02 $2.07M - $2.9M
2.17M $19.7M
SGOL
Abrdn Gold ETF Trust

ETFs
-88.4K
- 4.23%
$24.46 - $26.62 $2.16M - $2.35M
2M $50.1M
SIBN
Si Bone, Inc.

Healthcare
-172K
- 39.59%
$12.15 - $16.05 $2.09M - $2.76M
262K $3.68M
GTY
Getty Realty Corp

Real Estate
-35.4K
- 4.49%
$29.81 - $33.31 $1.06M - $1.18M
752K $22.7M
PLL
Piedmont Lithium Inc.

Basic Materials
-261K
- 44.17%
$8.46 - $14.46 $2.2M - $3.77M
329K $2.88M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-127K
- 11.33%
$10.81 - $11.94 $1.37M - $1.51M
990K $10.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-13.6K
- 0.51%
$28.6 - $29.27 $390K - $399K
2.67M $76.6M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-322K
- 10.95%
$5.19 - $7.23 $1.67M - $2.33M
2.62M $16M
NXE
Nex Gen Energy Ltd.

Energy
-384K
- 16.15%
$6.6 - $8.88 $2.54M - $3.41M
2M $13.2M
MLKN
Millerknoll, Inc.

Consumer Cyclical
-7.22K
- 0.71%
$22.03 - $25.89 $159K - $187K
1.01M $22.8M
IEO
Ishares Tr

ETFs
-18.1K
- 4.51%
$85.22 - $101.77 $1.55M - $1.85M
384K $34.4M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-24.8K
- 8.37%
$37.0 - $41.71 $919K - $1.04M
272K $10.1M
LILA
Liberty Latin America Ltd.

Communication Services
-143K
- 31.91%
$6.16 - $10.4 $879K - $1.48M
305K $1.94M
CDMO
Avid Bioservices, Inc.

Healthcare
-246K
- 34.53%
$9.96 - $12.36 $2.45M - $3.04M
467K $5.76M
KBA
Kraneshares Bosera Msci China

ETFs
-51K
- 11.16%
$23.29 - $30.93 $1.19M - $1.58M
406K $9.52M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-200K
- 28.67%
$7.47 - $8.54 $1.5M - $1.71M
499K $3.73M
K
Kellogg CO

Consumer Defensive
-38.5K
- 1.27%
$80.34 - $81.29 $3.09M - $3.13M
2.99M $242M
MBUU
Malibu Boats, Inc.

Consumer Cyclical
-55.5K
- 29.99%
$36.59 - $45.3 $2.03M - $2.52M
130K $4.87M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-109K
- 39.36%
$19.65 - $20.27 $2.15M - $2.22M
169K $3.31M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-26.9K
- 0.58%
$8.51 - $9.15 $229K - $246K
4.58M $39.4M
SUZ
Suzano S.A.

Basic Materials
-250K
- 13.25%
$9.65 - $10.93 $2.41M - $2.73M
1.64M $16.6M
IPAR
Inter Parfums Inc

Consumer Defensive
-32.2K
- 3.29%
$118.08 - $139.92 $3.8M - $4.51M
946K $124M
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