Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-69.1K
- 16.76%
N/A
343K $12.6M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
-124K
- 42.12%
$7.46 - $18.47 $924K - $2.29M
170K $1.42M
ONL
Orion Office Reit Inc.

Real Estate
-362K
- 32.3%
$2.14 - $4.15 $775K - $1.5M
759K $1.62M
RPAY
Repay Holdings Corp

Technology
-3.7K
- 0.3%
$5.48 - $7.7 $20.3K - $28.5K
1.22M $6.77M
CRAI
Cra International, Inc.

Industrials
-11.3K
- 27.71%
$172.33 - $210.97 $1.95M - $2.39M
29.5K $5.11M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-283K
- 5.73%
$13.33 - $14.08 $3.78M - $3.99M
4.66M $64.7M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-20.7K
- 27.34%
$73.28 - $92.15 $1.52M - $1.91M
55K $4.06M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-53.3K
- 57.3%
$44.15 - $48.43 $2.35M - $2.58M
39.7K $1.83M
SHYF
Shyft Group, Inc.

Industrials
-100K
- 21.89%
$8.09 - $12.59 $809K - $1.26M
357K $2.89M
FTA
First Tr Large Cap Value

ETFs
-39.6K
- 1.82%
$74.42 - $80.34 $2.95M - $3.18M
2.14M $164M
GSBC
Great Southern Bancorp, Inc.

Financial Services
-32.6K
- 21.27%
$55.37 - $62.0 $1.8M - $2.02M
121K $6.67M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-111K
- 10.08%
$24.6 - $24.99 $2.74M - $2.79M
994K $24.8M
NTST
Netstreit Corp.

Real Estate
-221K
- 35.29%
$13.64 - $15.85 $3.02M - $3.51M
406K $6.43M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4.87K
- 0.3%
$75.99 - $81.58 $370K - $397K
1.62M $124M
CBSH
Commerce Bancshares Inc

Financial Services
-35K
- 1.07%
$58.85 - $68.59 $2.06M - $2.4M
3.24M $202M
GABC
German American Bancorp, Inc.

Financial Services
-52K
- 31.31%
$37.21 - $41.71 $1.93M - $2.17M
114K $4.28M
STOT
Spdr Doubleline Short Duration

ETFs
-52.2K
- 33.75%
$46.74 - $47.25 $2.44M - $2.47M
103K $4.84M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-43.1K
- 8.09%
$47.4 - $50.24 $2.04M - $2.16M
489K $23.6M
LKFN
Lakeland Financial Corp

Financial Services
-191
- 0.07%
$59.44 - $69.54 $11.4K - $13.3K
256K $15.2M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
-27.6K
- 21.39%
$74.36 - $83.68 $2.05M - $2.31M
101K $7.54M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-5.26K
- 4.23%
$68.94 - $90.02 $362K - $473K
119K $8.44M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-37.1K
- 13.53%
$42.69 - $52.91 $1.58M - $1.96M
237K $10.3M
SAFT
Safety Insurance Group Inc

Financial Services
-23.1K
- 14.3%
$75.27 - $82.53 $1.74M - $1.91M
138K $10.9M
ALLY
Ally Financial Inc.

Financial Services
-122K
- 2.71%
$32.99 - $40.09 $4.03M - $4.9M
4.38M $160M
TMST
Timken Steel Corp

Basic Materials
-111K
- 21.29%
N/A
410K $8.81M
DFAU
Dimensional ETF Tr

ETFs
-53.7K
- 35.36%
$37.84 - $42.29 $2.03M - $2.27M
98.1K $3.77M
WW
Ww International, Inc.

Consumer Cyclical
-355K
- 12.18%
$0.47 - $1.77 $167K - $629K
2.56M $1.33M
FFWM
First Foundation Inc.

Financial Services
-257K
- 25.32%
$4.58 - $6.4 $1.18M - $1.65M
759K $3.94M
OSCR
Oscar Health, Inc.

Healthcare
-151K
- 12.94%
$12.83 - $17.3 $1.94M - $2.61M
1.02M $13.3M
OCFC
Oceanfirst Financial Corp

Financial Services
-115K
- 30.24%
$16.44 - $19.15 $1.88M - $2.19M
264K $4.5M
FA
First Advantage Corp

Industrials
-78.5K
- 29.12%
$12.66 - $20.01 $993K - $1.57M
191K $2.69M
ALEX
Alexander & Baldwin, Inc.

Real Estate
-107K
- 10.71%
$17.04 - $18.35 $1.82M - $1.96M
892K $15.4M
SLVP
Ishares Msci Global Silver And

ETFs
-284K
- 51.08%
$11.88 - $15.41 $3.37M - $4.38M
272K $4.08M
SXT
Sensient Technologies Corp

Basic Materials
-48.5K
- 12.09%
$67.31 - $77.4 $3.26M - $3.75M
352K $26.2M
ISCV
Ishares Morningstar Small Cap

ETFs
-11.7K
- 2.92%
$58.11 - $66.0 $677K - $769K
388K $23M
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
-292K
- 80.81%
N/A
69.4K $551K
ISCB
International Speedway Corp

ETFs
-11.8K
- 3.12%
$53.73 - $61.7 $632K - $726K
366K $19.8M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-189K
- 11.92%
N/A
1.39M $17.1M
PKX
Posco Holdings Inc.

Basic Materials
-154K
- 12.77%
$39.82 - $55.32 $6.14M - $8.53M
1.05M $50M
STGW
Stagwell Inc

Communication Services
-330K
- 59.39%
$5.93 - $6.75 $1.96M - $2.23M
226K $1.37M
AVXL
Anavex Life Sciences Corp.

Healthcare
-39.4K
- 4.36%
$7.85 - $13.46 $310K - $531K
865K $7.42M
VBTX
Veritex Holdings, Inc.

Financial Services
-25.8K
- 3.45%
$23.47 - $27.67 $606K - $714K
722K $18M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-14.7K
- 16.01%
$157.04 - $169.58 $2.3M - $2.49M
77K $12.1M
MIST
Milestone Pharmaceuticals Inc.

Healthcare
-321K
- 24.87%
$0.8 - $2.41 $256K - $773K
969K $774K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-97.9K
- 28.09%
$12.74 - $15.33 $1.25M - $1.5M
251K $3.24M
MDXG
Mimedx Group, Inc.

Healthcare
-7.3K
- 0.67%
$7.54 - $9.28 $55K - $67.7K
1.09M $8.25M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-14.4K
- 2.96%
$66.59 - $77.68 $962K - $1.12M
473K $32.7M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-20.9K
- 69.34%
$103.21 - $114.0 $2.15M - $2.38M
9.22K $957K
BVS
Bioventus Inc.

Healthcare
-149K
- 23.26%
$8.76 - $11.05 $1.31M - $1.65M
493K $4.51M
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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