Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YINN
Direxion Shs ETF Tr

ETFs
-79.9K
- 76.14%
$23.11 - $52.34 $1.85M - $4.18M
25K $1.04M
TRS
Trimas Corp

Consumer Cyclical
-67.5K
- 25.41%
$20.49 - $25.42 $1.38M - $1.72M
198K $4.64M
FBMS
First Bancshares Inc

Financial Services
-52.7K
- 58.14%
$32.86 - $38.98 $1.73M - $2.05M
37.9K $1.28M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-97.2K
- 9.09%
$22.42 - $23.22 $2.18M - $2.26M
973K $22.4M
PRVA
Privia Health Group, Inc.

Healthcare
-218K
- 20.92%
$19.64 - $25.69 $4.28M - $5.6M
823K $18.5M
VSDA
Victory Portfolios Ii Victorys

ETFs
-40.2K
- 15.82%
$49.77 - $53.06 $2M - $2.13M
214K $11.1M
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
-179K
- 51.44%
$5.58 - $12.54 $997K - $2.24M
169K $941K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-94.6K
- 11.24%
N/A
747K $14.6M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-315K
- 31.41%
$3.0 - $4.24 $945K - $1.34M
688K $2.15M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-157K
- 18.17%
$14.91 - $15.74 $2.34M - $2.47M
706K $11M
WLKP
Westlake Chemical Partners LP

Basic Materials
-77.8K
- 32.36%
$22.96 - $24.9 $1.79M - $1.94M
163K $3.75M
ULH
Universal Logistics Holdings, Inc.

Industrials
-8.25K
- 10.21%
$25.66 - $46.59 $212K - $385K
72.6K $1.9M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-23.9K
- 1.25%
$2.63 - $3.68 $63K - $88.1K
1.89M $4.96M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-51.7K
- 51.74%
$35.88 - $37.91 $1.86M - $1.96M
48.2K $1.81M
LPRO
Open Lending Corp

Financial Services
-141K
- 32.28%
$2.76 - $6.61 $390K - $935K
297K $819K
JMIA
Jumia Technologies Ag

Consumer Cyclical
-158K
- 18.18%
$2.15 - $4.21 $340K - $667K
713K $1.53M
IDU
Ishares Tr U S Utils ETF

ETFs
-47K
- 8.24%
$95.33 - $102.77 $4.48M - $4.83M
524K $53.1M
OI
O I Glass, Inc.

Consumer Cyclical
-247K
- 14.97%
$10.17 - $12.26 $2.51M - $3.03M
1.4M $16.1M
KE
Kimball Electronics, Inc.

Industrials
-78.9K
- 36.44%
$16.11 - $19.51 $1.27M - $1.54M
138K $2.26M
TPB
Turning Point Brands, Inc.

Consumer Defensive
-18.7K
- 1.83%
$55.09 - $70.34 $1.03M - $1.32M
1.01M $59.7M
SRCE
1 St Source Corp

Financial Services
-32.9K
- 26.1%
$54.91 - $67.65 $1.81M - $2.23M
93.1K $5.57M
NMIH
Nmi Holdings, Inc.

Financial Services
-29.6K
- 2.99%
$34.46 - $39.13 $1.02M - $1.16M
961K $34.6M
DSP
Viant Technology Inc.

Technology
-48.8K
- 28.64%
$11.74 - $25.95 $573K - $1.27M
122K $1.51M
ALTL
Pacer Lunt Large Cap Altenator

Technology
-36.7K
- 17.82%
$33.5 - $39.69 $1.23M - $1.46M
169K $5.89M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-178K
- 9.72%
$10.65 - $11.24 $1.9M - $2M
1.65M $17.7M
CEPU
Central Puerto S.A.

Utilities
-33.8K
- 8.33%
$11.09 - $15.9 $375K - $537K
372K $4.12M
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
-64.4K
- 73.55%
$18.9 - $27.09 $1.22M - $1.74M
23.1K $470K
ARLO
Arlo Technologies, Inc.

Industrials
-30.6K
- 2.81%
$9.87 - $14.38 $302K - $440K
1.06M $10.5M
GTY
Getty Realty Corp

Real Estate
-81K
- 10.77%
$29.11 - $31.4 $2.36M - $2.54M
671K $20.9M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
-129K
- 17.63%
N/A
603K $8.09M
PGRE
Paramount Group, Inc.

Real Estate
-250K
- 24.34%
$3.99 - $5.04 $997K - $1.26M
777K $3.34M
SCS
Steelcase Inc

Industrials
-90.7K
- 10.64%
$10.57 - $12.53 $959K - $1.14M
762K $8.35M
SANA
Sana Biotechnology, Inc.

Healthcare
-1.08M
- 56.78%
$1.65 - $4.3 $1.79M - $4.66M
826K $1.39M
XLE
Energy Sector Spdr

ETFs
-1.5M
- 8.44%
$85.7 - $93.96 $129M - $141M
16.3M $1.53B
HTH
Hilltop Holdings Inc.

Financial Services
-84.1K
- 18.2%
$27.15 - $32.77 $2.28M - $2.76M
378K $11.5M
BUSE
First Busey Corp

Financial Services
-27.4K
- 4.83%
$21.26 - $25.35 $582K - $693K
539K $11.7M
SEAT
Vivid Seats Inc.

Communication Services
-47.4K
- 5.06%
$2.68 - $4.85 $127K - $230K
889K $2.63M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-83.6K
- 12.23%
$17.95 - $19.17 $1.5M - $1.6M
600K $10.9M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-56.3K
- 36.23%
$26.71 - $32.52 $1.5M - $1.83M
99.1K $2.9M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-3.63K
- 0.61%
$43.72 - $51.15 $159K - $186K
593K $26.2M
SA
Seabridge Gold Inc

Basic Materials
-163K
- 19.21%
$10.47 - $13.33 $1.71M - $2.17M
685K $7.99M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-121K
- 0.52%
$8.11 - $8.58 $980K - $1.04M
23.1M $188M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-178K
- 23.96%
$9.16 - $9.5 $1.63M - $1.69M
564K $5.18M
PLL
Piedmont Lithium Inc.

Basic Materials
-138K
- 41.77%
$6.3 - $9.91 $866K - $1.36M
192K $1.21M
PRI
Primerica, Inc.

Financial Services
-15.2K
- 7.48%
$271.41 - $296.43 $4.13M - $4.51M
188K $53.6M
HTBK
Heritage Commerce Corp

Financial Services
-185K
- 25.58%
$8.75 - $10.75 $1.62M - $1.98M
537K $5.11M
KNTK
Kinetik Holdings Inc.

Energy
-4.47K
- 1.62%
$49.51 - $66.5 $221K - $297K
272K $14.1M
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-234K
- 15.29%
$0.67 - $1.81 $157K - $424K
1.3M $869K
DCOM
Dime Community Bancshares, Inc.

Financial Services
-19.8K
- 5.2%
$27.05 - $33.89 $536K - $672K
361K $10.1M
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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