Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMTB
Amerant Bancorp Inc.

Financial Services
-44.6K
- 27.88%
$20.14 - $23.95 $898K - $1.07M
115K $2.38M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-49.7K
- 3.27%
$37.17 - $41.44 $1.85M - $2.06M
1.47M $57.6M
NWPX
Northwest Pipe CO

Industrials
-12.1K
- 12.36%
$40.07 - $53.13 $487K - $645K
86.1K $3.56M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-121K
- 4.56%
$12.18 - $12.91 $1.48M - $1.56M
2.54M $31.4M
INKM
Ssga Active ETF Tr

ETFs
-38.4K
- 48.61%
$31.0 - $32.23 $1.19M - $1.24M
40.6K $1.29M
DSGN
Design Therapeutics, Inc.

Healthcare
-98.3K
- 28.4%
$3.68 - $6.66 $362K - $655K
248K $956K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-71.1K
- 11.15%
$27.77 - $31.75 $1.97M - $2.26M
566K $17.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-45.5K
- 4.46%
$66.9 - $71.57 $3.04M - $3.26M
974K $68.6M
CENTA
Central Garden & Pet Company C

Consumer Defensive
-31.2K
- 6.62%
$29.86 - $34.19 $932K - $1.07M
440K $14.4M
WU
Western Union CO

Financial Services
-100K
- 1.86%
$10.24 - $11.62 $1.03M - $1.16M
5.28M $55.9M
BFC
Bank First Corp

Financial Services
-11.9K
- 39.66%
$93.72 - $106.76 $1.12M - $1.27M
18.1K $1.83M
EDOW
First Tr Exchange Traded Fd

ETFs
-29.1K
- 3.56%
$35.58 - $38.24 $1.03M - $1.11M
788K $28.5M
HBNC
Horizon Bancorp Inc

Financial Services
-44.1K
- 9.51%
$15.0 - $17.76 $662K - $784K
420K $6.33M
IBMP
Ishares Tr Ibonds December 202

ETFs
-48.1K
- 9.0%
$25.1 - $25.34 $1.21M - $1.22M
486K $12.3M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
-2.45K
- 1.78%
$115.13 - $136.09 $282K - $333K
135K $15.9M
MNTK
Montauk Renewables, Inc.

Utilities
-137K
- 30.39%
$2.07 - $4.94 $283K - $676K
313K $655K
DCGO
Doc Go Inc.

Healthcare
-142K
- 29.94%
$2.64 - $5.6 $374K - $794K
332K $875K
EBF
Ennis, Inc.

Industrials
-44.8K
- 19.67%
$19.39 - $21.71 $869K - $973K
183K $3.68M
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-368K
- 25.95%
$1.26 - $1.69 $464K - $623K
1.05M $1.33M
ADV
Advantage Solutions Inc.

Communication Services
-228K
- 41.67%
$1.49 - $2.9 $340K - $661K
319K $481K
URTY
Proshares Trust Proshrs Ultrap

ETFs
-22.1K
- 92.13%
$33.92 - $54.8 $749K - $1.21M
1.89K $64K
CANG
Cango Inc.

Consumer Cyclical
-240K
- 71.87%
$3.1 - $5.25 $745K - $1.26M
94.1K $356K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-23.5K
- 3.5%
$28.69 - $31.94 $675K - $751K
649K $19.1M
ZUMZ
Zumiez Inc

Consumer Cyclical
-36.3K
- 27.1%
$12.78 - $19.17 $463K - $695K
97.6K $1.45M
COLD
Americold Realty Trust

Real Estate
-56.5K
- 3.41%
$20.74 - $23.05 $1.17M - $1.3M
1.6M $34.4M
MBWM
Mercantile Bank Corp

Financial Services
-22.4K
- 17.65%
$41.69 - $51.79 $933K - $1.16M
104K $4.53M
ERAS
Erasca, Inc.

Healthcare
-177K
- 23.39%
$1.28 - $2.75 $226K - $485K
578K $792K
MMI
Marcus & Millichap, Inc.

Real Estate
-10.1K
- 5.13%
$33.94 - $39.48 $343K - $399K
187K $6.44M
TRIN
Trinity Capital Inc.

Financial Services
-84.8K
- 31.33%
$14.26 - $16.56 $1.21M - $1.41M
186K $2.82M
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
-10.5K
- 23.41%
$42.94 - $57.64 $449K - $603K
34.2K $1.47M
MCBS
Metro City Bankshares, Inc.

Financial Services
-23.4K
- 22.84%
$27.12 - $32.42 $634K - $758K
78.9K $2.18M
CSWC
Capital Southwest Corp

Financial Services
-53.7K
- 25.13%
$21.69 - $23.81 $1.16M - $1.28M
160K $3.57M
QUAD
Quad/Graphics, Inc.

Industrials
-141K
- 66.61%
$5.45 - $7.93 $769K - $1.12M
70.7K $385K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-104K
- 6.01%
$16.12 - $16.78 $1.67M - $1.74M
1.62M $26.7M
EB
Eventbrite, Inc.

Technology
-168K
- 28.74%
$2.11 - $3.68 $355K - $619K
417K $879K
KBA
Kraneshares Bosera Msci China

ETFs
-48.8K
- 12.02%
$22.16 - $24.73 $1.08M - $1.21M
357K $8.44M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-84.4K
- 12.83%
$15.63 - $16.23 $1.32M - $1.37M
573K $9.13M
TCBK
Trico Bancshares

Financial Services
-15.6K
- 12.71%
$39.87 - $45.12 $621K - $703K
107K $4.27M
CURV
Torrid Holdings Inc.

Consumer Cyclical
-206K
- 83.06%
$4.79 - $7.06 $989K - $1.46M
42.1K $230K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-68.1K
- 29.62%
$17.61 - $18.7 $1.2M - $1.27M
162K $3.02M
OPBK
Op Bancorp

Financial Services
-54.1K
- 50.9%
$11.82 - $16.02 $640K - $867K
52.2K $627K
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
-64.8K
- 11.02%
$0.95 - $2.57 $61.5K - $166K
523K $517K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
-153K
- 25.28%
$2.21 - $4.48 $338K - $685K
452K $1.69M
AROW
Arrow Financial Corp

Financial Services
-18.5K
- 8.03%
$25.65 - $27.88 $474K - $515K
212K $5.57M
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
-53.1K
- 97.28%
$19.34 - $20.13 $1.03M - $1.07M
1.49K $29K
LADR
Ladder Capital Corp

Real Estate
-103K
- 16.49%
$10.81 - $11.87 $1.11M - $1.22M
519K $5.92M
PCH
Potlatchdeltic Corp

Real Estate
-96.3K
- 17.05%
$38.35 - $47.34 $3.69M - $4.56M
469K $21.1M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-48.3K
- 4.32%
$55.76 - $59.54 $2.69M - $2.88M
1.07M $62.2M
ERO
Ero Copper Corp.

Basic Materials
-66.9K
- 43.98%
$11.39 - $14.5 $762K - $971K
85.3K $1.03M
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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