Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-40.6K
- 7.26%
$96.27 - $116.36 $3.91M - $4.72M
518K $60.3M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-29.9K
- 6.38%
$20.96 - $26.08 $627K - $780K
439K $9.9M
PNTG
Pennant Group, Inc.

Healthcare
-23.4K
- 7.68%
$22.21 - $28.35 $520K - $664K
281K $7.08M
MCB
Metropolitan Bank Holding Corp.

Financial Services
-11.9K
- 8.31%
$52.53 - $65.79 $623K - $780K
131K $7.32M
FCBC
First Community Bankshares Inc

Financial Services
-11.3K
- 7.68%
$37.69 - $45.34 $426K - $512K
136K $5.11M
LSEA
Landsea Homes Corp

Real Estate
-68.8K
- 25.36%
$6.38 - $8.75 $439K - $602K
202K $1.3M
BJRI
B Js Restaurants Inc

Consumer Cyclical
-22K
- 7.71%
$31.53 - $38.63 $692K - $848K
263K $9.01M
UNTY
Unity Bancorp Inc

Financial Services
-19.4K
- 26.65%
$39.98 - $50.05 $776K - $971K
53.4K $2.17M
RLY
Ssga Active ETF Tr

ETFs
-70.1K
- 10.66%
$27.21 - $28.6 $1.91M - $2M
587K $16.7M
OSBC
Old Second Bancorp Inc

Financial Services
-32.8K
- 8.3%
$16.18 - $19.4 $531K - $637K
363K $6.03M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-21.8K
- 42.13%
$45.66 - $47.41 $993K - $1.03M
29.9K $1.4M
DHIL
Diamond Hill Investment Group Inc

Financial Services
-4.55K
- 16.66%
$142.84 - $156.59 $649K - $712K
22.7K $3.25M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-556K
- 39.46%
$1.1 - $1.52 $611K - $845K
853K $946K
CCB
Coastal Financial Corp

Financial Services
-14.7K
- 23.5%
$79.67 - $100.71 $1.17M - $1.48M
47.7K $4.31M
SEB
Seaboard Corp

Industrials
-741
- 19.44%
$2422.16 - $2992.67 $1.79M - $2.22M
3.07K $8.28M
AMSF
Amerisafe Inc

Financial Services
-22.3K
- 2.66%
N/A
815K $35.7M
KLXE
Klx Energy Services Holdings, Inc.

Energy
-65.8K
- 13.39%
$3.37 - $7.04 $222K - $463K
425K $1.49M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-163K
- 26.86%
$5.75 - $6.1 $940K - $997K
445K $2.57M
BELFB
Bel Fuse Inc.

Technology
-7.54K
- 14.29%
$73.55 - $86.91 $554K - $655K
45.2K $3.38M
CLFD
Clearfield, Inc.

Technology
-27.6K
- 24.65%
$27.28 - $41.12 $753K - $1.13M
84.3K $2.51M
FXG
First Tr Exchange Traded First

ETFs
-21.8K
- 6.04%
$62.56 - $65.85 $1.36M - $1.44M
339K $22.2M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-17.2K
- 63.15%
$51.08 - $56.64 $877K - $972K
10K $523K
JPSE
J P Morgan Diversified Return

ETFs
-302
- 0.11%
$42.78 - $48.51 $12.9K - $14.7K
281K $12.3M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
-26.2K
- 3.74%
$10.29 - $12.88 $270K - $338K
674K $7.41M
RERE
At Renew Inc.

Consumer Cyclical
-390K
- 11.95%
$2.43 - $3.48 $947K - $1.36M
2.87M $8.44M
HCAT
Health Catalyst, Inc.

Healthcare
-66.3K
- 25.96%
$3.97 - $7.42 $263K - $492K
189K $856K
CPK
Chesapeake Utilities Corp

Utilities
-24.1K
- 7.93%
$116.55 - $130.37 $2.81M - $3.15M
280K $36M
FRME
First Merchants Corp

Financial Services
-27.3K
- 9.52%
$37.99 - $45.25 $1.04M - $1.23M
259K $10.5M
KODK
Eastman Kodak CO

Industrials
-124K
- 19.31%
$6.15 - $8.08 $763K - $1M
518K $3.28M
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-42.9K
- 36.7%
$21.84 - $24.05 $937K - $1.03M
74K $1.75M
HBCP
Home Bancorp, Inc.

Financial Services
-19.8K
- 52.22%
$42.32 - $52.49 $839K - $1.04M
18.1K $812K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-11.2K
- 7.49%
$91.66 - $99.33 $1.02M - $1.11M
138K $12.9M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-39.7K
- 3.56%
$23.03 - $23.17 $915K - $921K
1.08M $24.8M
TBI
True Blue, Inc.

Industrials
-73.2K
- 23.06%
N/A
244K $3.11M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-43.5K
- 3.15%
$12.48 - $13.53 $543K - $588K
1.34M $16.8M
JRVR
James River Group Holdings, Ltd.

Financial Services
-159K
- 40.92%
$3.51 - $5.02 $559K - $800K
230K $965K
CTRN
Citi Trends Inc

Consumer Cyclical
-30K
- 47.02%
$19.72 - $28.88 $591K - $866K
33.8K $748K
BFST
Business First Bancshares, Inc.

Financial Services
-29.5K
- 19.72%
$23.34 - $27.96 $690K - $826K
120K $2.93M
CDLX
Cardlytics, Inc.

Communication Services
-100K
- 25.71%
$1.81 - $3.9 $181K - $391K
290K $526K
PCYO
Pure Cycle Corp

Utilities
-31.1K
- 11.62%
$10.47 - $12.57 $325K - $390K
236K $2.47M
LE
Lands' End, Inc.

Consumer Cyclical
-68.7K
- 43.34%
N/A
89.8K $1.19M
MYPS
Playstudios, Inc.

Communication Services
-254K
- 25.51%
$1.15 - $1.95 $292K - $494K
740K $940K
CTLP
Cantaloupe, Inc.

Technology
-6.63K
- 1.27%
$7.52 - $11.15 $49.9K - $73.9K
514K $4.04M
RAVI
Flexshares Tr Ready Access Var

ETFs
-12.6K
- 9.37%
$75.2 - $75.58 $950K - $954K
122K $9.23M
FISI
Financial Institutions Inc

Financial Services
-13.6K
- 5.74%
$24.96 - $29.63 $340K - $404K
224K $5.59M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-11K
- 3.27%
$66.28 - $72.04 $726K - $789K
324K $22.2M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-28.1K
- 27.0%
$10.75 - $16.2 $302K - $455K
75.9K $830K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-22.9K
- 11.83%
$32.57 - $35.82 $745K - $819K
170K $5.65M
EE
Excelerate Energy, Inc.

Utilities
-16.9K
- 6.77%
$27.92 - $32.38 $471K - $547K
232K $6.67M
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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