Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-10.2K
- 10.43%
$43.36 - $48.87 $441K - $497K
87.3K $3.87M
BOH
Bank Of Hawaii Corp

Financial Services
-81.8K
- 13.27%
$61.29 - $80.51 $5.01M - $6.58M
534K $38.1M
CRCT
Cricut, Inc.

Technology
-10.8K
- 2.32%
$5.05 - $6.92 $54.4K - $74.5K
452K $2.58M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-11.2K
- 9.36%
$28.98 - $32.34 $323K - $361K
108K $3.15M
GUT
Gabelli Utility Trust

Financial Services
-95.7K
- 11.2%
$4.99 - $5.44 $478K - $521K
759K $3.82M
VYGR
Voyager Therapeutics, Inc.

Healthcare
-93.5K
- 17.3%
$5.27 - $8.07 $493K - $755K
447K $2.54M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-40.6K
- 6.69%
$7.02 - $7.61 $285K - $309K
566K $3.99M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.52K
- 0.63%
$83.21 - $88.08 $127K - $134K
239K $20.4M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
-38.6K
- 29.06%
$16.22 - $22.66 $626K - $874K
94.2K $1.8M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
-23.8K
- 8.66%
$13.32 - $14.58 $317K - $347K
251K $3.36M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-624
- 0.32%
$192.71 - $203.05 $120K - $127K
195K $37.8M
MXF
Mexico Fund Inc

Financial Services
-37.1K
- 54.0%
$13.03 - $15.37 $483K - $570K
31.6K $417K
PSR
Invesco Actively

ETFs
-4.1K
- 13.56%
$89.02 - $99.55 $365K - $408K
26.1K $2.36M
MMI
Marcus & Millichap, Inc.

Real Estate
-8.69K
- 4.22%
$35.52 - $42.22 $309K - $367K
197K $7.54M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
-22.1K
- 11.18%
$14.78 - $16.52 $327K - $365K
176K $2.62M
AXGN
Axogen, Inc.

Healthcare
-470K
- 16.2%
$12.47 - $17.19 $5.86M - $8.08M
2.43M $40.1M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-33.9K
- 5.29%
$49.77 - $64.58 $1.69M - $2.19M
606K $33.2M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-10.5K
- 2.36%
$11.92 - $13.29 $126K - $140K
437K $5.25M
LKFN
Lakeland Financial Corp

Financial Services
-23.4K
- 8.37%
$61.39 - $75.85 $1.44M - $1.78M
256K $17.6M
AMPY
Amplify Energy Corp.

Energy
-53.6K
- 10.66%
$5.71 - $7.22 $306K - $387K
450K $2.7M
ONEW
One Water Marine Inc.

Consumer Cyclical
-15.2K
- 30.86%
$17.38 - $25.81 $264K - $392K
34.1K $591K
RLX
Rlx Technology Inc.

Consumer Defensive
-1.22M
- 20.84%
$1.59 - $2.18 $1.94M - $2.66M
4.63M $10M
BFK
Blackrock Municipal Income Trust

Financial Services
-26K
- 5.61%
$9.79 - $10.72 $255K - $279K
438K $4.32M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-175K
- 27.21%
$2.76 - $3.76 $483K - $658K
468K $1.4M
SSB
South State Corp

Financial Services
-43.6K
- 2.67%
$94.05 - $111.93 $4.1M - $4.88M
1.59M $158M
BYD
Boyd Gaming Corp

Consumer Cyclical
-80.1K
- 12.09%
$62.5 - $75.64 $5M - $6.06M
582K $42.2M
UCO
Pro Shares Trust Ii

ETFs
-24K
- 60.31%
$24.47 - $30.76 $587K - $738K
15.8K $433K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-88.1K
- 3.52%
$2.54 - $2.66 $224K - $234K
2.42M $6.17M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-1.02K
- 1.04%
$106.1 - $114.66 $108K - $116K
96.8K $10.3M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-51.4K
- 7.78%
$5.74 - $6.31 $295K - $324K
609K $3.54M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-78.6K
- 9.74%
$7.35 - $8.04 $578K - $632K
728K $5.55M
IBCP
Independent Bank Corp

Financial Services
-23.7K
- 13.77%
$31.36 - $38.99 $742K - $923K
148K $5.16M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-34.6K
- 7.29%
$9.82 - $10.6 $340K - $367K
440K $4.44M
EVTC
Evertec, Inc.

Technology
-30.3K
- 4.03%
$32.22 - $36.8 $978K - $1.12M
723K $25M
FM
Ishares Msci Frontier And Sele

ETFs
-18.9K
- 14.05%
$27.11 - $27.7 $512K - $523K
116K $3.14M
ILPT
Industrial Logistics Properties Trust

Real Estate
-22K
- 5.07%
$3.25 - $4.64 $71.4K - $102K
411K $1.5M
DEW
Wisdomtree Tr Global High Divi

ETFs
-6.46K
- 7.64%
$52.19 - $55.55 $337K - $359K
78.2K $4.09M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-70.8K
- 27.11%
$5.64 - $6.3 $400K - $446K
190K $1.09M
FHTX
Foghorn Therapeutics Inc.

Healthcare
-10.7K
- 9.85%
$4.61 - $9.35 $49.1K - $99.6K
97.5K $460K
WSBF
Waterstone Financial, Inc.

Financial Services
-20.5K
- 9.56%
$13.28 - $16.53 $273K - $339K
194K $2.61M
VRA
Vera Bradley, Inc.

Consumer Cyclical
-45.7K
- 19.43%
$3.28 - $5.94 $150K - $272K
190K $744K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-365K
- 8.71%
$8.22 - $9.44 $3M - $3.44M
3.83M $33.8M
AZUL
Azul Sa

Industrials
-63.7K
- 26.16%
$1.59 - $3.45 $101K - $220K
180K $300K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-2.9K
- 0.84%
$19.22 - $20.71 $55.7K - $60K
341K $6.55M
THRD
Third Harmonic Bio, Inc.

Healthcare
-493
- 0.3%
$10.29 - $15.4 $5.07K - $7.59K
162K $1.67M
XBIT
X Biotech Inc.

Healthcare
-9.3K
- 7.06%
$3.8 - $8.25 $35.3K - $76.7K
122K $483K
BLDP
Ballard Power Systems Inc.

Industrials
-213K
- 16.57%
$1.27 - $1.78 $270K - $379K
1.07M $1.78M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-28.2K
- 9.51%
$10.27 - $11.25 $289K - $317K
268K $2.78M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-14.7K
- 2.21%
$12.43 - $13.36 $183K - $196K
649K $8.14M
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
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