Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RCII
Rent A Center Inc De

Industrials
-19.8K
- 3.13%
N/A
612K $16.3M
NAII
Natural Alternatives International Inc

Consumer Defensive
-66.3K
- 39.0%
$4.14 - $5.09 $275K - $338K
104K $447K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
-6.72K
- 7.16%
$31.62 - $38.2 $213K - $257K
87.1K $2.88M
CATH
Global X Fds Global X S&P 500

ETFs
-15.2K
- 3.96%
$68.5 - $73.81 $1.04M - $1.13M
370K $26.2M
FCBC
First Community Bankshares Inc

Financial Services
-6.36K
- 4.15%
$40.95 - $48.99 $261K - $312K
147K $6.12M
CHCT
Community Healthcare Trust Inc

Real Estate
-43.4K
- 14.64%
$16.06 - $19.35 $697K - $840K
253K $4.86M
RMR
Rmr Group Inc.

Real Estate
-4.69K
- 5.26%
$20.29 - $25.78 $95.1K - $121K
84.3K $1.74M
ADGI
Adagio Therapeutics, Inc.

Healthcare
-156K
- 43.78%
N/A
201K $665K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-14.1K
- 1.23%
$40.82 - $45.39 $574K - $638K
1.13M $46.8M
TTI
Tetra Technologies Inc

Energy
-274K
- 28.19%
$2.95 - $4.04 $809K - $1.11M
698K $2.5M
CAPL
Cross America Partners LP

Energy
-27.6K
- 36.66%
$19.57 - $22.21 $540K - $613K
47.7K $1.05M
MEC
Mayville Engineering Company, Inc.

Industrials
-12.6K
- 21.9%
$15.66 - $21.81 $197K - $274K
44.9K $705K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
-44K
- 15.79%
$7.97 - $8.54 $350K - $375K
234K $1.88M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-7.51K
- 2.54%
$23.56 - $25.94 $177K - $195K
288K $7M
CLBK
Columbia Financial, Inc.

Financial Services
-15.2K
- 7.35%
$15.81 - $19.14 $241K - $292K
192K $3.04M
FRME
First Merchants Corp

Financial Services
-34.1K
- 10.64%
$35.52 - $44.97 $1.21M - $1.53M
286K $11.4M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
-16.4K
- 7.42%
$11.09 - $12.69 $181K - $208K
204K $2.28M
GAL
Ssga Active ETF Tr

ETFs
-8.85K
- 11.52%
$44.18 - $45.9 $391K - $406K
67.9K $3M
CFB
Crossfirst Bankshares, Inc.

Financial Services
-3.48K
- 1.2%
$15.15 - $17.96 $52.7K - $62.4K
286K $4.33M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-32.3K
- 20.57%
$10.19 - $11.38 $329K - $367K
125K $1.28M
ERAS
Erasca, Inc.

Healthcare
-118K
- 13.56%
$2.44 - $3.23 $289K - $382K
755K $1.89M
OLP
One Liberty Properties Inc

Real Estate
-16.1K
- 10.83%
$26.35 - $30.15 $425K - $486K
133K $3.61M
NAUT
Nautilus Biotechnology, Inc.

Healthcare
-6.88K
- 1.72%
$1.67 - $2.96 $11.5K - $20.4K
394K $661K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.03K
- 0.79%
$143.69 - $159.92 $147K - $164K
129K $18.7M
SOHU
Sohu.Com LTD

Communication Services
-22.2K
- 31.42%
$12.04 - $17.05 $268K - $379K
48.5K $639K
DSGR
Distribution Solutions Group, Inc.

Industrials
-7.76K
- 14.55%
$34.27 - $40.85 $266K - $317K
45.6K $1.58M
PAYS
Paysign, Inc.

Technology
-111K
- 53.42%
$2.93 - $4.08 $326K - $454K
96.9K $298K
BBUC
Brookfield Business Corp

Financial Services
-15.6K
- 12.56%
$23.19 - $27.82 $361K - $433K
108K $2.68M
EDOG
Alps ETF Emerging Sector Divi

ETFs
-9.51K
- 8.15%
$20.63 - $22.94 $196K - $218K
107K $2.21M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-5.28K
- 1.18%
$5.84 - $6.96 $30.8K - $36.7K
441K $2.6M
EQAL
Invesco ETF

ETFs
-8.48K
- 6.1%
$48.01 - $51.95 $407K - $440K
131K $6.31M
KOLD
Pro Shares Trust Ii

ETFs
-5.59K
- 32.07%
$40.36 - $82.81 $226K - $463K
11.8K $505K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-17.8K
- 16.92%
$47.03 - $55.28 $839K - $987K
87.6K $4.57M
DENN
Denny'S Corp

Consumer Cyclical
-54.9K
- 17.3%
$5.46 - $7.39 $300K - $405K
262K $1.59M
ASTE
Astec Industries Inc

Industrials
-31.9K
- 8.74%
$30.29 - $39.22 $967K - $1.25M
333K $11.2M
AFYA
Afya LTD

Consumer Defensive
-20.4K
- 18.23%
$14.58 - $18.09 $297K - $368K
91.3K $1.45M
FRBA
First Bank (Nj) Common Stock

Financial Services
-19.8K
- 12.84%
$13.87 - $15.79 $274K - $312K
134K $1.89M
EIG
Employers Holdings, Inc.

Financial Services
-28.2K
- 9.24%
$47.48 - $53.89 $1.34M - $1.52M
277K $14.2M
FRST
Primis Financial Corp.

Financial Services
-30.2K
- 16.28%
$11.12 - $12.78 $336K - $386K
156K $1.81M
LBRDA
Liberty Broadband Corp

Communication Services
-1.25K
- 0.88%
$74.24 - $100.25 $93.1K - $126K
142K $10.5M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
-12.6K
- 8.85%
$16.2 - $17.93 $204K - $226K
130K $2.11M
EWO
Ishares Inc Msci Austria ETF

ETFs
-2.92K
- 1.42%
$20.47 - $22.43 $59.7K - $65.4K
203K $4.25M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-35.4K
- 10.84%
$18.24 - $21.74 $646K - $769K
291K $5.78M
FLBR
Franklin Templeton ETF Tr

ETFs
-20.4K
- 53.61%
$14.15 - $18.39 $288K - $375K
17.6K $249K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
-188K
- 22.19%
$0.5 - $0.95 $94.1K - $179K
660K $330K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-13.4K
- 10.5%
$32.85 - $34.26 $439K - $458K
114K $3.77M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-21.2K
- 0.39%
$20.6 - $20.71 $437K - $440K
5.38M $111M
LGFA
Lions Gate Entmt Corp Cl A Vtg
-49.9K
- 14.45%
N/A
295K $2.59M
SIZE
Ishares Msci Usa Size Factor E

ETFs
-2.84K
- 6.17%
$146.95 - $158.89 $417K - $451K
43.2K $6.41M
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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