Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOKF
Bok Financial Corp

Financial Services
-1.7K
- 1.08%
$98.85 - $114.26 $168K - $194K
156K $16.2M
HBIO
Harvard Bioscience Inc

Healthcare
-194K
- 69.55%
$0.57 - $2.19 $110K - $424K
84.7K $48K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-14.9K
- 2.3%
$12.24 - $13.31 $183K - $199K
634K $7.76M
HYGV
Flexshares Tr High Yield Value

ETFs
-9.62K
- 1.93%
$40.21 - $41.29 $387K - $397K
488K $19.7M
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
-112K
- 19.7%
$2.9 - $3.52 $324K - $393K
455K $1.36M
NOA
North American Construction Group Ltd.

Energy
-12K
- 20.07%
$15.79 - $22.03 $189K - $264K
47.7K $753K
USM
United States Cellular Corp

Communication Services
-16.2K
- 17.73%
$60.78 - $69.95 $987K - $1.14M
75.4K $5.21M
GBF
Ishares Tr

ETFs
-7.4K
- 5.89%
$101.08 - $104.63 $748K - $775K
118K $12.3M
PBPB
Potbelly Corp

Consumer Cyclical
-57.1K
- 42.22%
$8.93 - $13.3 $510K - $760K
78.2K $743K
VPG
Vishay Precision Group, Inc.

Technology
-24.7K
- 23.86%
$21.32 - $26.64 $526K - $658K
78.8K $1.9M
POET
Poet Technologies Inc.

Technology
-77.5K
- 72.58%
$3.29 - $6.75 $255K - $523K
29.3K $110K
BH
Biglari Holdings Inc.

Consumer Cyclical
-1.61K
- 36.1%
$208.0 - $257.76 $334K - $414K
2.84K $615K
FSTR
Foster L B CO

Industrials
-5.57K
- 9.91%
$19.68 - $28.56 $110K - $159K
50.7K $997K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
-221K
- 56.26%
$0.86 - $2.04 $190K - $452K
172K $148K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-12.4K
- 0.83%
$51.94 - $55.24 $645K - $686K
1.48M $78.7M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.36K
- 2.89%
$46.38 - $52.65 $156K - $177K
113K $5.28M
ALTG
Alta Equipment Group Inc.

Industrials
-36.8K
- 20.23%
$4.59 - $7.65 $169K - $282K
145K $680K
SVRA
Savara Inc

Healthcare
-140K
- 35.47%
$2.32 - $3.14 $326K - $441K
256K $707K
QUIK
Quicklogic Corp

Technology
-19.4K
- 29.5%
$5.11 - $12.0 $99.2K - $233K
46.4K $237K
GENI
Genius Sports LTD

Communication Services
-265K
- 16.79%
$8.32 - $11.08 $2.2M - $2.93M
1.31M $13.1M
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
-139K
- 56.54%
$1.45 - $3.08 $201K - $428K
107K $155K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-32.3K
- 19.65%
$18.46 - $19.19 $596K - $620K
132K $2.53M
RODM
Hartford Multifactor Developed

ETFs
-291K
- 8.78%
$28.07 - $31.56 $8.16M - $9.18M
3.02M $93.6M
VVI
Viad Corp

Industrials
-5K
- 2.6%
$38.76 - $41.63 $194K - $208K
187K $7.68M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-106K
- 22.66%
$2.48 - $3.03 $263K - $321K
362K $901K
CRCT
Cricut, Inc.

Technology
-49K
- 10.83%
$5.13 - $6.01 $251K - $294K
403K $2.08M
RMBL
Rumble On, Inc.

Consumer Cyclical
-48K
- 34.39%
$2.81 - $5.3 $135K - $254K
91.5K $258K
RM
Regional Management Corp.

Financial Services
-9.11K
- 16.23%
$28.98 - $36.94 $264K - $337K
47K $1.42M
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
-32.7K
- 17.5%
$17.43 - $18.01 $570K - $589K
154K $2.78M
SES
Ses Ai Corp

Consumer Cyclical
-41K
- 13.64%
$0.4 - $2.25 $16.4K - $92.3K
260K $134K
IMUX
Immunic, Inc.

Healthcare
-537K
- 48.62%
$0.94 - $1.3 $505K - $698K
568K $618K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-40.6K
- 10.63%
$10.11 - $10.58 $411K - $430K
342K $3.47M
NVRO
Nevro Corp

Healthcare
-460K
- 44.25%
$3.29 - $5.85 $1.51M - $2.69M
579K $3.38M
IBMO
Ishares Tr Ibonds December 202

ETFs
-21.5K
- 3.04%
$25.45 - $25.6 $548K - $552K
688K $17.6M
MTW
Manitowoc CO Inc

Industrials
-22.6K
- 4.29%
$8.4 - $12.16 $189K - $274K
504K $4.33M
DSX
Diana Shipping Inc.

Industrials
-112K
- 14.85%
$1.56 - $1.96 $175K - $219K
642K $1M
GEL
Genesis Energy LP

Energy
-1.36M
- 36.38%
$10.31 - $16.03 $14M - $21.8M
2.38M $37.3M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-139K
- 13.36%
$6.98 - $8.49 $970K - $1.18M
902K $7.11M
REPX
Riley Exploration Permian, Inc.

Energy
-8.12K
- 9.61%
$26.92 - $37.12 $218K - $301K
76.4K $2.23M
FLIC
First Of Long Island Corp

Financial Services
-50.7K
- 21.24%
$11.04 - $14.07 $560K - $714K
188K $2.32M
SILC
Silicom Ltd.

Technology
-20.5K
- 18.43%
$14.52 - $18.0 $298K - $370K
90.9K $1.35M
BRCC
Brc Inc.

Consumer Defensive
-101K
- 42.61%
$1.94 - $3.19 $196K - $323K
136K $284K
CGO
Calamos Global Total Return Fund

Financial Services
-5.9K
- 1.55%
$10.33 - $11.66 $60.9K - $68.7K
375K $3.87M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-42.8K
- 6.3%
$28.04 - $33.91 $1.2M - $1.45M
637K $19M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-67.3K
- 13.19%
$7.41 - $7.64 $498K - $514K
443K $3.34M
PASG
Passage Bio, Inc.

Healthcare
-806K
- 99.16%
$0.35 - $0.83 $282K - $669K
6.83K $2K
IPO
Renaissance Cap Greenwich Fds

ETFs
-407
- 0.55%
$37.55 - $48.06 $15.3K - $19.6K
73.6K $2.76M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
-43.7K
- 32.67%
$10.16 - $10.75 $444K - $470K
90K $940K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-10.5K
- 10.28%
$85.24 - $94.86 $892K - $993K
91.4K $8.33M
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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