Morgan Stanley Reduced Holdings in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLSSF
Solaris Res Inc Com New
-96.5K
- 70.61%
N/A
40.2K $115K
BAK
Braskem Sa

Basic Materials
-20.7K
- 36.8%
$3.8 - $7.5 $78.6K - $155K
35.5K $137K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-2.86K
- 1.51%
$9.56 - $10.96 $27.3K - $31.3K
187K $1.8M
KF
Korea Fund Inc

Financial Services
-3.37K
- 6.85%
$18.44 - $22.79 $62.1K - $76.7K
45.8K $844K
ATOS
Atossa Therapeutics, Inc.

Healthcare
-5.32K
- 1.16%
$0.94 - $1.62 $5K - $8.62K
452K $425K
NFBK
Northfield Bancorp, Inc.

Financial Services
-23.7K
- 9.51%
$11.03 - $14.1 $261K - $334K
225K $2.62M
KIND
Nextdoor Holdings, Inc.

Communication Services
-73.2K
- 8.4%
$2.28 - $2.84 $167K - $208K
798K $1.89M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
-13.9K
- 12.39%
$7.49 - $8.93 $104K - $124K
98.1K $734K
VLGEA
Village Super Market Inc

Consumer Defensive
-8.7K
- 7.53%
$28.36 - $33.32 $247K - $290K
107K $3.41M
LAW
Cs Disco, Inc.

Technology
-29.9K
- 24.7%
$4.98 - $6.53 $149K - $195K
91.2K $455K
PPTY
ETF Ser Solutions

ETFs
-3.29K
- 4.84%
$31.64 - $34.71 $104K - $114K
64.7K $2.08M
EH
E Hang Holdings LTD

Industrials
-43.3K
- 16.43%
$13.29 - $21.27 $576K - $921K
220K $3.47M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-3.16K
- 2.37%
$16.46 - $17.94 $52K - $56.7K
130K $2.14M
QIPT
Quipt Home Medical Corp.

Healthcare
-96.8K
- 27.94%
$2.36 - $3.07 $228K - $297K
250K $761K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
-6.13K
- 62.5%
$26.49 - $40.28 $162K - $247K
3.68K $101K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-2.48K
- 10.74%
$89.95 - $90.89 $223K - $225K
20.6K $1.86M
SNSR
Global X Fds Internet Of Thing

ETFs
-7.69K
- 6.08%
$34.03 - $36.88 $262K - $284K
119K $4.14M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-5.14K
- 6.15%
$60.19 - $64.39 $309K - $331K
78.3K $4.81M
FDHY
Fidelity Covington Trust High

ETFs
-1.46K
- 0.89%
$48.24 - $49.25 $70.6K - $72.1K
163K $7.85M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-568
- 2.66%
$86.43 - $99.56 $49.1K - $56.6K
20.8K $1.81M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-43.7K
- 49.74%
$5.55 - $6.07 $243K - $265K
44.2K $249K
SPOK
Spok Holdings, Inc

Healthcare
-26.3K
- 14.25%
$14.47 - $17.05 $381K - $449K
158K $2.54M
XLO
Xilio Therapeutics, Inc.

Healthcare
-521K
- 34.21%
$0.75 - $1.44 $391K - $750K
1M $961K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
-21K
- 18.52%
$10.86 - $11.38 $228K - $239K
92.4K $1.04M
FVCB
Fvc Bankcorp, Inc.

Financial Services
-15.4K
- 16.45%
$12.1 - $14.38 $187K - $222K
78.4K $985K
PSCD
Invesco S&P Smallcap Consumer

ETFs
-1.91K
- 12.23%
$104.98 - $118.31 $200K - $225K
13.7K $1.49M
PX
P10, Inc.

Financial Services
-59.3K
- 22.12%
$10.75 - $14.17 $638K - $841K
209K $2.63M
ACNB
Acnb Corp

Financial Services
-2.29K
- 5.98%
$39.15 - $50.72 $89.5K - $116K
36K $1.43M
IMTB
Ishares Tr

ETFs
-778
- 0.79%
$42.29 - $44.45 $32.9K - $34.6K
97.4K $4.13M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
-15.6K
- 11.62%
$14.14 - $17.78 $220K - $277K
118K $1.86M
CASS
Cass Information Systems Inc

Industrials
-4.66K
- 5.9%
$39.91 - $46.17 $186K - $215K
74.3K $3.04M
CXE
Mfs High Income Municipal Trust

Financial Services
-38.2K
- 13.2%
$3.63 - $3.99 $139K - $152K
251K $924K
NFGC
New Found Gold Corp.
-63.1K
- 37.01%
$1.54 - $2.74 $97.1K - $173K
107K $195K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
-26K
- 57.7%
$5.39 - $8.13 $140K - $212K
19.1K $121K
ATLO
Ames National Corp

Financial Services
-6.38K
- 8.95%
$15.93 - $18.69 $102K - $119K
64.9K $1.07M
CXSE
Wisdomtree Tr China Ex State O

ETFs
-1.64K
- 2.93%
$29.75 - $39.52 $48.8K - $64.8K
54.3K $1.62M
RSF
River North Specialty Finance Corp

ETFs
-15.1K
- 56.16%
$15.14 - $15.55 $229K - $235K
11.8K $182K
HIBL
Direxion Shs ETF Tr Daily S&P

ETFs
-5.09K
- 95.62%
$40.53 - $52.42 $206K - $267K
233 $9K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-14K
- 5.3%
$7.59 - $8.19 $106K - $115K
251K $1.91M
TILE
Interface Inc

Consumer Cyclical
-195K
- 23.17%
$17.47 - $26.82 $3.4M - $5.22M
646K $15.7M
OPI
Office Properties Income Trust

Real Estate
-56.7K
- 39.82%
$0.98 - $2.11 $55.5K - $120K
85.6K $85K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-25.1K
- 11.83%
$6.56 - $6.95 $164K - $174K
187K $1.25M
PKOH
Park Ohio Holdings Corp

Industrials
-1.82K
- 4.73%
$25.82 - $33.48 $47K - $61K
36.7K $963K
ACCD
Accolade, Inc.

Healthcare
-17.5K
- 4.77%
$3.15 - $4.04 $55.1K - $70.7K
350K $1.2M
RGCO
Rgc Resources Inc

Utilities
-4.9K
- 10.31%
$19.62 - $23.49 $96K - $115K
42.6K $854K
EEA
European Equity Fund, Inc

Financial Services
-11.9K
- 12.45%
$8.12 - $9.27 $96.5K - $110K
83.6K $678K
HTEC
Robo Global Healthcare

ETFs
-3.9K
- 3.46%
$27.99 - $30.62 $109K - $120K
109K $3.14M
AGZ
Ishares Agency Bond ETF

ETFs
-414
- 0.6%
$107.68 - $110.37 $44.6K - $45.7K
69K $7.45M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-2.92K
- 10.59%
$51.82 - $54.2 $151K - $158K
24.6K $1.28M
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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