Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-5.08K
- 38.35%
$41.61 - $47.59 $211K - $242K
8.16K $339K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-7.28K
- 3.55%
$44.26 - $45.22 $322K - $329K
198K $8.8M
MBIN
Merchants Bancorp

Financial Services
-12.4K
- 4.26%
$34.75 - $43.49 $432K - $540K
279K $10.3M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-14.4K
- 5.08%
$9.08 - $10.12 $131K - $146K
269K $2.45M
RBBN
Ribbon Communications Inc.

Communication Services
-50.5K
- 11.4%
$3.78 - $5.14 $191K - $260K
393K $1.54M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
-10.5K
- 4.23%
$39.95 - $42.5 $420K - $446K
238K $9.84M
PKOH
Park Ohio Holdings Corp

Industrials
-6.1K
- 16.63%
$21.28 - $25.7 $130K - $157K
30.6K $660K
BELFA
Bel Fuse Inc

Technology
-2.64K
- 43.0%
$72.06 - $89.82 $190K - $237K
3.5K $251K
QIPT
Quipt Home Medical Corp.

Healthcare
-52.1K
- 20.89%
$2.28 - $3.26 $119K - $170K
198K $460K
CADL
Candel Therapeutics, Inc.

Healthcare
-12.8K
- 17.0%
$5.65 - $12.21 $72.3K - $156K
62.5K $352K
CARE
Carter Bankshares, Inc.

Financial Services
-2.79K
- 1.56%
$15.9 - $18.1 $44.3K - $50.4K
176K $2.85M
BWB
Bridgewater Bancshares Inc

Financial Services
-25.9K
- 15.73%
$12.56 - $15.24 $326K - $395K
139K $1.93M
NKSH
National Bankshares Inc

Financial Services
-8.96K
- 34.01%
$26.55 - $30.25 $238K - $271K
17.4K $462K
RILY
B. Riley Financial, Inc.

Financial Services
-56.8K
- 56.66%
$3.08 - $6.39 $175K - $363K
43.5K $168K
CVRX
Cv Rx, Inc.

Healthcare
-16.1K
- 7.5%
$11.05 - $18.4 $178K - $297K
199K $2.43M
AIRS
Airsculpt Technologies, Inc.

Healthcare
-34K
- 45.78%
$2.29 - $6.05 $77.8K - $206K
40.2K $94K
HPK
High Peak Energy, Inc.

Energy
-4.29K
- 3.71%
$10.94 - $15.43 $46.9K - $66.2K
111K $1.41M
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
-114K
- 42.66%
$1.1 - $1.9 $125K - $216K
153K $167K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
-6.8K
- 26.92%
$26.32 - $31.08 $179K - $211K
18.5K $502K
ALE
Allete Inc

Utilities
-11.9K
- 2.16%
$64.9 - $65.91 $772K - $784K
538K $35.3M
INZY
Inozyme Pharma, Inc.

Healthcare
-11K
- 7.46%
$0.91 - $3.07 $10K - $33.8K
136K $124K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-5.44K
- 29.48%
$46.71 - $52.3 $254K - $284K
13K $623K
WETF
Wisdom Tree Investments, Inc.

Financial Services
-52K
- 2.34%
N/A
2.16M $11.8M
IRMD
Iradimed Corp

Healthcare
-1.16K
- 1.32%
$51.44 - $62.67 $59.7K - $72.8K
86.9K $4.56M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-5.78K
- 2.65%
$16.84 - $18.41 $97.4K - $106K
212K $3.58M
WMPN
William Penn Bancorporation

Financial Services
-22.4K
- 64.13%
$10.43 - $12.81 $233K - $287K
12.5K $136K
TRC
Tejon Ranch CO

Industrials
-17.2K
- 13.76%
$15.02 - $16.47 $258K - $283K
108K $1.71M
FAB
First Tr Multi Cap Value Alpha

ETFs
-986
- 1.46%
$77.33 - $86.01 $76.2K - $84.8K
66.4K $5.28M
DFAI
Dimensional ETF Tr

ETFs
-14.5K
- 16.88%
$28.88 - $32.4 $419K - $470K
71.4K $2.23M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-5K
- 0.53%
$14.31 - $15.69 $71.5K - $78.4K
931K $13.4M
TAXF
American Centy ETF Tr Diversif

ETFs
-99
- 0.02%
$49.19 - $50.86 $4.87K - $5.04K
413K $20.4M
BBCP
Concrete Pumping Holdings, Inc.

Industrials
-30.6K
- 33.68%
$4.96 - $9.04 $152K - $277K
60.3K $329K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
-71.3K
- 8.12%
$12.82 - $13.57 $914K - $967K
807K $10.9M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-10.9K
- 4.22%
$24.41 - $24.65 $266K - $268K
247K $6.05M
BRT
Brt Apartments Corp.

Real Estate
-10.7K
- 12.25%
$16.94 - $18.87 $181K - $202K
76.5K $1.3M
QLD
Proshares Ultra Qqq

ETFs
-2.03K
- 43.48%
$88.88 - $119.12 $180K - $241K
2.63K $234K
VTSI
Vir Tra, Inc

Industrials
-16.9K
- 22.43%
$4.07 - $7.04 $68.7K - $119K
58.3K $237K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
-23K
- 10.49%
$6.12 - $6.74 $141K - $155K
197K $1.2M
WMK
Weis Markets Inc

Consumer Defensive
-35.8K
- 13.41%
$62.92 - $82.56 $2.25M - $2.96M
231K $17.8M
KRBN
Kraneshares Global Carbon Stra

Technology
-6.05K
- 6.91%
$27.58 - $30.99 $167K - $188K
81.5K $2.3M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-13.4K
- 6.98%
$2.52 - $4.08 $33.8K - $54.8K
179K $466K
UIHC
United Insurance Holdings Corp.

Financial Services
-35.3K
- 23.04%
N/A
118K $885K
CASS
Cass Information Systems Inc

Industrials
-10.1K
- 13.62%
$38.87 - $45.08 $394K - $456K
64.2K $2.78M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-34.4K
- 6.79%
$9.82 - $10.44 $338K - $360K
473K $4.71M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-719
- 1.79%
$60.91 - $71.4 $43.8K - $51.3K
39.5K $2.45M
STTK
Shattuck Labs, Inc.

Healthcare
-198K
- 71.08%
$0.95 - $1.91 $188K - $377K
80.4K $76K
AMTX
Aemetis, Inc

Energy
-42.2K
- 21.68%
$1.59 - $2.99 $67.2K - $126K
153K $265K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-8.14K
- 1.57%
$35.96 - $36.72 $293K - $299K
510K $18.4M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-17.2K
- 6.77%
$20.2 - $22.24 $347K - $382K
236K $5.09M
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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