Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HTEC
Robo Global Healthcare

ETFs
-2.23K
- 2.05%
$27.33 - $31.35 $61.1K - $70K
107K $2.92M
PHX
Phx Minerals Inc.

Energy
-53.2K
- 36.15%
$3.65 - $4.2 $194K - $223K
93.9K $370K
WEST
Westrock Coffee Holdings, LLC
-58K
- 26.12%
$5.48 - $7.25 $318K - $421K
164K $1.18M
RELL
Richardson Electronics, Ltd.

Technology
-7.55K
- 16.72%
$10.97 - $14.87 $82.8K - $112K
37.6K $419K
SMID
Smith Midland Corp

Basic Materials
-538
- 4.25%
$31.07 - $44.55 $16.7K - $24K
12.1K $376K
TDF
Templeton Dragon Fund Inc

Financial Services
-78.4K
- 17.24%
$8.08 - $10.29 $633K - $807K
376K $3.65M
MVIS
Microvision, Inc.

Technology
-199K
- 19.69%
N/A
813K $854K
FSP
Franklin Street Properties Corp

Real Estate
-59.3K
- 2.91%
$1.74 - $2.04 $103K - $121K
1.98M $3.53M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
-4.4K
- 5.69%
$30.74 - $33.42 $135K - $147K
73K $2.24M
FHTX
Foghorn Therapeutics Inc.

Healthcare
-28.1K
- 28.78%
$3.52 - $6.16 $98.8K - $173K
69.5K $253K
CRDL
Cardiol Therapeutics Inc.

Healthcare
-145K
- 70.86%
$0.96 - $1.46 $139K - $212K
59.6K $57K
NOK
Nokia Corp

Technology
-3.66M
- 16.11%
$4.43 - $5.42 $16.2M - $19.8M
19.1M $100M
ELYM
Eliem Therapeutics, Inc.

Healthcare
-49.9K
- 21.98%
N/A
177K $727K
MTRX
Matrix Service CO

Industrials
-22.4K
- 13.79%
$11.72 - $15.37 $262K - $344K
140K $1.74M
WHF
White Horse Finance, Inc.

Financial Services
-20.9K
- 44.53%
$9.5 - $11.29 $199K - $236K
26.1K $251K
EMF
Templeton Emerging Markets Fund

Financial Services
-24.6K
- 19.47%
$11.76 - $13.49 $289K - $332K
102K $1.31M
ULBI
Ultralife Corp

Industrials
-22.6K
- 52.85%
$5.33 - $8.15 $121K - $185K
20.2K $108K
PERF
Perfect Corp.
-70K
- 98.3%
$1.68 - $3.1 $118K - $217K
1.21K $2K
NVNO
En V Veno Medical Corp

Healthcare
-61K
- 48.03%
$2.63 - $3.77 $160K - $230K
66K $173K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-5.31K
- 54.3%
$36.16 - $38.77 $192K - $206K
4.47K $163K
VBF
Invesco Bond Fund

Financial Services
-13.2K
- 6.2%
$15.2 - $15.85 $200K - $208K
199K $3.08M
NEWT
Newtek Business Services Corp.

Financial Services
-3.62K
- 1.92%
$11.86 - $13.34 $42.9K - $48.3K
185K $2.21M
PNF
Pimco New York Municipal Income Fund

Financial Services
-28K
- 15.57%
$7.33 - $7.85 $205K - $220K
152K $1.14M
STRS
Stratus Properties Inc

Real Estate
-7.09K
- 32.08%
$17.65 - $20.67 $125K - $147K
15K $266K
PLBC
Plumas Bancorp

Financial Services
-2.53K
- 12.02%
$41.9 - $48.2 $106K - $122K
18.5K $801K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-16.6K
- 10.91%
$11.41 - $12.06 $190K - $200K
136K $1.6M
RSVR
Reservoir Media, Inc.

Communication Services
-8.83K
- 10.0%
$7.25 - $8.54 $64K - $75.4K
79.5K $606K
CNTY
Century Casinos Inc

Consumer Cyclical
-32.5K
- 37.05%
$1.69 - $3.22 $55K - $105K
55.2K $93K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-11.3K
- 59.56%
$36.44 - $62.12 $411K - $701K
7.66K $475K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-2.16K
- 14.2%
$54.9 - $62.36 $119K - $135K
13K $725K
TLYS
Tilly'S, Inc.

Consumer Cyclical
-4.26K
- 4.88%
$2.19 - $4.56 $9.33K - $19.4K
83K $182K
ANEB
Anebulo Pharmaceuticals, Inc.

Healthcare
-20.8K
- 4.95%
$1.02 - $2.04 $21.2K - $42.4K
399K $518K
CZNC
Citizens & Northern Corp

Financial Services
-12.6K
- 28.33%
$18.14 - $22.36 $229K - $283K
32K $643K
PESI
Perma Fix Environmental Services Inc

Industrials
-4.24K
- 10.35%
$6.96 - $11.37 $29.5K - $48.2K
36.8K $267K
TG
Tredegar Corp

Industrials
-24.7K
- 13.23%
$6.78 - $8.12 $168K - $201K
162K $1.25M
NFGC
New Found Gold Corp.
-100K
- 93.61%
$1.04 - $1.93 $104K - $194K
6.86K $8K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-27.1K
- 50.49%
$4.81 - $6.29 $130K - $170K
26.5K $130K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
-9.97K
- 6.29%
$11.13 - $12.01 $111K - $120K
148K $1.66M
LCNB
Lcnb Corp

Financial Services
-10.6K
- 12.99%
$14.32 - $15.76 $152K - $167K
71K $1.05M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.93K
- 92.74%
$46.74 - $47.55 $184K - $187K
308 $14K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-4.39K
- 75.09%
$39.81 - $42.17 $175K - $185K
1.46K $58K
EQBK
Equity Bancshares Inc

Financial Services
-5.16K
- 4.76%
N/A
103K $3.6M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-78.8K
- 2.01%
$11.57 - $12.07 $912K - $952K
3.84M $44.9M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-14.1K
- 5.04%
$30.35 - $33.16 $429K - $469K
266K $8.51M
FEMB
First Tr ETF Emerging Markets

ETFs
-27.3K
- 4.47%
$25.88 - $27.49 $707K - $751K
584K $15.7M
OVLY
Oak Valley Bancorp

Financial Services
-2.32K
- 8.42%
$23.75 - $28.31 $55.2K - $65.8K
25.3K $630K
UEIC
Universal Electronics Inc

Technology
-2.28K
- 6.79%
$6.12 - $10.99 $13.9K - $25K
31.2K $191K
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
-37.6K
- 38.34%
$7.57 - $9.22 $285K - $347K
60.5K $557K
ACVF
ETF Opportunities Tr American

ETFs
-3.45K
- 10.77%
$42.01 - $46.08 $145K - $159K
28.6K $1.22M
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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