Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-27.7K
- 1.19%
$49.6 - $50.28 $1.37M - $1.39M
2.3M $116M
GREK
Global X Msci Greece ETF

ETFs
-7.17K
- 28.8%
$38.78 - $48.9 $278K - $351K
17.7K $833K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-24.9K
- 0.98%
$14.22 - $14.83 $354K - $369K
2.51M $36.3M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.76K
- 80.44%
$46.06 - $49.24 $127K - $136K
670 $31K
VHI
Valhi Inc

Basic Materials
-2.66K
- 21.84%
$15.91 - $24.39 $42.4K - $65K
9.53K $154K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.7K
- 48.65%
$44.96 - $47.9 $121K - $129K
2.85K $129K
CPA
Copa Holdings, S.A.

Industrials
-13K
- 5.55%
$85.71 - $98.05 $1.11M - $1.27M
221K $20.4M
BBC
Bioshares Biotechnology

ETFs
-3.05K
- 26.55%
$17.54 - $24.92 $53.5K - $76.1K
8.44K $148K
USCB
Uscb Financial Holdings, Inc.

Financial Services
-9.09K
- 17.66%
$16.43 - $20.0 $149K - $182K
42.4K $787K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
-4.32K
- 41.92%
$22.58 - $33.72 $97.6K - $146K
5.99K $160K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
-17.5K
- 12.06%
$2.93 - $4.21 $51.3K - $73.7K
128K $388K
PSCF
Invesco S&P Smallcap Financial

ETFs
-1.09K
- 3.84%
$51.29 - $57.57 $55.9K - $62.7K
27.3K $1.44M
CPSS
Consumer Portfolio Services, Inc.

Financial Services
-7.65K
- 28.56%
$8.45 - $12.61 $64.6K - $96.4K
19.1K $165K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-153K
- 40.31%
$0.66 - $1.25 $101K - $191K
226K $171K
FDMO
Fidelity Covington Tr Momentum

ETFs
-422
- 2.01%
$63.36 - $74.35 $26.7K - $31.4K
20.6K $1.34M
ATLO
Ames National Corp

Financial Services
-11K
- 16.97%
$16.11 - $18.81 $178K - $207K
53.9K $944K
VLUE
Ishares Msci Usa Value Factor

ETFs
-8.52K
- 1.13%
$104.89 - $113.56 $893K - $967K
748K $79.8M
INMD
In Mode Ltd.

Healthcare
-55K
- 6.7%
$15.9 - $19.4 $875K - $1.07M
766K $13.6M
IAUX
I 80 Gold Corp.
-383K
- 30.61%
$0.53 - $0.83 $203K - $318K
868K $503K
FEM
First Trust Emerging Markets A

ETFs
-93K
- 3.85%
$21.28 - $23.9 $1.98M - $2.22M
2.32M $53.1M
DRIV
Global X Fds Global X Autonomo

ETFs
-2.83K
- 8.43%
$21.14 - $24.23 $59.8K - $68.5K
30.7K $648K
CVEO
Civeo Corp

Industrials
-5.32K
- 52.95%
$20.47 - $27.31 $109K - $145K
4.73K $108K
FBIZ
First Business Financial Services, Inc.

Financial Services
-3.32K
- 7.78%
$42.78 - $56.35 $142K - $187K
39.4K $1.86M
GEOS
Geospace Technologies Corp

Energy
-9.51K
- 34.54%
N/A
18K $225K
IVAC
Intevac Inc

Industrials
-34.7K
- 99.72%
$3.34 - $4.06 $116K - $141K
97 $0
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-880
- 4.23%
$84.63 - $93.15 $74.5K - $82K
19.9K $1.69M
SCWO
374 Water Inc.

Industrials
-97.8K
- 39.84%
$0.31 - $0.7 $30.3K - $68.4K
148K $50K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-6.45K
- 3.1%
$25.35 - $27.46 $164K - $177K
202K $5.34M
VSMV
Victoryshares Us Multifactor M

ETFs
-4.65K
- 1.7%
$46.86 - $49.75 $218K - $231K
270K $13.1M
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
-86.7K
- 50.91%
$1.88 - $2.69 $163K - $233K
83.6K $213K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-6.09K
- 4.22%
$19.35 - $20.45 $118K - $124K
138K $2.72M
EP
Empire Petroleum Corp

Energy
-9.91K
- 25.34%
$5.55 - $7.95 $55K - $78.8K
29.2K $183K
NOTV
Inotiv, Inc.

Healthcare
-19K
- 55.09%
$2.15 - $5.4 $40.9K - $103K
15.5K $34K
VERI
Veritone, Inc.

Technology
-23K
- 39.14%
$2.33 - $3.74 $53.6K - $86K
35.7K $83K
NTIC
Northern Technologies International Corp

Basic Materials
-4.81K
- 18.79%
$10.41 - $13.43 $50.1K - $64.6K
20.8K $216K
NC
Nacco Industries Inc

Energy
-5.19K
- 30.22%
$30.0 - $34.67 $156K - $180K
12K $404K
FLL
Full House Resorts Inc

Consumer Cyclical
-28.3K
- 20.52%
$4.0 - $5.45 $113K - $154K
110K $457K
INNV
Innov Age Holding Corp.

Healthcare
-19.5K
- 38.99%
$2.98 - $3.98 $58.2K - $77.7K
30.5K $91K
ITRN
Ituran Location & Control Ltd.

Technology
-11.1K
- 18.68%
$31.47 - $43.91 $350K - $488K
48.4K $1.75M
DC
Dakota Gold Corp.

Basic Materials
-84.8K
- 31.88%
$2.22 - $3.42 $188K - $290K
181K $479K
HGTY
Hagerty, Inc.

Financial Services
-6.43K
- 8.9%
$9.0 - $10.33 $57.8K - $66.4K
65.8K $594K
SSTI
Shotspotter, Inc

Technology
-27.2K
- 29.46%
$12.4 - $19.07 $337K - $519K
65.2K $1.1M
VBNK
Versa Bank

Financial Services
-3.55K
- 19.32%
$9.9 - $14.35 $35.2K - $51K
14.8K $153K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
-30.3K
- 21.94%
$0.97 - $1.68 $29.4K - $50.9K
108K $104K
PCYG
Park City Group Inc

Technology
-9.83K
- 14.31%
N/A
58.9K $592K
ARBE
Arbe Robotics Ltd.

Technology
-30K
- 37.35%
$1.03 - $4.0 $30.9K - $120K
50.3K $51K
FFNW
First Financial Northwest, Inc.

Financial Services
-5.36K
- 21.44%
$19.14 - $22.77 $102K - $122K
19.6K $444K
EDOG
Alps ETF Emerging Sector Divi

ETFs
-6.42K
- 6.0%
$20.48 - $21.73 $132K - $140K
101K $2.11M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-218
- 4.36%
$147.38 - $176.39 $32.1K - $38.5K
4.78K $725K
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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