Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.2K
- 68.78%
$41.51 - $44.56 $91.4K - $98.2K
1K $41K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
-11.3K
- 1.45%
$3.71 - $3.96 $41.8K - $44.6K
763K $2.85M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-12.6K
- 6.76%
$6.57 - $6.89 $82.9K - $86.9K
174K $1.15M
JHI
John Hancock Investors Trust

Financial Services
-5.59K
- 3.32%
$13.41 - $14.23 $74.9K - $79.5K
163K $2.21M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
-12.7K
- 4.99%
$9.26 - $9.48 $117K - $120K
241K $2.24M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-2.94K
- 0.12%
$14.46 - $15.96 $42.5K - $46.9K
2.4M $36.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.24K
- 79.33%
$40.79 - $42.32 $91.5K - $94.9K
584 $24K
EBND
Spdr Bloomberg Emerging Market

ETFs
-5.97K
- 11.42%
$19.47 - $20.36 $116K - $122K
46.3K $929K
EPM
Evolution Petroleum Corp

Energy
-11.5K
- 1.86%
$4.82 - $5.6 $55.6K - $64.6K
609K $3.15M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
-2.38K
- 1.45%
N/A
162K $6.2M
WYY
Widepoint Corp

Technology
-15.7K
- 77.72%
$3.28 - $4.92 $51.5K - $77.2K
4.5K $14K
PTCT
Ptc Therapeutics, Inc.

Healthcare
-124K
- 11.58%
$41.81 - $57.17 $5.2M - $7.11M
949K $48.4M
ENLV
Enlivex Therapeutics Ltd.

Healthcare
-39K
- 14.45%
$0.97 - $1.24 $37.8K - $48.3K
231K $223K
GASS
Stealth Gas Inc.

Industrials
-11.5K
- 14.33%
N/A
68.5K $525K
CTGO
Contango Ore, Inc.

Basic Materials
-9.31K
- 28.46%
$9.0 - $11.6 $83.8K - $108K
23.4K $239K
IQDY
Flexshares International Quali

ETFs
-3.39K
- 43.81%
$27.22 - $30.14 $92.1K - $102K
4.34K $126K
JLS
Nuveen Mortgage & Income Fund

Financial Services
-9K
- 7.91%
$18.14 - $19.07 $163K - $172K
105K $1.97M
RGLS
Regulus Therapeutics Inc.

Healthcare
-62.2K
- 44.47%
$0.97 - $1.75 $60.3K - $109K
77.6K $135K
UFI
Unifi Inc

Consumer Cyclical
-9.63K
- 35.55%
$4.69 - $6.33 $45.2K - $61K
17.5K $84K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
-567
- 13.86%
$91.6 - $105.6 $51.9K - $59.9K
3.52K $328K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-12.1K
- 6.33%
$5.54 - $5.98 $66.8K - $72.1K
178K $1.01M
WIA
Western Asset Inflation Linked Income Fund

Financial Services
-19.7K
- 8.42%
$7.95 - $8.39 $157K - $166K
215K $1.79M
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-3.11K
- 4.62%
$68.9 - $76.16 $214K - $237K
64.2K $4.68M
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
-14.9K
- 18.81%
$0.94 - $1.86 $14K - $27.7K
64.3K $62K
HCM
Hutchmed (China) LTD

Healthcare
-6.32K
- 23.82%
$13.09 - $16.75 $82.7K - $106K
20.2K $303K
CVY
Invesco Exchange Traded Fd Tr

ETFs
-4.28K
- 3.37%
$24.8 - $26.45 $106K - $113K
123K $3.12M
PHK
Pimco High Income Fund

Financial Services
-20.6K
- 2.65%
$4.85 - $4.98 $99.8K - $102K
756K $3.7M
NRSN
Neuro Sense Therapeutics Ltd.

Healthcare
-52.1K
- 50.77%
$0.93 - $1.21 $48.4K - $63K
50.5K $46K
CLOI
Vaneck ETF Tr

ETFs
-1.47K
- 88.0%
$52.68 - $53.16 $77.3K - $78K
200 $10K
SECT
Sector 10, Inc.

ETFs
-1.29K
- 47.08%
$50.98 - $57.8 $65.9K - $74.7K
1.45K $74K
VLT
Invesco High Income Trust Ii

Financial Services
-6.43K
- 33.22%
$10.59 - $11.15 $68.1K - $71.7K
12.9K $136K
OHI
Omega Healthcare Investors Inc

Real Estate
-15.2K
- 0.69%
$35.7 - $38.33 $542K - $582K
2.17M $82.7M
HQI
Hire Quest, Inc.

Industrials
-4.13K
- 36.24%
$11.9 - $15.38 $49.1K - $63.4K
7.26K $86K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-2.22K
- 8.1%
$23.88 - $25.48 $53K - $56.6K
25.2K $612K
BWMX
Betterware De Mexico, S.A.P.I. De C.V

Consumer Cyclical
-8.4K
- 7.42%
$10.61 - $12.5 $89.2K - $105K
105K $1.19M
BGX
Blackstone Long Short Credit Income Fund

Financial Services
-2.06K
- 0.38%
$12.32 - $12.99 $25.4K - $26.8K
548K $6.76M
DSTL
ETF Ser Solution Distillate Us

ETFs
-1.14K
- 7.43%
$53.28 - $57.28 $60.8K - $65.4K
14.2K $770K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
-7.57K
- 76.29%
$8.72 - $11.64 $66K - $88.1K
2.35K $24K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-6.95K
- 9.74%
$10.13 - $10.6 $70.4K - $73.7K
64.4K $655K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-569
- 34.32%
$111.86 - $124.32 $63.6K - $70.7K
1.09K $124K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-2.25K
- 75.32%
$31.4 - $33.22 $70.7K - $74.8K
738 $23K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-4.87K
- 3.84%
$47.59 - $50.79 $232K - $248K
122K $6.11M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-18.6K
- 21.63%
N/A
67.5K $258K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
-678
- 27.54%
$32.8 - $60.14 $22.2K - $40.8K
1.78K $62K
LFVN
Lifevantage Corp

Consumer Defensive
-2.1K
- 15.3%
$14.42 - $25.62 $30.3K - $53.9K
11.6K $169K
ERX
Direxion Daily Energy Bull 2 X

ETFs
-1.38K
- 66.86%
$54.72 - $66.61 $75.7K - $92.2K
686 $44K
IMMX
Immix Biopharma, Inc.

Healthcare
-8.76K
- 9.62%
$1.52 - $2.35 $13.3K - $20.6K
82.3K $138K
PSTL
Postal Realty Trust, Inc.

Real Estate
-27.7K
- 10.48%
$12.42 - $14.39 $344K - $398K
236K $3.38M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-4.95K
- 2.94%
$19.66 - $20.09 $97.3K - $99.4K
164K $3.24M
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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