Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPLD
Upland Software, Inc.

Technology
-1.47K
- 3.39%
$2.69 - $4.79 $3.95K - $7.04K
41.9K $119K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
-3.61K
- 3.2%
$14.93 - $15.83 $53.9K - $57.1K
109K $1.63M
MNSB
Main Street Bancshares, Inc.

Financial Services
-2.08K
- 9.07%
$16.24 - $17.66 $33.8K - $36.8K
20.9K $349K
INMB
Inmune Bio, Inc.

Healthcare
-70.7K
- 45.55%
$4.93 - $10.48 $348K - $741K
84.5K $659K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-1.62K
- 43.21%
$37.74 - $40.44 $61K - $65.4K
2.13K $81K
AVNW
Aviat Networks, Inc.

Technology
-8.6K
- 9.12%
$18.08 - $26.35 $156K - $227K
85.7K $1.64M
DOUG
Douglas Elliman Inc.

Real Estate
-47.5K
- 12.57%
$1.55 - $2.18 $73.6K - $104K
330K $568K
DBEM
Xtrackers Msci Emerging Market

ETFs
-3.19K
- 11.16%
$24.2 - $26.5 $77.1K - $84.5K
25.4K $648K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-1.2K
- 2.29%
$13.49 - $15.51 $16.2K - $18.6K
51.2K $690K
TDUP
Thred Up Inc.

Consumer Cyclical
-146K
- 51.46%
$1.28 - $2.97 $187K - $435K
138K $332K
GLSI
Greenwich Life Sciences, Inc.

Healthcare
-4.23K
- 30.69%
$9.54 - $13.43 $40.3K - $56.8K
9.55K $91K
CURE
Direxion Daily Healthcare Bull

ETFs
-709
- 76.98%
$92.05 - $115.25 $65.3K - $81.7K
212 $22K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
-1.53K
- 5.17%
$21.45 - $25.3 $32.9K - $38.8K
28.1K $603K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-65.8K
- 7.09%
$9.92 - $11.41 $653K - $751K
863K $9.32M
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
-2.78K
- 14.88%
$23.29 - $23.9 $64.6K - $66.3K
15.9K $377K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
-6.02K
- 9.69%
$9.47 - $9.85 $57K - $59.3K
56.1K $532K
FDTS
First Tr Developed Mkts Ex Us

ETFs
-1.84K
- 22.58%
$39.31 - $43.52 $72.2K - $79.9K
6.3K $264K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-14K
- 0.92%
$2.1 - $2.18 $29.5K - $30.6K
1.51M $3.2M
KURE
Kraneshares Tr Msci All China

ETFs
-4.59K
- 56.06%
$13.2 - $15.82 $60.6K - $72.6K
3.6K $56K
SATL
Satellogic Inc.

Technology
-69.9K
- 28.44%
$2.66 - $4.74 $186K - $331K
176K $627K
MIN
Mfs Intermediate Income Trust

Financial Services
-37.8K
- 2.66%
$2.64 - $2.72 $99.9K - $103K
1.39M $3.73M
EDOC
Global X Fds Telemedicine & Di

ETFs
-5.94K
- 80.7%
$9.38 - $11.84 $55.7K - $70.3K
1.42K $13K
VALU
Value Line Inc

Financial Services
-568
- 22.09%
$34.05 - $53.62 $19.3K - $30.5K
2K $77K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-1.33K
- 77.34%
$38.78 - $44.63 $51.6K - $59.4K
390 $15K
CIX
Compx International Inc

Industrials
-1.12K
- 17.78%
$20.72 - $26.76 $23.2K - $29.9K
5.17K $107K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
-2.23K
- 60.53%
$27.18 - $35.19 $60.6K - $78.4K
1.45K $44K
AVMU
American Centy ETF Travantis C

ETFs
-1.23K
- 91.93%
$45.11 - $46.66 $55.5K - $57.4K
108 $4K
CLWT
Euro Tech Holdings CO LTD

Industrials
-3.1K
- 1.69%
$1.09 - $1.45 $3.38K - $4.49K
180K $196K
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
-1.31K
- 27.51%
$53.63 - $60.49 $70K - $79K
3.44K $200K
FDNI
First Tr ETF Ii Dow Jones

ETFs
-2.49K
- 45.94%
$25.94 - $33.52 $64.6K - $83.4K
2.93K $90K
POWW
Ammo, Inc.

Industrials
-110K
- 32.06%
$1.17 - $1.88 $128K - $206K
233K $320K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
-3.23K
- 8.63%
$1.71 - $3.15 $5.52K - $10.2K
34.2K $59K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
-5.65K
- 2.93%
$3.96 - $4.48 $22.4K - $25.3K
188K $755K
GNE
Genie Energy Ltd.

Utilities
-303
- 0.33%
$13.85 - $15.59 $4.2K - $4.72K
91.1K $1.37M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.22K
- 2.35%
$47.6 - $51.91 $58.1K - $63.4K
50.8K $2.45M
IONR
Ioneer LTD

Basic Materials
-13.4K
- 90.54%
$3.5 - $5.44 $46.9K - $72.9K
1.4K $5K
PBFS
Pioneer Bancorp, Inc.

Financial Services
-5.39K
- 9.81%
$10.84 - $12.04 $58.5K - $64.9K
49.6K $581K
BDSX
Biodesix Inc

Healthcare
-27.4K
- 68.03%
$0.63 - $1.52 $17.3K - $41.6K
12.9K $8K
PAHC
Phibro Animal Health Corp

Healthcare
-10.6K
- 2.17%
$20.05 - $26.22 $213K - $278K
478K $10.2M
OPI
Office Properties Income Trust

Real Estate
-10.1K
- 11.76%
$0.46 - $1.01 $4.63K - $10.2K
75.6K $34K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-3.49K
- 3.94%
$16.54 - $17.22 $57.7K - $60.1K
85.1K $1.43M
ADAG
Adagene Inc.

Healthcare
-2.13K
- 2.11%
$1.52 - $2.1 $3.24K - $4.48K
99.1K $150K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-1.13K
- 4.16%
$96.06 - $104.96 $108K - $118K
26K $2.62M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
-717
- 12.6%
N/A
4.97K $345K
TCI
Transcontinental Realty Investors Inc

Real Estate
-1.54K
- 46.07%
$25.74 - $30.05 $39.6K - $46.3K
1.8K $50K
CWEB
Direxion ETF Tr Daily Csi Chin

ETFs
-2.3K
- 50.68%
$27.72 - $52.33 $63.6K - $120K
2.23K $96K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
-1.23K
- 16.28%
$41.76 - $42.79 $51.3K - $52.6K
6.32K $266K
PBYI
Puma Biotechnology, Inc.

Healthcare
-7.8K
- 2.88%
$2.76 - $3.88 $21.5K - $30.2K
263K $777K
GALT
Galectin Therapeutics Inc

Healthcare
-45K
- 15.51%
$1.1 - $1.76 $49.5K - $79.2K
245K $299K
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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