Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TWN
Taiwan Fund Inc

Financial Services
-413
- 20.26%
$33.21 - $39.59 $13.7K - $16.4K
1.63K $53K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-16.8K
- 1.88%
$59.63 - $64.37 $1M - $1.08M
879K $54.7M
VACC
Vaccitech PLC

Healthcare
-7.15K
- 89.14%
N/A
871 $2K
CRT
Cross Timbers Royalty Trust

Energy
-9.7K
- 30.45%
$9.86 - $13.17 $95.6K - $128K
22.2K $291K
GAU
Galiano Gold Inc.

Basic Materials
-20.6K
- 11.4%
$1.09 - $1.4 $22.4K - $28.8K
160K $198K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-22.2K
- 7.75%
$1.0 - $1.22 $22.2K - $27.1K
264K $277K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
-2K
- 2.16%
$11.16 - $11.37 $22.3K - $22.7K
90.4K $1.01M
BPT
Bp Prudhoe Bay Royalty Trust

Energy
-41.4K
- 56.73%
$0.46 - $0.77 $19.1K - $31.9K
31.6K $17K
HRTX
Heron Therapeutics, Inc.

Healthcare
-861K
- 30.81%
$1.47 - $2.55 $1.27M - $2.2M
1.93M $4.25M
DHX
Dhi Group, Inc.

Industrials
-1.98K
- 3.93%
$1.39 - $3.28 $2.75K - $6.49K
48.5K $67K
CATO
Cato Corp

Consumer Cyclical
-4.94K
- 56.98%
$2.66 - $3.9 $13.1K - $19.3K
3.73K $12K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-692
- 18.74%
$28.24 - $30.2 $19.5K - $20.9K
3K $85K
SOYB
Teucrium Commodity Trust

ETFs
-919
- 39.44%
$21.02 - $22.74 $19.3K - $20.9K
1.41K $30K
XTLB
Xtl Biopharmaceuticals LTD

Healthcare
-5.1K
- 27.79%
$1.1 - $2.09 $5.61K - $10.7K
13.3K $15K
BATT
Amplify Lithium & Battery Tech

ETFs
-2.06K
- 28.56%
$8.33 - $9.21 $17.2K - $19K
5.16K $43K
SNFCA
Security National Financial Corp

Financial Services
-1.88K
- 5.53%
$11.31 - $13.46 $21.2K - $25.3K
32.1K $388K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-431
- 99.77%
$46.45 - $47.26 $20K - $20.4K
1 $0
MODD
Modular Medical, Inc.

Healthcare
-2K
- 3.31%
$0.73 - $1.45 $1.46K - $2.9K
58.5K $63K
RVSB
Riverview Bancorp Inc

Financial Services
-2.83K
- 8.0%
$5.08 - $5.75 $14.4K - $16.3K
32.5K $183K
ERY
Direxion Daily Energy Bear 2 X

ETFs
-564
- 45.82%
$20.44 - $25.85 $11.5K - $14.6K
667 $13K
GAN
Gan LTD

Consumer Cyclical
-9.41K
- 38.29%
$1.74 - $1.89 $16.4K - $17.8K
15.2K $26K
MHH
Mastech Digital, Inc.

Industrials
-404
- 14.49%
$9.18 - $15.41 $3.71K - $6.23K
2.38K $24K
NERV
Minerva Neurosciences, Inc.

Healthcare
-5.1K
- 31.67%
$1.53 - $2.68 $7.8K - $13.7K
11K $18K
CULP
Culp Inc

Consumer Cyclical
-2.68K
- 54.74%
$4.5 - $5.91 $12.1K - $15.8K
2.22K $11K
IROQ
If Bancorp, Inc.

Financial Services
-762
- 42.12%
$22.84 - $24.66 $17.4K - $18.8K
1.05K $25K
FNGS
Bank Of Montreal

ETFs
-91
- 5.34%
$49.78 - $61.24 $4.53K - $5.57K
1.61K $80K
ANGH
Anghami Inc

Communication Services
-20K
- 73.87%
$0.62 - $0.82 $12.4K - $16.4K
7.08K $4K
OMFS
Invesco Exchange Traded Self I

ETFs
-25
- 0.26%
$36.43 - $41.61 $911 - $1.04K
9.75K $370K
NL
Nl Industries Inc

Industrials
-3.06K
- 5.27%
$6.61 - $8.4 $20.2K - $25.7K
55K $434K
FONR
Fonar Corp

Healthcare
-935
- 37.43%
$13.55 - $16.25 $12.7K - $15.2K
1.56K $21K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-366
- 47.78%
$38.92 - $41.1 $14.2K - $15K
400 $15K
JPRE
J P Morgan Exchange Traded Fd

ETFs
-337
- 27.56%
$45.34 - $49.96 $15.3K - $16.8K
886 $42K
CODX
Co Diagnostics, Inc.

Healthcare
-15.8K
- 72.65%
$0.31 - $1.0 $4.91K - $15.8K
5.96K $1K
IDN
Intellicheck, Inc.

Technology
-6K
- 49.98%
$2.24 - $3.03 $13.4K - $18.2K
6.01K $18K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
-1K
- 23.12%
$18.44 - $19.83 $18.5K - $19.8K
3.33K $65K
BANX
Arrow Mark Financial Corp.

Financial Services
-736
- 6.25%
$20.47 - $21.49 $15.1K - $15.8K
11K $232K
FDIG
Fidelity Covington Tr Crypto I

ETFs
-182
- 14.83%
$24.23 - $36.63 $4.41K - $6.67K
1.05K $25K
TOK
Ishares Msci Kokusai ETF

ETFs
-125
- 97.66%
$112.31 - $122.55 $14K - $15.3K
3 $0
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-300
- 7.14%
$33.17 - $35.48 $9.95K - $10.6K
3.9K $130K
CODA
Coda Octopus Group, Inc.

Industrials
-1.8K
- 95.95%
$6.07 - $8.82 $10.9K - $15.9K
76 $0
NEWP
New Pacific Metals Corp

Basic Materials
-9.34K
- 20.86%
$1.03 - $1.38 $9.62K - $12.9K
35.4K $39K
OPTT
Ocean Power Technologies, Inc.

Industrials
-777
- 2.49%
$0.45 - $1.61 $350 - $1.25K
30.4K $14K
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
-37
- 1.08%
$44.47 - $50.08 $1.65K - $1.85K
3.4K $154K
FENG
Phoenix New Media LTD

Communication Services
-4.03K
- 5.54%
$1.98 - $2.93 $7.99K - $11.8K
68.7K $160K
PROV
Provident Financial Holdings Inc

Financial Services
-624
- 30.42%
$13.86 - $16.15 $8.65K - $10.1K
1.43K $20K
UBCP
United Bancorp Inc

Financial Services
-1.25K
- 12.52%
$12.41 - $14.03 $15.5K - $17.5K
8.73K $117K
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
-5.18K
- 6.2%
$0.88 - $1.39 $4.56K - $7.21K
78.4K $78K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
-18K
- 9.8%
$6.16 - $7.85 $111K - $141K
166K $1.21M
GIFI
Gulf Island Fabrication Inc

Industrials
-1.14K
- 8.61%
$6.11 - $7.23 $6.97K - $8.25K
12.1K $78K
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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