Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LSBK
Lake Shore Bancorp, Inc.

Financial Services
-398
- 1.95%
$13.28 - $16.35 $5.29K - $6.51K
20K $316K
TMC
Tmc The Metals CO Inc.

Basic Materials
-21.5K
- 16.01%
$1.05 - $2.37 $22.6K - $50.9K
113K $193K
EEA
European Equity Fund, Inc

Financial Services
-4.2K
- 5.02%
$8.09 - $9.45 $34K - $39.7K
79.4K $722K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
-25.2K
- 11.56%
$3.68 - $5.58 $92.9K - $141K
193K $1.05M
ATAI
Atai Life Sciences N.V.

Healthcare
-37K
- 1.11%
$1.33 - $2.55 $49.2K - $94.4K
3.29M $4.48M
HFFG
Hf Foods Group Inc.

Consumer Defensive
-98K
- 30.95%
$1.7 - $4.9 $167K - $480K
219K $1.07M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-2.13K
- 3.43%
$50.99 - $55.74 $109K - $119K
59.9K $3.29M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-204K
- 2.05%
$9.83 - $10.34 $2.01M - $2.11M
9.77M $97.5M
EUDG
Wisdomtree Tr

ETFs
-2.79K
- 5.08%
$29.73 - $34.14 $82.8K - $95.1K
52K $1.69M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-30.3K
- 2.07%
$21.23 - $22.14 $643K - $671K
1.43M $31.6M
DEW
Wisdomtree Tr Global High Divi

ETFs
-4.1K
- 5.25%
$51.48 - $56.43 $211K - $231K
74.1K $4.16M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-48
- 0.21%
$66.47 - $71.08 $3.19K - $3.41K
23.2K $1.64M
SGU
Star Group, L.P.

Energy
-5.45K
- 6.38%
$11.28 - $13.45 $61.5K - $73.3K
80K $1.05M
IOBT
Io Biotech, Inc.

Healthcare
-69.7K
- 8.11%
$0.79 - $1.2 $55.1K - $83.7K
789K $860K
SLRC
Slr Investment Corp.

Financial Services
-4.44K
- 2.13%
$16.18 - $17.82 $71.9K - $79.2K
204K $3.44M
ALX
Alexanders Inc

Real Estate
-551
- 2.63%
$185.64 - $219.2 $102K - $121K
20.4K $4.27M
NRT
North European Oil Royalty Trust

Energy
-9.38K
- 5.97%
$4.16 - $5.17 $39K - $48.5K
148K $710K
PGZ
Principal Real Estate Income Fund

Financial Services
-19.9K
- 4.49%
$9.86 - $10.75 $196K - $214K
423K $4.45M
DBP
Invesco Db Precious Metals Fund

ETFs
-170
- 1.88%
$61.03 - $71.45 $10.4K - $12.1K
8.89K $634K
GLU
Gabelli Global Utility & Income Trust

Financial Services
-7.41K
- 4.49%
$14.67 - $16.28 $109K - $121K
158K $2.56M
DBAW
Xtrackers Msci All World Ex Us

ETFs
-275
- 0.4%
$33.88 - $36.42 $9.32K - $10K
68.6K $2.43M
NNI
Nelnet Inc

Financial Services
-1.68K
- 2.5%
$102.92 - $122.39 $173K - $206K
65.7K $7.29M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-2.73K
- 2.3%
$47.99 - $50.13 $131K - $137K
116K $5.81M
NATH
Nathans Famous, Inc.

Consumer Cyclical
-1.41K
- 10.98%
$76.79 - $104.77 $108K - $148K
11.4K $1.1M
SAR
Saratoga Investment Corp.

Financial Services
-1.54K
- 1.63%
$23.35 - $26.0 $35.9K - $40K
92.7K $2.35M
YRD
Yiren Digital Ltd.

Financial Services
-5.8K
- 8.57%
$4.57 - $8.11 $26.5K - $47.1K
61.9K $425K
LZ
Legalzoom.Com, Inc.

Industrials
-177K
- 11.95%
$7.52 - $10.26 $1.33M - $1.82M
1.31M $11.2M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
-1.67K
- 1.83%
$48.95 - $52.36 $81.8K - $87.5K
89.6K $4.62M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-1.93K
- 2.0%
$104.87 - $112.53 $203K - $218K
94.8K $10.4M
GII
Spdr S&P Global Infrasture ETF

ETFs
-185
- 0.43%
$58.92 - $62.25 $10.9K - $11.5K
43.1K $2.67M
IGIC
International General Insurance Holdings Ltd.

Financial Services
-1.24K
- 2.03%
$23.08 - $27.36 $28.7K - $34K
60.1K $1.58M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
-65.7K
- 22.7%
$7.4 - $12.6 $486K - $828K
224K $2.58M
TOUR
Tuniu Corp

Consumer Cyclical
-187K
- 3.95%
$0.96 - $1.15 $180K - $215K
4.55M $5M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 0.41%
$100.56 - $108.28 $181K - $195K
440K $45.4M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-12K
- 2.23%
$18.9 - $20.05 $227K - $241K
527K $10.3M
FET
Forum Energy Technologies, Inc.

Energy
-16.5K
- 14.75%
$15.94 - $21.1 $263K - $348K
95.3K $1.92M
BBUC
Brookfield Business Corp

Financial Services
-357
- 0.33%
$23.14 - $27.83 $8.26K - $9.94K
108K $2.88M
AIVI
Kemiao Garment Holding Group

ETFs
-403
- 0.8%
$38.61 - $44.96 $15.6K - $18.1K
49.9K $2.19M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-6.9K
- 2.92%
$23.24 - $26.16 $160K - $181K
229K $5.86M
DLY
Double Line Yield Opportunities Fund

N/A
-20.2K
- 0.97%
$15.8 - $16.38 $319K - $330K
2.06M $33.2M
YORW
York Water CO

Utilities
-3.42K
- 1.87%
$30.03 - $35.0 $103K - $120K
180K $6.24M
VAW
Vanguard Materials ETF

ETFs
-191
- 0.07%
$185.71 - $202.46 $35.5K - $38.7K
293K $55.3M
EHAB
Enhabit, Inc.

Healthcare
-17.7K
- 4.2%
$7.64 - $9.29 $135K - $164K
403K $3.54M
HMN
Horace Mann Educators Corp

Financial Services
-37.6K
- 7.0%
$36.56 - $43.12 $1.37M - $1.62M
499K $21.3M
SVM
Silvercorp Metals Inc

Basic Materials
-182K
- 16.01%
$2.94 - $4.19 $536K - $764K
957K $3.7M
PGEN
Precigen, Inc.

Healthcare
-86.5K
- 7.73%
$1.07 - $2.03 $92.6K - $176K
1.03M $1.54M
EWN
Ishares Msci Netherlnds ETF

ETFs
-3.37K
- 1.66%
$44.27 - $49.49 $149K - $167K
199K $9.29M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
-24.7K
- 4.25%
$4.7 - $6.98 $116K - $172K
555K $3.19M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.75K
- 1.39%
$33.34 - $37.44 $91.7K - $103K
194K $7.04M
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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