Morgan Stanley Reduced Holdings in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLX
Vaneck ETF Tr Steel ETF

ETFs
-443
- 0.4%
$57.59 - $64.76 $25.5K - $28.7K
111K $6.8M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-6.6K
- 0.39%
$10.1 - $10.61 $66.6K - $70K
1.67M $17.1M
SUI
Sun Communities Inc

Real Estate
-39.4K
- 4.12%
$120.53 - $136.43 $4.74M - $5.37M
916K $118M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-3.73K
- 2.76%
$54.53 - $63.21 $203K - $236K
131K $8.01M
OPFI
Opp Fi Inc.

Technology
-31.5K
- 7.2%
$7.18 - $16.94 $226K - $533K
405K $3.77M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-20.2K
- 2.66%
$20.83 - $23.69 $421K - $478K
739K $16.6M
IMO
Imperial Oil LTD

Energy
-187K
- 14.42%
$62.41 - $73.34 $11.7M - $13.7M
1.11M $80.3M
TITN
Titan Machinery Inc.

Industrials
-116K
- 14.24%
$13.64 - $19.31 $1.59M - $2.25M
701K $11.9M
BCPC
Balchem Corp

Basic Materials
-12K
- 1.51%
$154.22 - $176.16 $1.85M - $2.11M
783K $130M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-3.04K
- 1.52%
$27.4 - $30.58 $83.2K - $92.8K
197K $5.96M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
-33.3K
- 1.85%
$18.41 - $19.27 $614K - $642K
1.77M $33.2M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-1.79K
- 0.66%
$36.26 - $39.9 $64.9K - $71.5K
270K $10.5M
GOTU
Gaotu Techedu Inc.

Consumer Defensive
-801K
- 28.1%
$1.88 - $3.99 $1.51M - $3.2M
2.05M $6.66M
THW
Tekla World Healthcare Fund

Financial Services
-2.74K
- 0.3%
$11.09 - $12.2 $30.4K - $33.4K
909K $10.5M
EVTC
Evertec, Inc.

Technology
-31.7K
- 4.39%
$31.79 - $37.92 $1.01M - $1.2M
691K $25.4M
MCI
Barings Corporate Investors

Financial Services
-7.45K
- 3.55%
$19.89 - $25.0 $148K - $186K
202K $4.74M
RMNI
Rimini Street, Inc.

Technology
-81K
- 8.62%
$2.53 - $4.07 $205K - $330K
858K $2.99M
EXK
Endeavour Silver Corp

Basic Materials
-115K
- 7.22%
$3.37 - $4.92 $387K - $565K
1.47M $6.3M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-39.1K
- 0.85%
$8.58 - $8.9 $335K - $348K
4.54M $39.8M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-4.24K
- 0.57%
$23.61 - $24.38 $100K - $103K
746K $18.2M
FLGB
Franklin Templeton ETF Tr

ETFs
-18K
- 4.4%
$25.73 - $29.17 $463K - $525K
391K $11.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-18.7K
- 1.05%
$24.73 - $25.62 $462K - $479K
1.76M $45M
SPTN
Spartan Nash CO

Consumer Defensive
-24.1K
- 4.62%
$17.43 - $20.97 $420K - $505K
497K $10.1M
RWX
Spdr Dow Jones International R

ETFs
-32.2K
- 3.51%
$22.39 - $24.7 $720K - $795K
885K $21.7M
STN
Stantec Inc

Industrials
-34.9K
- 4.46%
$74.62 - $89.33 $2.6M - $3.12M
747K $61.9M
SWI
Solar Winds Corp

Technology
-139K
- 18.7%
$13.53 - $18.46 $1.88M - $2.56M
603K $11.1M
INTF
Ishares Tr

ETFs
-30.1K
- 4.22%
$28.43 - $31.96 $856K - $963K
684K $21.1M
FROG
J Frog LTD

Technology
-3.99K
- 1.44%
$30.59 - $42.03 $122K - $168K
272K $8.72M
JPIN
Jp Morgan Diversified Return I

ETFs
-8.85K
- 2.86%
$52.75 - $58.91 $467K - $521K
300K $17.2M
MASI
Masimo Corp

Healthcare
-2.06K
- 0.28%
$163.55 - $190.63 $337K - $393K
736K $123M
HURN
Huron Consulting Group Inc.

Industrials
-80.6K
- 12.68%
$121.09 - $152.46 $9.76M - $12.3M
555K $79.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.33K
- 0.28%
$38.22 - $41.19 $89K - $95.9K
816K $33M
SSP
E.W. Scripps CO

Communication Services
-21.1K
- 2.16%
$1.41 - $3.36 $29.7K - $70.9K
953K $2.82M
PAXS
Pimco Access Income Fund

Financial Services
-13.6K
- 1.37%
$15.31 - $16.37 $209K - $223K
985K $15.8M
WDI
Western Asset Diversified Income Fund

ETFs
-41K
- 0.78%
$14.4 - $15.26 $591K - $626K
5.22M $75.4M
TVTX
Travere Therapeutics, Inc.

Healthcare
-8.54K
- 0.52%
$17.07 - $23.75 $146K - $203K
1.64M $29.4M
PAAS
Pan American Silver Corp

Basic Materials
-634K
- 20.86%
$20.61 - $26.7 $13.1M - $16.9M
2.41M $62.2M
IYK
Ishares U.S. Consumer Staples

ETFs
-47.5K
- 6.94%
$63.29 - $71.8 $3.01M - $3.41M
638K $45.7M
BHK
Blackrock Core Bond Trust

Financial Services
-16.7K
- 0.73%
$10.15 - $10.86 $169K - $181K
2.28M $24.8M
INVA
Innoviva, Inc.

Healthcare
-6.89K
- 0.63%
$17.21 - $18.98 $119K - $131K
1.08M $19.6M
IGE
Ishares Tr North Amern Nat Res

ETFs
-41.3K
- 4.34%
$42.6 - $46.27 $1.76M - $1.91M
911K $41.4M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-26.1K
- 1.28%
$11.34 - $12.23 $296K - $319K
2.01M $24.6M
ATEC
Alphatec Holdings, Inc.

Healthcare
-52.2K
- 3.81%
$9.06 - $12.53 $473K - $655K
1.32M $13.4M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-347
- 0.42%
$70.96 - $92.65 $24.6K - $32.1K
82.7K $7.12M
RDFN
Redfin Corp

Real Estate
-222K
- 10.39%
$5.82 - $11.39 $1.29M - $2.53M
1.92M $17.7M
EFC
Ellington Financial Inc.

Real Estate
-14.2K
- 1.58%
$12.08 - $14.35 $172K - $204K
884K $11.7M
BGR
Black Rock Energy & Resources Trust

Financial Services
-17.8K
- 1.6%
$12.77 - $13.89 $228K - $248K
1.09M $14.9M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-73K
- 2.56%
$58.32 - $65.09 $4.25M - $4.75M
2.78M $167M
GOEX
Global X Gold Explorers ETF

ETFs
-5.97K
- 4.68%
$30.12 - $38.27 $180K - $228K
121K $4.62M
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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