Morgan Stanley Purchases in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
483K
+ 3.86%
$189.5 - $206.17 $91.5M - $99.6M
13M $2.48B
POST
Post Holdings, Inc.

Consumer Defensive
121K
+ 39.77%
$106.14 - $120.72 $12.8M - $14.6M
424K $48.5M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
56.2K
+ 6.72%
$71.19 - $91.57 $4M - $5.14M
892K $74.5M
LSCC
Lattice Semiconductor Corp

Technology
168K
+ 15.79%
$48.58 - $63.46 $8.17M - $10.7M
1.23M $69.9M
AIT
Applied Industrial Technologies Inc

Industrials
30.8K
+ 8.54%
$220.05 - $280.49 $6.77M - $8.63M
391K $93.6M
EWZS
Ishares Msci Brazil Small Cap

ETFs
1.45M
+ 1977.36%
$9.22 - $12.69 $13.4M - $18.4M
1.52M $14.1M
PSO
Pearson PLC

Communication Services
395K
+ 14.81%
$13.3 - $16.28 $5.25M - $6.42M
3.06M $49.3M
SUN
Sunoco LP

Energy
316K
+ 22.64%
$50.8 - $56.82 $16.1M - $18M
1.71M $88.1M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
220K
+ 20.55%
$63.01 - $68.55 $13.9M - $15.1M
1.29M $81.6M
PAY
Paymentus Holdings, Inc.

Technology
340K
+ 221.13%
$19.82 - $38.35 $6.74M - $13M
494K $16.1M
TDC
Teradata Corp

Technology
390K
+ 38.81%
$28.47 - $33.38 $11.1M - $13M
1.4M $43.5M
DMLP
Dorchester Minerals, L.P.

Energy
316K
+ 42.65%
$30.69 - $34.41 $9.71M - $10.9M
1.06M $35.3M
XT
Ishares Tr Exponential Technol

ETFs
222K
+ 66.89%
$58.7 - $62.72 $13M - $13.9M
554K $33.1M
TPG
Tpg Inc.

Financial Services
117K
+ 11.51%
$58.29 - $71.51 $6.83M - $8.38M
1.13M $71.3M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1M
+ 30.55%
$12.51 - $13.59 $12.6M - $13.6M
4.29M $54.8M
SMR
Nuscale Power Corp

Industrials
507K
+ 91.96%
$11.69 - $30.21 $5.92M - $15.3M
1.06M $19M
UPS
United Parcel Service Inc

Industrials
656K
+ 9.53%
$122.65 - $138.35 $80.4M - $90.7M
7.54M $950M
WU
Western Union CO

Financial Services
1.64M
+ 43.8%
$10.52 - $11.94 $17.2M - $19.6M
5.38M $57M
ICL
Icl Group Ltd.

Basic Materials
1.93M
+ 47.13%
$3.92 - $5.13 $7.58M - $9.92M
6.04M $29.8M
NLOK
Norton Life Lock Inc.

Technology
573K
+ 12.59%
N/A
5.12M $110M
SHG
Shinhan Financial Group CO LTD

Financial Services
355K
+ 24.08%
N/A
1.83M $63.2M
OKTA
Okta, Inc.

Technology
67.3K
+ 4.34%
$71.81 - $86.11 $4.83M - $5.79M
1.62M $127M
BSJR
Invesco Indx Tr

ETFs
551K
+ 151.82%
$22.37 - $22.7 $12.3M - $12.5M
913K $20.5M
GTES
Gates Industrial Corp PLC

Industrials
311K
+ 16.23%
$17.3 - $22.93 $5.38M - $7.14M
2.23M $45.9M
AVEM
American Centy ETF Tr Avantis

ETFs
638K
+ 14.65%
$58.59 - $66.14 $37.4M - $42.2M
4.99M $294M
NCNO
N Cino, Inc.

Technology
324K
+ 50.09%
$30.14 - $42.64 $9.76M - $13.8M
970K $32.6M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
2.56M
+ 327.6%
$5.53 - $8.36 $14.2M - $21.4M
3.35M $18.7M
AOA
Ishares Tr Core Aggressive All

ETFs
161K
+ 159.01%
$76.61 - $79.88 $12.4M - $12.9M
263K $20.1M
HYDB
Ishares Tr Edge High Yield Def

ETFs
262K
+ 144.06%
$46.68 - $47.95 $12.2M - $12.5M
443K $20.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
142K
+ 42.62%
$86.65 - $94.9 $12.3M - $13.4M
474K $41.1M
LPI
Laredo Petroleum, Inc.

Energy
246K
+ 57.16%
N/A
676K $32.9M
AXSM
Axsome Therapeutics, Inc.

Healthcare
167K
+ 40.65%
$83.08 - $100.49 $13.9M - $16.8M
577K $48.8M
VNM
Vaneck Vietnam ETF

ETFs
1.08M
+ 275.19%
$11.39 - $12.84 $12.4M - $13.9M
1.48M $17M
TIGR
Up Fintech Holding LTD

Financial Services
1.83M
+ 1942.22%
$5.5 - $12.39 $10.1M - $22.7M
1.92M $12.4M
URTH
Ishares Msci World ETF

ETFs
77.7K
+ 54.36%
$153.73 - $162.67 $12M - $12.6M
221K $34.3M
IAT
Ishares Tr

ETFs
221K
+ 80.87%
$46.07 - $56.9 $10.2M - $12.5M
493K $24.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
182K
+ 114.66%
$61.52 - $66.5 $11.2M - $12.1M
340K $21.7M
KCE
Spdr S&P Capital Markets ETF

ETFs
68.8K
+ 37.2%
$124.2 - $148.51 $8.54M - $10.2M
254K $34.9M
MUSA
Murphy Usa Inc.

Consumer Cyclical
19.4K
+ 8.73%
$473.11 - $555.48 $9.18M - $10.8M
242K $121M
NOG
Northern Oil & Gas, Inc.

Energy
241K
+ 14.76%
$35.57 - $43.49 $8.56M - $10.5M
1.87M $69.5M
XAR
Spdr S&P Aerospace & Defense E

ETFs
34.1K
+ 4.71%
$153.8 - $176.52 $5.24M - $6.01M
758K $126M
SLF
Sun Life Financial Inc

Financial Services
159K
+ 9.05%
$55.43 - $62.69 $8.8M - $9.95M
1.91M $114M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
127K
+ 21.48%
$104.34 - $118.84 $13.2M - $15.1M
717K $74.8M
SKX
Skechers Usa Inc

Consumer Cyclical
167K
+ 16.88%
$59.24 - $72.0 $9.88M - $12M
1.15M $77.6M
LOGI
Logitech International S.A.

Technology
195K
+ 31.47%
$77.08 - $91.82 $15M - $17.9M
814K $67.1M
CBU
Community Bank System, Inc.

Financial Services
52.5K
+ 2.34%
$56.38 - $71.45 $2.96M - $3.75M
2.29M $141M
HAYW
Hayward Holdings, Inc.

Industrials
753K
+ 24.21%
$14.5 - $16.6 $10.9M - $12.5M
3.86M $59M
NGL
Ngl Energy Partners LP

Energy
1.22M
+ 11.38%
$3.98 - $4.99 $4.86M - $6.09M
11.9M $59.6M
MTDR
Matador Resources CO

Energy
65.4K
+ 5.85%
$50.33 - $60.91 $3.29M - $3.98M
1.18M $66.5M
Activity Summary
Buys All Purchases 4054 New Holdings 464 Increased Positions 3590 Sells All Sells 3647 Reductions 3221 Sold out 426 Options Calls 0 Puts 0
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