Morgan Stanley Purchases in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FHB
First Hawaiian, Inc.

Financial Services
27.9K
+ 2.09%
$22.33 - $28.3 $623K - $790K
1.36M $35.4M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
121K
+ 5.47%
$49.58 - $50.28 $5.98M - $6.06M
2.33M $116M
BNTX
Bio N Tech Se

Healthcare
67.5K
+ 9.98%
$99.72 - $122.68 $6.73M - $8.28M
743K $84.7M
KLIC
Kulicke & Soffa Industries Inc

Technology
62.7K
+ 6.34%
$42.42 - $50.54 $2.66M - $3.17M
1.05M $49M
RVT
Royce Value Trust, Inc.

Financial Services
245K
+ 4.05%
$15.15 - $16.9 $3.72M - $4.15M
6.3M $99.6M
PDS
Precision Drilling Corp

Energy
74K
+ 38.45%
$55.86 - $66.38 $4.13M - $4.91M
266K $16.3M
ACA
Arcosa, Inc.

Industrials
33.9K
+ 5.89%
$91.1 - $111.57 $3.09M - $3.78M
609K $58.9M
PTEN
Patterson Uti Energy Inc

Energy
118K
+ 2.13%
$7.26 - $8.7 $856K - $1.03M
5.64M $46.6M
OGE
Oge Energy Corp.

Utilities
96.2K
+ 5.24%
$39.65 - $44.08 $3.81M - $4.24M
1.93M $79.7M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
105K
+ 7.6%
$53.0 - $55.5 $5.59M - $5.85M
1.49M $79.2M
GOGO
Gogo Inc.

Communication Services
455K
+ 63.02%
$6.3 - $8.53 $2.87M - $3.89M
1.18M $9.53M
LNTH
Lantheus Holdings, Inc.

Healthcare
222K
+ 29.02%
$76.22 - $116.71 $16.9M - $25.9M
985K $88.1M
RPG
Invesco Exchange Traded Fd Tr

ETFs
45.8K
+ 3.75%
$38.88 - $44.07 $1.78M - $2.02M
1.27M $52.3M
USMC
Principal ETF U S Mega Cap

ETFs
50.5K
+ 12.08%
$56.37 - $61.98 $2.85M - $3.13M
469K $28.2M
BANC
Banc Of California, Inc.

Financial Services
198K
+ 11.91%
$13.66 - $17.77 $2.71M - $3.52M
1.86M $28.8M
ULCC
Frontier Group Holdings, Inc.

Industrials
515K
+ 149.99%
$4.99 - $7.29 $2.57M - $3.76M
859K $6.11M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
64.1K
+ 0.57%
$13.54 - $14.25 $868K - $913K
11.3M $158M
IYT
Ishares Tr U.S. Transportation

ETFs
85K
+ 7.5%
$66.79 - $75.4 $5.68M - $6.41M
1.22M $82.4M
ASTL
Algoma Steel Group Inc.

Basic Materials
437K
+ 541.7%
$9.35 - $12.01 $4.09M - $5.25M
518K $5.07M
GPOR
Gulfport Energy Corp

Energy
10.2K
+ 14.16%
$137.59 - $184.2 $1.4M - $1.88M
82.3K $15.2M
DOCN
Digital Ocean Holdings, Inc.

Technology
285K
+ 32.94%
$34.07 - $44.0 $9.71M - $12.5M
1.15M $39.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
38.6K
+ 2.47%
$238.25 - $261.28 $9.19M - $10.1M
1.6M $388M
FNKO
Funko, Inc.

Consumer Cyclical
296K
+ 139.79%
$10.09 - $13.65 $2.99M - $4.04M
508K $6.8M
TBBK
Bancorp, Inc.

Financial Services
88.6K
+ 16.58%
$47.01 - $60.36 $4.16M - $5.35M
623K $32.8M
GENI
Genius Sports LTD

Communication Services
370K
+ 30.65%
$6.74 - $10.04 $2.49M - $3.71M
1.58M $13.6M
VOOV
Vanguard S&P 500 Value ETF

ETFs
56.3K
+ 5.62%
$184.21 - $199.29 $10.4M - $11.2M
1.06M $195M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
154K
+ 29.25%
$34.83 - $38.05 $5.36M - $5.85M
680K $24M
FRHC
Freedom Holding Corp.

Financial Services
29.8K
+ 387.85%
$96.43 - $133.55 $2.87M - $3.97M
37.4K $4.89M
UGP
Ultrapar Holdings Inc

Energy
2.79M
+ 109.35%
$2.57 - $3.95 $7.16M - $11M
5.34M $14M
RDW
Redwire Corp

Industrials
91.4K
+ 33.31%
$6.41 - $17.65 $586K - $1.61M
366K $6.02M
TASK
Task Us, Inc.

Technology
226K
+ 287.48%
$11.64 - $18.94 $2.63M - $4.27M
304K $5.15M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
108K
+ 11.03%
$47.98 - $49.47 $5.18M - $5.34M
1.09M $52.5M
GBDC
Golub Capital Bdc, Inc.

Financial Services
265K
+ 12.4%
$14.69 - $15.67 $3.9M - $4.16M
2.4M $36.4M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
28K
+ 3.4%
$71.55 - $82.8 $2M - $2.32M
850K $63.8M
FNB
Fnb Corp

Financial Services
85.7K
+ 2.06%
$13.56 - $17.29 $1.16M - $1.48M
4.25M $62.8M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
382K
+ 14.77%
$26.79 - $30.35 $10.2M - $11.6M
2.97M $80.7M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
249K
+ 15.23%
$14.65 - $15.8 $3.65M - $3.93M
1.88M $28.4M
PJP
Invesco Exchange Traded Fd Tr

ETFs
52.4K
+ 95.91%
$82.12 - $89.61 $4.3M - $4.69M
107K $8.84M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
242K
+ 56.7%
$19.82 - $21.55 $4.8M - $5.22M
670K $13.3M
IFRX
Infla Rx N.V.

Healthcare
1.37M
+ 205.05%
$1.38 - $2.64 $1.89M - $3.62M
2.04M $5.08M
PBI
Pitney Bowes Inc

Industrials
521K
+ 21.16%
$6.74 - $8.2 $3.51M - $4.27M
2.99M $21.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
25.2K
+ 1.57%
$76.21 - $82.24 $1.92M - $2.07M
1.63M $127M
APG
A Pi Group Corp

Industrials
66.5K
+ 12.02%
$31.48 - $39.26 $2.09M - $2.61M
620K $22.3M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
175K
+ 11.88%
$6.75 - $10.44 $1.18M - $1.82M
1.65M $14.8M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
113K
+ 13.57%
$36.74 - $40.43 $4.15M - $4.57M
946K $34.9M
FLKR
Franklin Templeton ETF Tr

ETFs
278K
+ 115.83%
$17.41 - $21.11 $4.84M - $5.87M
518K $9.02M
SXC
Sun Coke Energy, Inc.

Basic Materials
21.6K
+ 1.19%
$8.38 - $12.72 $181K - $275K
1.84M $19.7M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
275K
+ 12.14%
$14.28 - $14.81 $3.92M - $4.07M
2.54M $36.5M
AFG
American Financial Group Inc

Financial Services
15.7K
+ 2.1%
$126.81 - $149.08 $1.99M - $2.34M
765K $105M
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email