Morgan Stanley Purchases in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5.18K
+ 11.57%
$52.71 - $56.65 $273K - $294K
50K $2.7M
PSCT
Invesco S&P Smallcap Informati

ETFs
7.31K
+ 3.06%
$45.45 - $51.38 $332K - $375K
246K $11.8M
BCAL
Southern Calif Bancorp Com

Financial Services
4.35K
+ 3.19%
$13.82 - $17.95 $60.1K - $78K
141K $2.33M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
5.59K
+ 5.75%
$35.35 - $38.58 $198K - $216K
103K $3.78M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
79.8K
+ 7.46%
$9.69 - $12.45 $773K - $994K
1.15M $12M
CDLX
Cardlytics, Inc.

Communication Services
33.7K
+ 9.45%
$3.06 - $5.21 $103K - $175K
390K $1.45M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
13.2K
+ 2.5%
$14.04 - $14.76 $186K - $195K
542K $7.77M
HTBI
Home Trust Bancshares, Inc.

Financial Services
10.1K
+ 11.79%
$31.94 - $38.27 $321K - $385K
95.5K $3.22M
SSSS
Suro Capital Corp.

Financial Services
44.8K
+ 199.49%
$3.87 - $6.38 $173K - $286K
67.2K $395K
WDIV
Spdr S&P Global Dividend ETF

ETFs
9.41K
+ 15.26%
$61.96 - $66.71 $583K - $628K
71.1K $4.42M
MDIV
First Trust Multi Asset Divers

ETFs
43.2K
+ 5.39%
$15.95 - $16.94 $689K - $731K
845K $13.6M
CINT
Ci&T Inc

Technology
49.9K
+ 1611.16%
$5.89 - $7.47 $294K - $373K
53K $321K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
1.02K
+ 0.78%
$12.75 - $17.14 $13K - $17.5K
131K $1.99M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
38.4K
+ 222.23%
$9.9 - $18.0 $380K - $691K
55.7K $576K
MAG
Mag Silver Corp

Basic Materials
30.8K
+ 11.17%
$13.3 - $17.99 $409K - $553K
306K $4.16M
SAR
Saratoga Investment Corp.

Financial Services
9.26K
+ 10.9%
$23.03 - $26.07 $213K - $241K
94.2K $2.25M
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
127K
+ 295.32%
$0.99 - $1.92 $126K - $244K
170K $326K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
65.8K
+ 14.9%
$9.7 - $10.62 $638K - $699K
507K $4.97M
UIHC
United Insurance Holdings Corp.

Financial Services
37.3K
+ 32.11%
N/A
153K $1.15M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
6.67K
+ 760.02%
$41.68 - $42.56 $278K - $284K
7.55K $314K
COPX
Global X Copper Miners ETF

ETFs
162K
+ 24.92%
$38.17 - $48.57 $6.2M - $7.89M
814K $31.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
28.7K
+ 14.09%
$25.61 - $28.0 $736K - $805K
233K $6.02M
STEM
Stem, Inc.

Technology
68.6K
+ 7.32%
$0.32 - $0.75 $22K - $51.5K
1.01M $603K
MBSD
Flexshares Tr Disciplined Dura

ETFs
18.5K
+ 12.95%
$20.17 - $20.98 $373K - $388K
161K $3.27M
CHMG
Chemung Financial Corp

Financial Services
4.87K
+ 12.41%
$46.3 - $55.1 $225K - $268K
44.1K $2.15M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
42.7K
+ 16.26%
$7.31 - $8.06 $312K - $344K
305K $2.35M
MPTI
M Tron Industries, Inc.

Technology
3.88K
+ 29.94%
$42.5 - $69.94 $165K - $271K
16.8K $803K
AKRO
Akero Therapeutics, Inc.

Healthcare
23.5K
+ 5.24%
$26.75 - $35.28 $628K - $828K
472K $13.1M
DRIV
Global X Fds Global X Autonomo

ETFs
12K
+ 55.56%
$22.45 - $24.22 $269K - $290K
33.5K $769K
FUND
Sprott Focus Trust Inc.

Financial Services
47.1K
+ 21.77%
$7.25 - $8.2 $341K - $386K
263K $1.93M
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
78.1K
+ 15.98%
$2.93 - $3.82 $229K - $298K
567K $1.9M
PLBY
Plby Group, Inc.

Consumer Cyclical
162K
+ 435.58%
$0.68 - $1.88 $110K - $304K
199K $290K
BHB
Bar Harbor Bankshares

Financial Services
9.18K
+ 10.4%
$28.81 - $38.23 $264K - $351K
97.4K $2.98M
AMPX
Amprius Technologies, Inc.

Industrials
16.9K
+ 13.62%
$1.01 - $2.98 $17.1K - $50.4K
141K $394K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
18.6K
+ 23.63%
$21.58 - $23.37 $400K - $434K
97K $2.09M
PINE
Alpine Income Property Trust, Inc.

Real Estate
20.7K
+ 31.56%
$16.21 - $18.47 $336K - $383K
86.5K $1.45M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
8.97K
+ 897300.0%
$28.25 - $28.72 $253K - $258K
8.97K $254K
HLLY
Holley Inc.

Consumer Cyclical
71.9K
+ 14.24%
$2.59 - $3.02 $186K - $217K
577K $1.74M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
15.5K
+ 3.49%
$14.45 - $15.15 $224K - $235K
460K $6.97M
SRL
Scully Royalty Ltd.

Financial Services
2.07K
+ 1.0%
$6.44 - $9.1 $13.3K - $18.8K
209K $1.9M
KE
Kimball Electronics, Inc.

Industrials
10.7K
+ 5.19%
$17.14 - $21.18 $183K - $226K
217K $4.06M
HDSN
Hudson Technologies Inc

Basic Materials
274K
+ 58.55%
$5.25 - $8.29 $1.44M - $2.27M
742K $4.14M
BSVN
Bank7 Corp.

Financial Services
1.71K
+ 9.94%
$36.67 - $48.38 $62.7K - $82.8K
18.9K $882K
CARE
Carter Bankshares, Inc.

Financial Services
11.6K
+ 6.95%
$17.01 - $20.3 $198K - $236K
179K $3.15M
CMRX
Chimerix Inc

Healthcare
23K
+ 37.69%
$0.83 - $3.48 $19.1K - $80.1K
84K $292K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
36.9K
+ 17.03%
$9.14 - $9.66 $338K - $357K
254K $2.33M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
82.4K
+ 8.95%
$2.15 - $4.48 $177K - $369K
1M $3.96M
LAKE
Lakeland Industries Inc

Consumer Cyclical
8.2K
+ 187.57%
$18.59 - $25.55 $152K - $209K
12.6K $321K
CIVI
Civitas Resources, Inc.

Energy
75.1K
+ 11.26%
$42.79 - $54.92 $3.21M - $4.12M
742K $34M
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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