Morgan Stanley Purchases in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIVA
Fidelity Covington Tr

ETFs
1.86K
+ 631.86%
$24.17 - $26.43 $45.1K - $49.3K
2.16K $52K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
11.1K
+ 3.33%
$21.02 - $21.57 $233K - $239K
344K $7.27M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
5.33K
+ 7.84%
$19.11 - $20.04 $102K - $107K
73.3K $1.41M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
1
+ 0.01%
$45.25 - $53.68 $45.3 - $53.7
9.14K $453K
TMC
Tmc The Metals CO Inc.

Basic Materials
33.8K
+ 33.64%
$0.72 - $1.2 $24.3K - $40.5K
134K $150K
OTLY
Oatly Group Ab

Consumer Defensive
209K
+ 42.07%
$0.6 - $0.93 $125K - $194K
704K $464K
NAK
Northern Dynasty Minerals LTD

Basic Materials
37.7K
+ 43.89%
$0.31 - $0.58 $11.7K - $21.9K
124K $71K
LUCD
Lucid Diagnostics Inc.

Healthcare
54.2K
+ 13756.35%
$0.76 - $1.08 $41.2K - $58.5K
54.6K $43K
MPX
Marine Products Corp

Consumer Cyclical
7.16K
+ 16.11%
$8.99 - $10.21 $64.3K - $73.1K
51.6K $472K
STRT
Strattec Security Corp

Consumer Cyclical
1.1K
+ 41.67%
$34.6 - $43.97 $38.1K - $48.4K
3.74K $154K
ICAD
Icad Inc

Healthcare
16.5K
+ 37.94%
$1.39 - $2.4 $22.9K - $39.5K
59.8K $109K
CLAR
Clarus Corp

Consumer Cyclical
8.93K
+ 8.18%
$4.05 - $5.18 $36.2K - $46.3K
118K $532K
HTZWW
Hertz Global Hldgs Inc New
19.5K
+ 40.99%
$1.79 - $2.88 $34.9K - $56.1K
67.1K $144K
SYPR
Sypris Solutions Inc

Consumer Cyclical
21.4K
+ 1336.44%
$1.32 - $2.6 $28.2K - $55.6K
23K $42K
PCM
Pcm Fund, Inc.

Financial Services
6.52K
+ 21.94%
$7.63 - $8.21 $49.8K - $53.6K
36.3K $277K
ALCO
Alico, Inc.

Consumer Defensive
7.68K
+ 9.8%
$24.39 - $27.9 $187K - $214K
86.1K $2.23M
CZWI
Citizens Community Bancorp Inc.

Financial Services
2.43K
+ 242600.0%
$13.8 - $16.96 $33.5K - $41.1K
2.43K $39K
CIA
Citizens, Inc.

Financial Services
9.57K
+ 2111.7%
$3.59 - $5.86 $34.3K - $56.1K
10K $40K
UYG
Proshares Ultra Financials

ETFs
435
+ 206.16%
$75.09 - $96.7 $32.7K - $42.1K
646 $55K
DERM
Journey Medical Corp

Healthcare
9.7K
New
$3.97 - $6.53 $38.5K - $63.3K
9.7K $39K
EPR
Epr Properties

Real Estate
62.7K
+ 10.9%
$43.17 - $49.39 $2.71M - $3.1M
638K $28.2M
LODE
Comstock Inc.

Real Estate
24.5K
+ 30.63%
$0.3 - $0.88 $7.36K - $21.6K
105K $75K
HKND
Humankind Benefit Corp Humanki

ETFs
1.2K
+ 120300.0%
$31.71 - $33.86 $38.1K - $40.7K
1.2K $38K
GIFI
Gulf Island Fabrication Inc

Industrials
4.02K
+ 43.63%
$5.38 - $7.35 $21.6K - $29.6K
13.2K $90K
RDCM
Radcom LTD

Communication Services
3.1K
+ 310000.0%
$10.0 - $12.77 $31K - $39.6K
3.1K $38K
ZVIA
Zevia Pbc

Consumer Defensive
5.88K
+ 137.1%
$1.03 - $4.19 $6.05K - $24.6K
10.2K $42K
BJAN
Innovator U.S. Equity Buffer E

ETFs
734
+ 36.7%
$46.38 - $47.95 $34K - $35.2K
2.73K $131K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
6K
New
$0.08 - $7.82 $480 - $46.9K
6K $38K
VLT
Invesco High Income Trust Ii

Financial Services
4.22K
+ 27.87%
$10.94 - $11.59 $46.2K - $48.9K
19.4K $211K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
5.39K
+ 6.57%
$12.65 - $13.62 $68.2K - $73.5K
87.5K $1.11M
COGT
Cogent Biosciences, Inc.

Healthcare
270K
+ 39.15%
$7.64 - $12.28 $2.06M - $3.31M
959K $7.48M
FFNW
First Financial Northwest, Inc.

Financial Services
2.51K
+ 11.18%
$21.21 - $23.05 $53.3K - $57.9K
25K $542K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
810
+ 81000.0%
$45.67 - $50.69 $37K - $41.1K
811 $37K
TDVG
T Rowe Price Exchange Traded F

Technology
931
+ 3103.33%
$39.51 - $41.92 $36.8K - $39K
961 $38K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
938
+ 141.69%
$38.02 - $42.79 $35.7K - $40.1K
1.6K $62K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
684
+ 2.72%
$29.73 - $30.81 $20.3K - $21.1K
25.8K $787K
RRBI
Red River Bancshares Inc

Financial Services
179
+ 1.38%
$49.09 - $61.04 $8.79K - $10.9K
13.2K $711K
AADI
Aadi Bioscience, Inc.

Healthcare
10.4K
+ 429.28%
$1.92 - $3.39 $19.9K - $35.1K
12.8K $40K
JAN
Jan One Inc.

Industrials
17.2K
+ 172.02%
N/A
27.2K $56K
RVSB
Riverview Bancorp Inc

Financial Services
91
+ 0.26%
$4.59 - $5.88 $418 - $535
35.4K $202K
ACU
Acme United Corp

Consumer Defensive
1.32K
+ 38.89%
$36.41 - $45.17 $48.2K - $59.8K
4.73K $176K
SECT
Sector 10, Inc.

ETFs
603
+ 28.16%
$53.17 - $57.82 $32.1K - $34.9K
2.74K $150K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
7.98K
+ 8.36%
$6.37 - $7.15 $50.9K - $57.1K
103K $686K
ELA
Envela Corp

Consumer Cyclical
1.47K
+ 10.3%
$5.18 - $7.88 $7.63K - $11.6K
15.8K $113K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
807
+ 29.96%
$59.26 - $65.51 $47.8K - $52.9K
3.5K $212K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
458
+ 3.31%
$60.34 - $65.34 $27.6K - $29.9K
14.3K $878K
SCO
Pro Shares Trust Ii

ETFs
2.76K
+ 57.38%
$15.89 - $19.38 $43.9K - $53.6K
7.58K $128K
AE
Adams Resources & Energy, Inc.

Energy
3
+ 0.09%
$26.01 - $37.75 $78 - $113
3.17K $119K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.09K
+ 27.41%
$16.2 - $20.45 $17.6K - $22.2K
5.06K $98K
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