Morgan Stanley Incresed Positions in Q4 2024

Morgan Stanley

  • $1.39 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PZC
Pimco California Municipal Income Fund Iii

Financial Services
70.6K
+ 45.27%
$6.75 - $7.62 $477K - $538K
227K $1.56M
NXGL
Nexgel, Inc.

Healthcare
86.2K
+ 5387.75%
$2.4 - $4.93 $207K - $425K
87.8K $388K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
5.89K
+ 11.75%
$54.04 - $67.28 $318K - $396K
56K $3.21M
OPBK
Op Bancorp

Financial Services
2.27K
+ 2.18%
$12.2 - $18.26 $27.7K - $41.5K
106K $1.68M
EB
Eventbrite, Inc.

Technology
4.7K
+ 0.81%
$2.64 - $3.95 $12.4K - $18.5K
585K $1.97M
PNRG
Primeenergy Resources Corp

Energy
183
+ 4.39%
$144.05 - $227.0 $26.4K - $41.5K
4.35K $954K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
80.4K
+ 14.67%
$11.6 - $12.83 $933K - $1.03M
629K $7.34M
WASH
Washington Trust Bancorp Inc

Financial Services
16.9K
+ 9.46%
$30.4 - $39.92 $515K - $676K
196K $6.15M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
277K
+ 6.5%
$10.56 - $11.31 $2.93M - $3.13M
4.54M $48.7M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
31.8K
+ 151.11%
$12.28 - $16.03 $390K - $509K
52.8K $657K
ASEA
Global X Funds Global X Ftse S

ETFs
25.2K
+ 112.05%
$15.95 - $17.48 $402K - $440K
47.7K $760K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
8.04K
+ 1.42%
$60.51 - $65.57 $487K - $527K
576K $35.1M
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
46.9K
+ 8.23%
$4.05 - $4.36 $190K - $205K
617K $2.69M
KINS
Kingstone Companies, Inc.

Financial Services
25K
+ 2497700.0%
$8.68 - $17.7 $217K - $442K
25K $369K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
16.8K
+ 19.31%
$14.7 - $17.79 $247K - $299K
104K $1.72M
QRHC
Quest Resource Holding Corp

Industrials
69.4K
+ 118.49%
$5.85 - $8.35 $406K - $579K
128K $831K
BBU
Brookfield Business Partners L.P.

Industrials
15.4K
+ 62.51%
$21.52 - $26.44 $331K - $407K
40K $936K
NECB
North East Community Bancorp, Inc.

Financial Services
19.2K
+ 35.41%
$24.13 - $31.11 $464K - $599K
73.6K $1.8M
PWFL
Power Fleet, Inc.

Technology
72.5K
+ 18.25%
N/A
470K $2.34M
SDG
Ishares Trust Ishares Msci Glo

ETFs
7.56K
+ 55.29%
$71.56 - $85.77 $541K - $648K
21.2K $1.52M
HPK
High Peak Energy, Inc.

Energy
18.8K
+ 19.42%
$12.53 - $15.54 $235K - $292K
115K $1.7M
GHYG
Ishares Incus & Intl High Yiel

ETFs
8.37K
+ 99.05%
$43.84 - $45.39 $367K - $380K
16.8K $740K
PSCF
Invesco S&P Smallcap Financial

ETFs
6.39K
+ 29.12%
$53.94 - $61.67 $345K - $394K
28.3K $1.57M
INN
Summit Hotel Properties, Inc.

Real Estate
53.9K
+ 3.03%
$6.06 - $7.14 $327K - $385K
1.83M $12.6M
LFMD
Life Md, Inc.

Healthcare
80K
+ 23.63%
$4.08 - $7.1 $327K - $568K
419K $2.12M
BLCO
Bausch & Lomb Corp

Healthcare
31.1K
+ 16.92%
$17.79 - $21.0 $554K - $654K
215K $3.89M
FQAL
Fidelity Covington Tr Quality

ETFs
4.87K
+ 10.7%
$64.43 - $68.47 $314K - $334K
50.4K $3.3M
CSBR
Champions Oncology, Inc.

Healthcare
15.1K
+ 26.12%
$3.79 - $8.62 $57.2K - $130K
72.9K $624K
RMBL
Rumble On, Inc.

Consumer Cyclical
52.5K
+ 60.26%
$4.31 - $7.0 $226K - $367K
140K $757K
CLH
Clean Harbors Inc

Industrials
16K
+ 5.52%
$228.61 - $263.39 $3.67M - $4.22M
307K $70.5M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
12.9K
+ 6.69%
$44.45 - $45.41 $571K - $584K
205K $9.11M
QUIK
Quicklogic Corp

Technology
13K
+ 24.59%
$6.75 - $11.71 $87.7K - $152K
65.8K $743K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
9.73K
+ 6.95%
$46.92 - $51.34 $456K - $499K
150K $7.07M
FLCA
Franklin Templeton ETF Tr

ETFs
9.16K
+ 341.54%
$36.34 - $39.37 $333K - $361K
11.8K $433K
PFI
Invesco Exchange Traded Fd Tr

ETFs
4.67K
+ 11.8%
$54.89 - $63.81 $256K - $298K
44.2K $2.52M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
39.1K
+ 30.79%
$6.5 - $8.39 $254K - $328K
166K $1.23M
MCG
Membership Collective Group Inc.

Consumer Cyclical
47.4K
+ 74.18%
N/A
111K $768K
FSTA
Fidelity Covington Tr Msci Con

ETFs
10.7K
+ 8.47%
$49.28 - $52.29 $529K - $561K
138K $6.8M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
24.6K
+ 4.79%
$18.43 - $19.57 $454K - $482K
539K $10.1M
JMIA
Jumia Technologies Ag

Consumer Cyclical
308K
+ 54.82%
$3.64 - $5.87 $1.12M - $1.81M
871K $3.33M
BGT
Blackrock Floating Rate Income Trust

Financial Services
28.9K
+ 4.67%
$12.69 - $13.4 $367K - $387K
648K $8.33M
AVNW
Aviat Networks, Inc.

Technology
30.2K
+ 47.04%
$13.7 - $23.23 $413K - $701K
94.3K $1.71M
UAMY
United States Antimony Corp

Basic Materials
164K
+ 529.19%
$0.52 - $2.09 $85.3K - $343K
195K $343K
PHX
Phx Minerals Inc.

Energy
67.1K
+ 83.88%
$3.34 - $4.03 $224K - $270K
147K $588K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
57.8K
+ 14.95%
$10.38 - $11.36 $600K - $657K
445K $4.67M
TY
Tri Continental Corp

Financial Services
30.8K
+ 5.71%
$31.01 - $34.67 $956K - $1.07M
571K $18.1M
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
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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