Significant Ownership of MORGAN STANLEY

Notable people
Sas Parametric
Signature - Title
Christopher O'Hara - Authorized Signatory, Morgan Stanley
Location
New York, NY
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by MORGAN STANLEY.

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Significant Ownership of MORGAN STANLEY

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MCR MFS CHARTER INCOME TRUST Common Stock 16% $42,526,808 6,676,108 Morgan Stanley 30 Jun 2025
WEA WESTERN ASSET PREMIER BOND FUND Common Shares of Beneficial Interest 16% $20,004,371 +$1,645,395 1,855,693 +9% Morgan Stanley 30 Jun 2025
KTCC KEY TRONIC CORP Common Stock 15% $5,621,814 -$471,954 1,592,582 -7.7% Morgan Stanley 30 Sep 2025
ABUS Arbutus Biopharma Corp Common Shares 14% $122,814,997 +$20,788,104 25,910,337 +20% Morgan Stanley 31 Dec 2025
FPF First Trust Intermediate Duration Preferred & Income Fund Common Stock 13% $151,036,759 7,887,037 Morgan Stanley 30 Sep 2025
BMN BlackRock 2037 Municipal Target Term Trust Common Shares of Beneficial Interest 13% $19,106,998 +$1,719,868 799,456 +9.9% Morgan Stanley 31 Mar 2025
XOMA XOMA Royalty Corp Common Stock 13% $37,100,087 +$10,076,968 1,525,497 +37% Morgan Stanley 30 May 2025
AGL agilon health, inc. Common Stock 12% $192,768,956 50,200,249 Morgan Stanley 31 Mar 2025
OPPPRB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.75% Series B Cumulative Preferred Shares 12% $5,462,592 -$1,345,555 284,510 -20% Morgan Stanley 30 Sep 2025
KVYO Klaviyo, Inc. Series A Common Stock 10% $472,100,587 +$136,911,718 14,538,026 +41% Morgan Stanley 31 Dec 2025
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest 10% $42,689,569 +$6,337,976 2,799,316 +17% Morgan Stanley 31 Jul 2025
BWG BrandywineGLOBAL-Global Income Opportunities Fund Inc Common Stock 10% $15,049,966 -$1,590,758 1,733,867 -9.6% Morgan Stanley 30 Sep 2025
DLB Dolby Laboratories, Inc. Class A Common Stock 10% $397,665,717 6,192,241 Morgan Stanley 31 Dec 2025
BGY BlackRock Enhanced International Dividend Trust Common Stock 9.8% $53,023,556 +$3,972,256 8,911,522 +8.1% Morgan Stanley 31 Dec 2025
EMD WESTERN ASSET EMERGING MARKETS DEBT FUND INC. Common Stock 9.7% $58,190,104 +$26,166,216 5,638,576 +82% Morgan Stanley 30 Sep 2025
AOD abrdn Total Dynamic Dividend Fund Common Stock 9.5% $81,639,045 10,041,703 Morgan Stanley 31 Mar 2025
CCCC C4 Therapeutics, Inc. Common Stock 9.3% $17,140,705 +$8,067,473 8,974,191 +89% Morgan Stanley 31 Dec 2025
RPRX Royalty Pharma plc Class A Ordinary Shares 9.2% $1,394,427,274 38,907,011 Morgan Stanley 30 Jun 2025
BLKB BLACKBAUD INC Common Stock 9.2% $287,781,001 4,512,796 Morgan Stanley 31 Mar 2025
AUR Aurora Innovation, Inc. Class A Common Stock 9% $658,419,127 +$12,642,393 143,446,433 +2% Morgan Stanley 31 Dec 2025
NPCT NUVEEN CORE PLUS IMPACT FUND Common Shares of Beneficial Interest 9% $26,488,570 +$4,906,748 2,589,303 +23% Morgan Stanley 31 Mar 2025
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Common Stock 8.7% $16,351,256 1,998,931 Morgan Stanley 31 Dec 2024
GDV GABELLI DIVIDEND & INCOME TRUST Common Stock 8.6% $217,846,715 7,617,018 Morgan Stanley 31 Dec 2025
BBNX Beta Bionics, Inc. Common Stock 8.6% $74,305,196 +$16,109,185 3,739,567 +28% Morgan Stanley 30 Sep 2025
CRTO Criteo S.A. American Depository Shares / Ordinary Shares 8.5% $92,219,507 +$23,453,788 4,474,503 +34% Morgan Stanley 31 Dec 2025
WIW WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND Common Shares of Beneficial Interest 8.5% $45,921,799 +$6,006,198 5,224,323 +15% Morgan Stanley 30 Jun 2025
FFA FIRST TRUST ENHANCED EQUITY INCOME FUND Common Stock 8.5% $34,843,914 1,701,363 Morgan Stanley 30 Jun 2025
LUNG Pulmonx Corp Common Stock 8.5% $17,530,110 +$2,200,052 3,390,737 +14% Morgan Stanley 31 Mar 2025
GROV Grove Collaborative Holdings, Inc. Class A Common Stock 8.5% $5,050,025 +$631,950 3,412,179 +14% Morgan Stanley 30 Jun 2025
GUG Guggenheim Active Allocation Fund Common Shares 8.4% $43,332,058 +$5,735,855 2,777,696 +15% Morgan Stanley 30 Sep 2025
NXDTPRA NEXPOINT DIVERSIFIED REAL ESTATE TRUST 5.50% Series A Cumulative Preferred Shares 8.4% $4,022,523 +$1,111,197 283,876 +38% Morgan Stanley 30 Sep 2025
LB LandBridge Co LLC Class A Shares 8.3% $103,407,210 -$92,839,332 2,110,782 -47% Morgan Stanley 31 Jan 2026
NPCE NeuroPace Inc Common Stock 8.3% $28,926,723 2,489,391 Morgan Stanley 31 Dec 2024
RIV RIVERNORTH OPPORTUNITIES FUND, INC. Common Stock 8.2% $20,391,036 1,768,520 Morgan Stanley 31 Mar 2025
AFRM Affirm Holdings, Inc. Class A Common Stock 8.1% $1,085,652,153 22,115,546 Morgan Stanley 31 Dec 2024
NSIT INSIGHT ENTERPRISES INC Common Stock 8.1% $220,301,767 +$43,968,720 2,518,598 +25% Morgan Stanley 31 Dec 2025
EVH Evolent Health, Inc. Class A Common Stock 8.1% $37,755,903 +$3,682,702 9,097,808 +11% Morgan Stanley 31 Dec 2025
TERN Terns Pharmaceuticals, Inc. Common Stock 8.1% $20,731,866 7,099,954 Morgan Stanley 31 Mar 2025
ROIV Roivant Sciences Ltd. Common Shares 8% $1,208,606,395 +$388,661,791 55,491,570 +47% Morgan Stanley 31 Dec 2025
INBX Inhibrx Biosciences, Inc. Common Stock 7.9% $84,668,884 1,155,416 Morgan Stanley 31 Dec 2025
GLQ Clough Global Equity Fund Common Stock 7.9% $9,119,510 1,480,440 Morgan Stanley 31 Dec 2024
APLS Apellis Pharmaceuticals, Inc. Common Stock 7.7% $172,285,808 9,592,751 Morgan Stanley 31 Dec 2024
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest 7.7% $84,319,912 7,325,796 Morgan Stanley 31 Mar 2025
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND Common Shares 7.6% $39,493,356 2,785,145 Morgan Stanley 31 Dec 2025
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock 7.4% $28,479,074 +$8,220,545 1,292,154 +41% Morgan Stanley 31 Dec 2025
EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock 7.2% $58,199,824 -$10,051,350 1,309,627 -15% Morgan Stanley 31 Dec 2025
IONQ IonQ, Inc. Common Stock 7.1% $779,373,813 18,640,847 Morgan Stanley 30 Jun 2025
CACI CACI INTERNATIONAL INC /DE/ Common Stock 7.1% $773,618,753 -$131,774,185 1,551,022 -15% Morgan Stanley 30 Sep 2025
WEX WEX Inc. Common Stock 7.1% $314,713,075 2,419,753 Morgan Stanley 31 Mar 2025
MUE BLACKROCK MUNIHOLDINGS QUALITY FUND II, INC. Common Shares 7.1% $15,004,622 1,561,355 Morgan Stanley 31 Dec 2024
AMG AFFILIATED MANAGERS GROUP, INC. Common Stock 7% $472,898,962 1,983,387 Morgan Stanley 30 Sep 2025
JSPR Jasper Therapeutics, Inc. Voting Common Stock 7% $3,269,843 +$1,967,361 1,969,785 +151% Morgan Stanley 31 Dec 2025
ODD Oddity Tech Ltd Class A Ordinary Shares 6.9% $196,982,196 +$46,420,789 3,161,833 +31% Morgan Stanley 30 Sep 2025
GAXY GALAXY NEXT GENERATION, INC. Common Stock 6.9% $48,360 4,836,001 Morgan Stanley 31 Dec 2024
ASA ASA Gold & Precious Metals Ltd Common Shares 6.7% $73,814,691 -$17,367,179 1,267,205 -19% Morgan Stanley 31 Dec 2025
TSHA Taysha Gene Therapies, Inc. Common Stock 6.7% $44,506,820 -$2,034,437 16,858,644 -4.4% Morgan Stanley 30 Jun 2025
CEVA CEVA INC Common Stock 6.7% $36,843,172 1,609,575 Morgan Stanley 30 Jun 2025
NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest 6.6% $30,508,656 1,944,465 Morgan Stanley 30 Jun 2025
LSAK LESAKA TECHNOLOGIES INC Common Stock 6.6% $24,862,671 5,212,300 Morgan Stanley 31 Dec 2024
NET Cloudflare, Inc. Class A Common Stock 6.5% $2,440,652,159 20,170,679 Morgan Stanley 31 Mar 2025
CNM Core & Main, Inc. Class A Common Stock 6.5% $671,253,694 -$146,978,939 12,469,881 -18% Morgan Stanley 30 Sep 2025
STOK Stoke Therapeutics, Inc. Common Stock 6.5% $32,588,288 3,426,739 Morgan Stanley 31 Dec 2024
NPFD Nuveen Variable Rate Preferred & Income Fund Common Shares of Beneficial Interest 6.5% $30,415,184 +$18,885,182 1,567,793 +164% Morgan Stanley 30 Jun 2025
RGT ROYCE GLOBAL TRUST, INC. Common Stock 6.5% $5,253,799 424,721 Morgan Stanley 30 Jun 2025
CSL CARLISLE COMPANIES INC Common Stock 6.4% $1,145,773,945 2,776,355 Morgan Stanley 30 Jun 2025
PCOR PROCORE TECHNOLOGIES, INC. Common Stock 6.3% $692,335,002 9,494,446 Morgan Stanley 30 Sep 2025
ARMK Aramark Common Stock 6.3% $553,634,861 16,751,433 Morgan Stanley 31 Mar 2025
FTF FRANKLIN LTD DURATION INCOME TRUST Common Shares of Beneficial Interest 6.3% $16,007,423 2,553,018 Morgan Stanley 31 Mar 2025
PSF Cohen & Steers Select Preferred & Income Fund, Inc. Common Stock 6.3% $14,718,575 761,831 Morgan Stanley 31 Mar 2025
QXO QXO, Inc. Common Stock 6.2% $880,156,553 41,575,652 Morgan Stanley 30 Jun 2025
COLM COLUMBIA SPORTSWEAR CO Common Stock 6.2% $178,030,246 3,404,020 Morgan Stanley 30 Sep 2025
KRNT Kornit Digital Ltd. Ordinary Shares 6.2% $52,136,335 -$14,097,556 2,800,018 -21% Morgan Stanley 31 Mar 2025
ATR APTARGROUP, INC. Common Stock 6.1% $484,617,925 4,019,724 Morgan Stanley 31 Dec 2025
NVST Envista Holdings Corp Common Stock 6.1% $206,332,048 -$81,721,547 10,129,212 -28% Morgan Stanley 30 Sep 2025
TYG TORTOISE ENERGY INFRASTRUCTURE CORP Common Stock 6.1% $45,402,272 +$3,664,425 1,045,172 +8.8% Morgan Stanley 30 Jun 2025
NML Neuberger Berman Energy Infrastructure & Income Fund Inc. Common Stock 6.1% $30,534,158 3,458,002 Morgan Stanley 30 Jun 2025
KEX KIRBY CORP Common Stock 6% $327,171,504 3,386,518 Morgan Stanley 31 Mar 2025
SPHR Sphere Entertainment Co. Class A Common Stock 6% $108,581,660 +$29,635,464 1,747,934 +38% Morgan Stanley 30 Sep 2025
RMT ROYCE MICRO-CAP TRUST, INC. Common Stock 6% $25,326,764 3,092,401 Morgan Stanley 31 Mar 2025
USPH U S PHYSICAL THERAPY INC /NV Common Stock 5.9% $60,006,488 889,644 Morgan Stanley 31 Dec 2024
OPPPRA RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.375% Series A Cumulative Perpetual Preferred Stock 5.9% $2,434,325 -$487,087 142,275 -17% Morgan Stanley 30 Sep 2025
ZYME ZYMEWORKS INC Common Stock 5.8% $50,973,512 4,055,172 Morgan Stanley 31 Mar 2025
SMLR Semler Scientific, Inc. Common Stock 5.8% $35,996,155 790,603 Morgan Stanley 30 Jun 2025
TE T1 Energy Inc. Common Stock 5.8% $22,526,642 10,333,322 Morgan Stanley 30 Sep 2025
HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. Common Shares of Beneficial Interest 5.8% $20,725,320 5,482,889 Morgan Stanley 31 Dec 2024
LSTR LANDSTAR SYSTEM INC Common Stock 5.7% $241,727,907 1,972,323 Morgan Stanley 30 Sep 2025
ASGI abrdn Global Infrastructure Income Fund Common Shares of Beneficial Interest 5.7% $30,484,187 +$6,233,014 1,640,699 +26% Morgan Stanley 31 Mar 2025
CAR AVIS BUDGET GROUP, INC. Common Stock 5.6% $251,551,966 1,971,874 Morgan Stanley 31 Dec 2025
LNTH Lantheus Holdings, Inc. Common Stock 5.6% $193,758,848 3,777,712 Morgan Stanley 30 Sep 2025
FUN Six Flags Entertainment Corporation/NEW Common Stock 5.6% $129,399,806 5,695,414 Morgan Stanley 30 Sep 2025
TBBB BBB FOODS INC Class A Common Shares 5.6% $65,415,605 2,176,892 Morgan Stanley 31 Dec 2024
SLQT SelectQuote, Inc. Common Stock 5.6% $24,321,715 10,134,048 Morgan Stanley 30 Jun 2025
GLO Clough Global Opportunities Fund Common Shares of Beneficial Interest 5.6% $11,265,340 2,407,124 Morgan Stanley 31 Dec 2024
TRMB TRIMBLE INC Common Stock 5.5% $1,036,258,531 13,064,278 Morgan Stanley 30 Jun 2025
VCV Invesco California Value Municipal Income Trust Common Shares of Beneficial Interest 5.5% $29,620,105 2,623,570 Morgan Stanley 31 Dec 2025
FSLY Fastly, Inc. Class A Common Stock 5.4% $82,192,811 8,073,950 Morgan Stanley 31 Dec 2025
TPB Turning Point Brands, Inc Common Stock 5.4% $56,340,721 952,023 Morgan Stanley 31 Dec 2024
NBXG Neuberger Berman Next Generation Connectivity Fund Inc. Shares of Common Stock 5.4% $51,115,724 4,245,492 Morgan Stanley 31 Mar 2025
URGN UroGen Pharma Ltd. Ordinary Shares 5.4% $35,433,378 +$24,712,637 2,488,299 +231% Morgan Stanley 30 Jun 2025
DOYU DouYu International Holdings Ltd Ordinary Shares / American Depositary Shares 5.4% $11,031,912 -$3,759,856 1,622,340 -25% Morgan Stanley 31 Dec 2025

Schedules 13D/G Reported by MORGAN STANLEY:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Filing Date
* An asterisk sign (*) next to the price indicates that the price is likely invalid.