Significant Ownership of MORGAN STANLEY
- Notable people
- Sas Parametric
- Signature - Title
- Claire Gordon - 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.
Follow Filing Activity
Follow MORGAN STANLEY and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
CIK context first
Continue from MORGAN STANLEY
Significant Ownership of MORGAN STANLEY
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| WEA | WESTERN ASSET PREMIER BOND FUND | Common Shares of Beneficial Interest | 18% | $22,945,132 | +$2,736,635 | 2,106,991 | +14% | Morgan Stanley | 31 Mar 2026 |
| MCR | MFS CHARTER INCOME TRUST | Common Stock | 16% | $42,526,808 | 6,676,108 | 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 |
| OPPPRB | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 4.75% Series B Cumulative Preferred Shares | 14% | $6,335,258 | +$1,123,034 | 345,811 | +22% | Morgan Stanley | 31 Dec 2025 |
| XOMA | XOMA Royalty Corp | Common Stock | 14% | $46,207,071 | +$4,805,083 | 1,702,545 | +12% | Morgan Stanley | 31 Dec 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 |
| AGL | agilon health, inc. | Common Stock | 12% | $192,768,956 | 50,200,249 | Morgan Stanley | 31 Mar 2025 | ||
| GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Common Shares of Beneficial Interest | 11% | $45,937,842 | +$5,347,760 | 3,168,127 | +13% | Morgan Stanley | 31 Mar 2026 |
| BLW | BLACKROCK Ltd DURATION INCOME TRUST | Common Stock | 11% | $52,889,852 | 4,167,837 | Morgan Stanley | 31 Mar 2026 | ||
| 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 |
| OPEN | Opendoor Technologies Inc. | Common Stock | 10% | $458,034,591 | +$221,436,479 | 97,870,639 | +94% | Morgan Stanley | 31 Mar 2026 |
| ODD | Oddity Tech Ltd | Class A Ordinary Shares | 10% | $142,277,540 | +$26,390,194 | 4,692,531 | +23% | Morgan Stanley | 28 Feb 2026 |
| XFOR | X4 Pharmaceuticals, Inc | Common Stock | 10% | $29,940,219 | +$2,318,051 | 8,884,338 | +8.4% | Morgan Stanley | 28 Feb 2026 |
| BGY | BlackRock Enhanced International Dividend Trust | Common Stock | 10% | $51,709,215 | +$1,180,885 | 9,119,791 | +2.3% | Morgan Stanley | 30 Apr 2026 |
| NSIT | INSIGHT ENTERPRISES INC | Common Stock | 9.5% | $190,699,671 | +$21,928,419 | 2,845,839 | +13% | Morgan Stanley | 31 Mar 2026 |
| WOLF | WOLFSPEED, INC. | Common Stock | 9.5% | $47,914,160 | 2,455,877 | Morgan Stanley | 31 Dec 2025 | ||
| CHW | Calamos Global Dynamic Income Fund | Common Shares | 9.3% | $46,164,980 | 5,933,802 | Morgan Stanley | 31 Mar 2026 | ||
| 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 |
| FTHY | FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | Common Shares | 8.9% | $44,513,862 | +$6,830,851 | 3,290,012 | +18% | Morgan Stanley | 31 Mar 2026 |
| OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | Common Stock | 8.7% | $16,351,256 | 1,998,931 | Morgan Stanley | 31 Dec 2024 | ||
| QXO | QXO, Inc. | Common Stock | 8.6% | $1,349,039,607 | +$377,000,863 | 57,700,582 | +39% | Morgan Stanley | 31 Dec 2025 |
| 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 |
| KRNT | Kornit Digital Ltd. | Ordinary Shares | 8.6% | $59,821,087 | +$17,372,814 | 3,945,982 | +41% | Morgan Stanley | 31 Dec 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 |
| 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 |
| NPCE | NeuroPace Inc | Common Stock | 8.3% | $28,926,723 | 2,489,391 | Morgan Stanley | 31 Dec 2024 | ||
| DLB | Dolby Laboratories, Inc. | Class A Common Stock | 8.2% | $309,079,032 | -$72,115,324 | 5,020,777 | -19% | Morgan Stanley | 31 Mar 2026 |
| AOD | abrdn Total Dynamic Dividend Fund | Common Stock | 8.2% | $81,320,421 | -$13,674,089 | 8,596,239 | -14% | Morgan Stanley | 31 Mar 2026 |
| RIV | RIVERNORTH OPPORTUNITIES FUND, INC. | Common Stock | 8.2% | $20,391,036 | 1,768,520 | Morgan Stanley | 31 Mar 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 |
| NPCT | NUVEEN CORE PLUS IMPACT FUND | Common Shares of Beneficial Interest | 8% | $23,432,541 | -$3,056,028 | 2,290,571 | -12% | Morgan Stanley | 31 Dec 2025 |
| CRVO | CervoMed Inc | Common Stock | 8% | $2,966,341 | +$1,066,881 | 739,736 | +56% | Morgan Stanley | 31 Mar 2026 |
| INBX | Inhibrx Biosciences, Inc. | Common Stock | 7.9% | $84,668,884 | 1,155,416 | Morgan Stanley | 31 Dec 2025 | ||
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | Common Shares | 7.8% | $185,377,726 | 10,765,257 | Morgan Stanley | 31 Mar 2026 | ||
| AMWL | American Well Corp | Class A Common Stock | 7.8% | 1,156,087 | Morgan Stanley | 31 Mar 2026 | |||
| 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 | ||
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Common Stock | 7.6% | $382,917,482 | 3,532,775 | Morgan Stanley | 31 Dec 2025 | ||
| FTF | FRANKLIN LTD DURATION INCOME TRUST | Common Shares of Beneficial Interest | 7.5% | $18,033,794 | +$2,792,276 | 3,020,736 | +18% | Morgan Stanley | 31 Mar 2026 |
| 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 |
| BEBE | TGE Value Creative Solutions Corp | Class A Ordinary Shares | 7.3% | $10,769,170 | 1,089,997 | Morgan Stanley | 31 Mar 2026 | ||
| RDWR | RADWARE LTD | Ordinary Shares | 7.2% | $85,095,001 | +$12,146,089 | 3,052,188 | +17% | Morgan Stanley | 31 Mar 2026 |
| 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 |
| AFRM | Affirm Holdings, Inc. | Class A Common Stock | 7.1% | $1,077,709,997 | -$71,634,928 | 20,737,156 | -6.2% | Morgan Stanley | 31 Mar 2026 |
| CACI | CACI INTERNATIONAL INC /DE/ | Common Stock | 7.1% | $773,618,753 | -$131,774,185 | 1,551,022 | -15% | Morgan Stanley | 30 Sep 2025 |
| NHC | NATIONAL HEALTHCARE CORP | Common Stock | 7.1% | $185,590,053 | 1,102,537 | Morgan Stanley | 31 Dec 2025 | ||
| XIFR | XPLR Infrastructure, LP | Common Units | 7.1% | $70,780,155 | 6,664,798 | Morgan Stanley | 31 Mar 2026 | ||
| GROV | Grove Collaborative Holdings, Inc. | Class A Common Stock | 7.1% | $3,624,801 | -$572,179 | 2,946,993 | -14% | Morgan Stanley | 31 Dec 2025 |
| AMG | AFFILIATED MANAGERS GROUP, INC. | Common Stock | 7% | $472,898,962 | 1,983,387 | Morgan Stanley | 30 Sep 2025 | ||
| SPHR | Sphere Entertainment Co. | Class A Common Stock | 7% | $255,870,716 | +$33,498,553 | 2,011,246 | +15% | Morgan Stanley | 31 Mar 2026 |
| ROIV | Roivant Sciences Ltd. | Common Shares | 6.9% | $1,401,593,746 | -$170,482,433 | 49,473,835 | -11% | Morgan Stanley | 31 Mar 2026 |
| DIN | Dine Brands Global, Inc. | Common Stock | 6.9% | $23,352,892 | +$3,207,525 | 889,973 | +16% | Morgan Stanley | 31 Mar 2026 |
| GAXY | GALAXY NEXT GENERATION, INC. | Common Stock | 6.9% | $48,360 | 4,836,001 | Morgan Stanley | 31 Dec 2024 | ||
| 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 | ||
| ONON | On Holding AG | Class A Ordinary Shares | 6.5% | $905,813,989 | 19,166,610 | Morgan Stanley | 31 Dec 2025 | ||
| ACP | abrdn Income Credit Strategies Fund | Common Shares | 6.5% | $43,501,683 | +$12,288,099 | 8,177,008 | +39% | Morgan Stanley | 31 Mar 2026 |
| EMD | WESTERN ASSET EMERGING MARKETS DEBT FUND INC. | Common Stock | 6.5% | $37,287,679 | -$18,083,137 | 3,797,116 | -33% | Morgan Stanley | 31 Mar 2026 |
| 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 | ||
| EVGO | EVgo Inc. | Class A Common Stock | 6.4% | $17,614,403 | 9,079,589 | Morgan Stanley | 31 Mar 2026 | ||
| PCOR | PROCORE TECHNOLOGIES, INC. | Common Stock | 6.3% | $692,335,002 | 9,494,446 | Morgan Stanley | 30 Sep 2025 | ||
| PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | Common Stock | 6.3% | $14,718,575 | 761,831 | Morgan Stanley | 31 Mar 2025 | ||
| HIO | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | Common Stock | 6.2% | $21,539,379 | +$1,362,347 | 5,853,092 | +6.8% | Morgan Stanley | 31 Mar 2026 |
| FTW | PRESIDIO PRODUCTION COMPANY | Class A common stock, $0.0001 par value per share | 6.2% | $18,977,171 | 1,717,391 | MORGAN STANLEY | 31 Mar 2026 | ||
| ATR | APTARGROUP, INC. | Common Stock | 6.1% | $484,617,925 | 4,019,724 | Morgan Stanley | 31 Dec 2025 | ||
| JBGS | JBG SMITH Properties | Common Shares | 6.1% | $54,154,886 | +$9,581,664 | 3,624,825 | +21% | Morgan Stanley | 31 Mar 2026 |
| 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 |
| BOE | BlackRock Enhanced Global Dividend Trust | Common Shares of Beneficial Interest | 6.1% | $38,762,843 | +$5,630,000 | 3,382,447 | +17% | Morgan Stanley | 31 Mar 2026 |
| NML | Neuberger Berman Energy Infrastructure & Income Fund Inc. | Common Stock | 6.1% | $30,534,158 | 3,458,002 | Morgan Stanley | 30 Jun 2025 | ||
| IHD | Voya Emerging Markets High Dividend Equity Fund | Common Shares of Beneficial Interest | 6.1% | $6,813,910 | 1,086,748 | Morgan Stanley | 31 Dec 2025 | ||
| RA | Brookfield Real Assets Income Fund Inc. | Common Shares | 6% | $42,672,631 | +$11,100,379 | 3,318,245 | +35% | Morgan Stanley | 31 Mar 2026 |
| RMT | ROYCE MICRO-CAP TRUST, INC. | Common Stock | 6% | $25,326,764 | 3,092,401 | Morgan Stanley | 31 Mar 2025 | ||
| AIJTY | Jianpu Technology Inc. | Class A Ordinary Shares / American Depositary Shares | 6% | $20,219,108 | 22,218,800 | Morgan Stanley | 31 Dec 2025 | ||
| PROK | PROKIDNEY CORP. | Class A Common Stock | 6% | $19,510,759 | 8,519,982 | Morgan Stanley | 31 Dec 2025 | ||
| USPH | U S PHYSICAL THERAPY INC /NV | Common Stock | 5.9% | $60,006,488 | 889,644 | Morgan Stanley | 31 Dec 2024 | ||
| TBCH | Turtle Beach Corp | Common Stock | 5.9% | $11,977,445 | 1,156,124 | Morgan Stanley | 31 Mar 2026 | ||
| 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 |
| TULP | BLOOMIA HOLDINGS, INC. | Common Stock | 5.9% | $1,143,479 | +$173,117 | 280,953 | +18% | Morgan Stanley | 30 Apr 2026 |
| WEX | WEX Inc. | Common Stock | 5.8% | $334,404,445 | -$67,129,368 | 2,015,213 | -17% | Morgan Stanley | 31 Mar 2026 |
| TCMD | TACTILE SYSTEMS TECHNOLOGY INC | Common Stock | 5.8% | $37,505,381 | 1,293,289 | Morgan Stanley | 31 Dec 2025 | ||
| SMLR | Semler Scientific, Inc. | Common Stock | 5.8% | $35,996,155 | 790,603 | Morgan Stanley | 30 Jun 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 |
| TERN | Terns Pharmaceuticals, Inc. | Common Stock | 5.6% | $338,619,525 | -$35,051,054 | 6,433,964 | -9.4% | Morgan Stanley | 31 Mar 2026 |
| CAR | AVIS BUDGET GROUP, INC. | Common Stock | 5.6% | $251,551,966 | 1,971,874 | Morgan Stanley | 31 Dec 2025 | ||
| TBBB | BBB FOODS INC | Class A Common Shares | 5.6% | $65,415,605 | 2,176,892 | Morgan Stanley | 31 Dec 2024 | ||
| KIO | KKR Income Opportunities Fund | Common Shares | 5.6% | $25,687,406 | 2,295,568 | Morgan Stanley | 31 Mar 2026 |
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.