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- Significant Ownership
- Insider Ownership
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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.
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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 |
| 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 |
| TULP | BLOOMIA HOLDINGS, INC. | Common Stock | 13% | $1,046,655 | +$584,349 | 238,418 | +126% | Morgan Stanley | 28 Feb 2026 |
| 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 | 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 | ||
| 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 | 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 |
| TENX | TENAX THERAPEUTICS, INC. | Common Stock | 9.6% | $8,975,459 | 596,376 | Morgan Stanley | 31 Dec 2025 | ||
| AOD | abrdn Total Dynamic Dividend Fund | Common Stock | 9.5% | $81,639,045 | 10,041,703 | Morgan Stanley | 31 Mar 2025 | ||
| WOLF | WOLFSPEED, INC. | Common Stock | 9.5% | $47,914,160 | 2,455,877 | Morgan Stanley | 31 Dec 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 | ||
| FUN | Six Flags Entertainment Corporation/NEW | Common Stock | 9.1% | $145,986,146 | +$55,599,926 | 9,198,875 | +62% | Morgan Stanley | 31 Dec 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 |
| 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 |
| 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 |
| 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 |
| 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 | ||
| CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Common Stock | 7.6% | $382,917,482 | 3,532,775 | Morgan Stanley | 31 Dec 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 |
| 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 | ||
| NHC | NATIONAL HEALTHCARE CORP | Common Stock | 7.1% | $185,590,053 | 1,102,537 | Morgan Stanley | 31 Dec 2025 | ||
| 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 | ||
| JSPR | Jasper Therapeutics, Inc. | Voting Common Stock | 7% | $3,269,843 | +$1,967,361 | 1,969,785 | +151% | Morgan Stanley | 31 Dec 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 | ||
| ONON | On Holding AG | Class A Ordinary Shares | 6.5% | $905,813,989 | 19,166,610 | Morgan Stanley | 31 Dec 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 |
| MAGN | Magnera Corp | Common Stock | 6.5% | $35,167,101 | +$11,691,199 | 2,322,794 | +50% | Morgan Stanley | 31 Dec 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 | ||
| COLM | COLUMBIA SPORTSWEAR CO | Common Stock | 6.2% | $178,030,246 | 3,404,020 | Morgan Stanley | 30 Sep 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 |
| RDWR | RADWARE LTD | Ordinary Shares | 6.1% | $63,032,256 | +$14,162,198 | 2,616,532 | +29% | Morgan Stanley | 31 Dec 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| CATX | Perspective Therapeutics, Inc. | Common Stock | 6% | $11,199,351 | 4,461,893 | 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 | ||
| 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 |
| 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 | ||
| 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 | ||
| 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 | ||
| TBBB | BBB FOODS INC | Class A Common Shares | 5.6% | $65,415,605 | 2,176,892 | Morgan Stanley | 31 Dec 2024 | ||
| 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 |
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.