Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / SMALL MID CAP EQ
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Number of holders
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12
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Total 13F shares, excl. options
-
8.5M
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Shares change
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+8.5M
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Total reported value, excl. options
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$399M
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Value change
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+$399M
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Number of buys
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12
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Price
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$46.88
Significant Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q4 2024
12 filings reported holding MSSM - MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ as of Q4 2024.
MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (8.47M shares), CITADEL ADVISORS LLC (29.6K shares), WELLS FARGO & COMPANY/MN (501 shares), Royal Bank of Canada (169 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (163 shares), OARSMAN CAPITAL, INC. (84 shares), JPMORGAN CHASE & CO (75 shares), Global Retirement Partners, LLC (65 shares), IFP Advisors, Inc (58 shares), and BARTLETT & CO. WEALTH MANAGEMENT LLC (42 shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.