Morgan Stanley - Significant Ownership

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.

Significant Ownership of Morgan Stanley

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LB LandBridge Co LLC Class A Shares 17.2% $292M $50.9M 4.01M +21.1% Morgan Stanley Jun 30, 2025
MCR MFS CHARTER INCOME TRUST Common Stock 15.9% $41.8M 6.68M Morgan Stanley Jun 30, 2025
WEA WESTERN ASSET PREMIER BOND FUND Common Shares of Beneficial Interest 15.6% $19.7M $1.62M 1.86M +8.96% Morgan Stanley Jun 30, 2025
KTCC KEY TRONIC CORP Common Stock 14.8% $5.62M -$472K 1.59M -7.74% Morgan Stanley Sep 30, 2025
FPF First Trust Intermediate Duration Preferred & Income Fund Common Stock 13% $151M 7.89M Morgan Stanley Sep 30, 2025
BMN BlackRock 2037 Municipal Target Term Trust Common Shares of Beneficial Interest 13% $19M $1.71M 799K +9.89% Morgan Stanley Mar 31, 2025
XOMA XOMA Royalty Corp Common Stock 12.7% $37.1M $10.1M 1.53M +37.3% Morgan Stanley May 30, 2025
AGL agilon health, inc. Common Stock 12.2% $276M 50.2M Morgan Stanley Mar 31, 2025
OPPPRB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.75% Series B Cumulative Preferred Shares 11.9% $5.46M -$1.35M 285K -19.8% Morgan Stanley Sep 30, 2025
ABUS Arbutus Biopharma Corp Common Shares 11.4% $67.6M 21.5M Morgan Stanley Dec 31, 2024
EVOK EVOKE PHARMA INC Common Stock 10.5% $866K 164K Morgan Stanley Aug 31, 2025
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest 10.4% $42.2M $6.27M 2.8M +17.4% Morgan Stanley Jul 31, 2025
BWG BrandywineGLOBAL-Global Income Opportunities Fund Inc Common Stock 10.3% $15M -$1.59M 1.73M -9.56% Morgan Stanley Sep 30, 2025
AUR Aurora Innovation, Inc. Class A Common Stock 10.1% $871M $109M 141M +14.3% Morgan Stanley Mar 31, 2025
EMD WESTERN ASSET EMERGING MARKETS DEBT FUND INC. Common Stock 9.7% $58.2M $26.2M 5.64M +81.7% Morgan Stanley Sep 30, 2025
AOD abrdn Total Dynamic Dividend Fund Common Stock 9.5% $84.2M 10M Morgan Stanley Mar 31, 2025
RPRX Royalty Pharma plc Class A Ordinary Shares 9.2% $1.29B 38.9M Morgan Stanley Jun 30, 2025
BLKB BLACKBAUD INC Common Stock 9.2% $273M 4.51M Morgan Stanley Mar 31, 2025
NPCT NUVEEN CORE PLUS IMPACT FUND Common Shares of Beneficial Interest 9% $25.7M $4.75M 2.59M +22.7% Morgan Stanley Mar 31, 2025
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Common Stock 8.7% $17.2M 2M Morgan Stanley Dec 31, 2024
BBNX Beta Bionics, Inc. Common Stock 8.6% $74.3M $16.1M 3.74M +27.7% Morgan Stanley Sep 30, 2025
BGY BlackRock Enhanced International Dividend Trust Common Stock 8.6% $43M 8.24M Morgan Stanley Dec 31, 2024
WIW WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND Common Shares of Beneficial Interest 8.5% $44.5M $5.82M 5.22M +15% Morgan Stanley Jun 30, 2025
FFA FIRST TRUST ENHANCED EQUITY INCOME FUND Common Stock 8.5% $33.4M 1.7M Morgan Stanley Jun 30, 2025
LUNG Pulmonx Corp Common Stock 8.5% $22.8M $2.86M 3.39M +14.4% Morgan Stanley Mar 31, 2025
GROV Grove Collaborative Holdings, Inc. Class A Common Stock 8.5% $3.89M $487K 3.41M +14.3% Morgan Stanley Jun 30, 2025
KVYO Klaviyo, Inc. Series A Common Stock 8.4% $286M 10.3M Morgan Stanley Sep 30, 2025
GUG Guggenheim Active Allocation Fund Common Shares 8.4% $43.3M $5.74M 2.78M +15.3% Morgan Stanley Sep 30, 2025
NXDTPRA NEXPOINT DIVERSIFIED REAL ESTATE TRUST 5.50% Series A Cumulative Preferred Shares 8.4% $4.02M $1.11M 284K +38.2% Morgan Stanley Sep 30, 2025
ASA ASA Gold & Precious Metals Ltd Common Shares 8.3% $71.7M $16.9M 1.57M +30.8% Morgan Stanley Sep 30, 2025
EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock 8.3% $69M $16.2M 1.54M +30.7% Morgan Stanley Sep 30, 2025
NPCE NeuroPace Inc Common Stock 8.3% $30.6M 2.49M Morgan Stanley Dec 31, 2024
RIV RIVERNORTH OPPORTUNITIES FUND, INC. Common Stock 8.2% $19.2M 1.77M Morgan Stanley Mar 31, 2025
AFRM Affirm Holdings, Inc. Class A Common Stock 8.1% $901M 22.1M Morgan Stanley Dec 31, 2024
TERN Terns Pharmaceuticals, Inc. Common Stock 8.1% $16.3M 7.1M Morgan Stanley Mar 31, 2025
GOOS Canada Goose Holdings Inc. Subordinate Voting Shares 7.9% $50M 3.62M Morgan Stanley Sep 30, 2025
GLQ Clough Global Equity Fund Common Stock 7.9% $9.31M 1.48M Morgan Stanley Dec 31, 2024
APLS Apellis Pharmaceuticals, Inc. Common Stock 7.7% $180M 9.59M Morgan Stanley Dec 31, 2024
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest 7.7% $85.9M 7.33M Morgan Stanley Mar 31, 2025
DOYU DouYu International Holdings Ltd Ordinary Shares / American Depositary Shares 7.2% $16.2M 2.18M Morgan Stanley Sep 30, 2025
CACI CACI INTERNATIONAL INC /DE/ Common Stock 7.1% $774M -$132M 1.55M -14.6% Morgan Stanley Sep 30, 2025
IONQ IonQ, Inc. Common Stock 7.1% $619M 18.6M Morgan Stanley Jun 30, 2025
WEX WEX Inc. Common Stock 7.1% $322M 2.42M Morgan Stanley Mar 31, 2025
MUE BLACKROCK MUNIHOLDINGS QUALITY FUND II, INC. Common Shares 7.1% $14.8M 1.56M Morgan Stanley Dec 31, 2024
AMG AFFILIATED MANAGERS GROUP, INC. Common Stock 7% $473M 1.98M Morgan Stanley Sep 30, 2025
EVH Evolent Health, Inc. Class A Common Stock 7% $76.1M 8.21M Morgan Stanley Jun 30, 2025
ODD Oddity Tech Ltd Class A Ordinary Shares 6.9% $197M $46.4M 3.16M +30.8% Morgan Stanley Sep 30, 2025
GAXY GALAXY NEXT GENERATION, INC. Common Stock 6.9% $48.4K 4.84M Morgan Stanley Dec 31, 2024
TSHA Taysha Gene Therapies, Inc. Common Stock 6.7% $39.1M -$1.79M 16.9M -4.37% Morgan Stanley Jun 30, 2025
CEVA CEVA INC Common Stock 6.7% $35.7M 1.61M Morgan Stanley Jun 30, 2025
CCCC C4 Therapeutics, Inc. Common Stock 6.7% $7.32M $1.42M 4.75M +24.1% Morgan Stanley Jun 30, 2025
NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest 6.6% $30.2M 1.94M Morgan Stanley Jun 30, 2025
LSAK LESAKA TECHNOLOGIES INC Common Stock 6.6% $24.9M 5.21M Morgan Stanley Dec 31, 2024
NET Cloudflare, Inc. Class A Common Stock 6.5% $2.27B 20.2M Morgan Stanley Mar 31, 2025
CNM Core & Main, Inc. Class A Common Stock 6.5% $671M -$147M 12.5M -18% Morgan Stanley Sep 30, 2025
NPFD Nuveen Variable Rate Preferred & Income Fund Common Shares of Beneficial Interest 6.5% $29.7M $18.5M 1.57M +164% Morgan Stanley Jun 30, 2025
STOK Stoke Therapeutics, Inc. Common Stock 6.5% $24.1M 3.43M Morgan Stanley Dec 31, 2024
RGT ROYCE GLOBAL TRUST, INC. Common Stock 6.5% $4.77M 425K Morgan Stanley Jun 30, 2025
CSL CARLISLE COMPANIES INC Common Stock 6.4% $1.05B 2.78M Morgan Stanley Jun 30, 2025
NSIT INSIGHT ENTERPRISES INC Common Stock 6.4% $229M $43.5M 2.02M +23.5% Morgan Stanley Sep 30, 2025
PCOR PROCORE TECHNOLOGIES, INC. Common Stock 6.3% $692M 9.49M Morgan Stanley Sep 30, 2025
ARMK Aramark Common Stock 6.3% $512M 16.8M Morgan Stanley Mar 31, 2025
CRTO Criteo S.A. American Depository Shares / Ordinary Shares 6.3% $99.8M 3.34M Morgan Stanley Jun 30, 2025
ANAB ANAPTYSBIO, INC Common Stock 6.3% $37M 1.85M Morgan Stanley Jun 30, 2025
HFRO HIGHLAND OPPORTUNITIES & INCOME FUND Common Shares of Beneficial Interest 6.3% $17.8M $533K 3.48M +3.09% Morgan Stanley Jun 30, 2025
FTF FRANKLIN LTD DURATION INCOME TRUST Common Shares of Beneficial Interest 6.3% $16.3M 2.55M Morgan Stanley Mar 31, 2025
PSF Cohen & Steers Select Preferred & Income Fund, Inc. Common Stock 6.3% $14.1M 762K Morgan Stanley Mar 31, 2025
QXO QXO, Inc. Common Stock 6.2% $601M 41.6M Morgan Stanley Jun 30, 2025
COLM COLUMBIA SPORTSWEAR CO Common Stock 6.2% $178M 3.4M Morgan Stanley Sep 30, 2025
KRNT Kornit Digital Ltd. Ordinary Shares 6.2% $52.4M -$14.2M 2.8M -21.3% Morgan Stanley Mar 31, 2025
NVST Envista Holdings Corp Common Stock 6.1% $206M -$81.7M 10.1M -28.4% Morgan Stanley Sep 30, 2025
TYG TORTOISE ENERGY INFRASTRUCTURE CORP Common Stock 6.1% $41.8M $3.37M 1.05M +8.78% Morgan Stanley Jun 30, 2025
NML Neuberger Berman Energy Infrastructure & Income Fund Inc. Common Stock 6.1% $30.1M 3.46M Morgan Stanley Jun 30, 2025
PLRX PLIANT THERAPEUTICS, INC Common Stock 6.1% $5.16M 3.74M Morgan Stanley Jun 30, 2025
KEX KIRBY CORP Common Stock 6% $327M 3.39M Morgan Stanley Mar 31, 2025
SPHR Sphere Entertainment Co. Class A Common Stock 6% $109M $29.6M 1.75M +37.5% Morgan Stanley Sep 30, 2025
RMT ROYCE MICRO-CAP TRUST, INC. Common Stock 6% $26.1M 3.09M Morgan Stanley Mar 31, 2025
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock 6% $21.9M 919K Morgan Stanley Sep 30, 2025
USPH U S PHYSICAL THERAPY INC /NV Common Stock 5.9% $62.8M 890K Morgan Stanley Dec 31, 2024
OPPPRA RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.375% Series A Cumulative Perpetual Preferred Stock 5.9% $2.44M -$488K 142K -16.7% Morgan Stanley Sep 30, 2025
ZYME ZYMEWORKS INC Common Stock 5.8% $48.3M 4.06M Morgan Stanley Mar 31, 2025
SMLR Semler Scientific, Inc. Common Stock 5.8% $29M 791K Morgan Stanley Jun 30, 2025
TE T1 Energy Inc. Common Stock 5.8% $22.5M 10.3M Morgan Stanley Sep 30, 2025
HIO WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. Common Shares of Beneficial Interest 5.8% $20.3M 5.48M Morgan Stanley Dec 31, 2024
FDS FACTSET RESEARCH SYSTEMS INC Common Stock 5.7% $954M 2.17M Morgan Stanley Jun 30, 2025
LSTR LANDSTAR SYSTEM INC Common Stock 5.7% $242M 1.97M Morgan Stanley Sep 30, 2025
ASGI abrdn Global Infrastructure Income Fund Common Shares of Beneficial Interest 5.7% $28.5M $5.83M 1.64M +25.7% Morgan Stanley Mar 31, 2025
LNTH Lantheus Holdings, Inc. Common Stock 5.6% $194M 3.78M Morgan Stanley Sep 30, 2025
FUN Six Flags Entertainment Corporation/NEW Common Stock 5.6% $129M 5.7M Morgan Stanley Sep 30, 2025
TBBB BBB FOODS INC Class A Common Shares 5.6% $61.1M 2.18M Morgan Stanley Dec 31, 2024
SLQT SelectQuote, Inc. Common Stock 5.6% $27.1M 10.1M Morgan Stanley Jun 30, 2025
GLO Clough Global Opportunities Fund Common Shares of Beneficial Interest 5.6% $11.1M 2.41M Morgan Stanley Dec 31, 2024
RERE ATRenew Inc. Class A Ordinary Shares 5.6% $10.9M 4.89M Morgan Stanley Dec 31, 2024
TRMB TRIMBLE INC Common Stock 5.5% $922M 13.1M Morgan Stanley Jun 30, 2025
ROIV Roivant Sciences Ltd. Common Shares 5.5% $414M 37.6M Morgan Stanley Jun 30, 2025
ARRY Array Technologies, Inc. Common Stock 5.4% $67.1M 8.24M Morgan Stanley Sep 30, 2025
TPB Turning Point Brands, Inc Common Stock 5.4% $55.1M 952K Morgan Stanley Dec 31, 2024
NBXG Neuberger Berman Next Generation Connectivity Fund Inc. Shares of Common Stock 5.4% $50.9M 4.25M Morgan Stanley Mar 31, 2025
URGN UroGen Pharma Ltd. Ordinary Shares 5.4% $25.2M $17.6M 2.49M +231% Morgan Stanley Jun 30, 2025
MAPS WM TECHNOLOGY, INC. Class A Common Stock 5.4% $6.38M 5.65M Morgan Stanley Mar 31, 2025

Schedules 13D/G Reported by Morgan Stanley:

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