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
KTCC KEY TRONIC CORP Common Stock 16% $4.45M 1.73M Morgan Stanley Dec 31, 2024
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
OPPPRB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.75% Series B Cumulative Preferred Shares 14.8% $6.98M -$721K 355K -9.36% Morgan Stanley Jun 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
ABUS Arbutus Biopharma Corp Common Shares 11.4% $67.6M 21.5M Morgan Stanley Dec 31, 2024
BWG BrandywineGLOBAL-Global Income Opportunities Fund Inc Common Stock 11.4% $14.5M 1.92M Morgan Stanley Mar 31, 2025
NCZ Virtus Convertible & Income Fund II Common Shares 11.3% $26.3M 2.16M Morgan Stanley Jun 30, 2025
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
AUR Aurora Innovation, Inc. Class A Common Stock 10.1% $871M $109M 141M +14.3% Morgan Stanley Mar 31, 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
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
NPCE NeuroPace Inc Common Stock 8.3% $30.6M 2.49M Morgan Stanley Dec 31, 2024
NVST Envista Holdings Corp Common Stock 8.2% $219M 14.1M 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
CACI CACI INTERNATIONAL INC /DE/ Common Stock 8.1% $749M 1.82M Morgan Stanley Mar 31, 2025
TERN Terns Pharmaceuticals, Inc. Common Stock 8.1% $16.3M 7.1M Morgan Stanley Mar 31, 2025
CNM Core & Main, Inc. Class A Common Stock 8% $810M $281M 15.2M +53.2% Morgan Stanley Jun 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
GUG Guggenheim Active Allocation Fund Common Shares 7.3% $34.9M 2.41M Morgan Stanley Dec 31, 2024
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
OPPPRA RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 4.375% Series A Cumulative Perpetual Preferred Stock 7.1% $3.01M 171K Morgan Stanley Mar 31, 2025
EVH Evolent Health, Inc. Class A Common Stock 7% $76.1M 8.21M Morgan Stanley Jun 30, 2025
NCZPRA Virtus Convertible & Income Fund II 5.50% Series A Cumulative Preferred Shares 6.9% $6.3M 302K Morgan Stanley Jun 30, 2025
GAXY GALAXY NEXT GENERATION, INC. Common Stock 6.9% $48.4K 4.84M Morgan Stanley Dec 31, 2024
BBNX Beta Bionics, Inc. Common Stock 6.8% $43.7M 2.93M Morgan Stanley Jun 30, 2025
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
EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock 6.5% $50M 1.18M Morgan Stanley Dec 31, 2024
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
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
ASA ASA Gold & Precious Metals Ltd Common Shares 6.3% $34.6M 1.2M 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
WTM WHITE MOUNTAINS INSURANCE GROUP LTD Common Stock 6.2% $286M 159K Morgan Stanley Jun 30, 2025
KRNT Kornit Digital Ltd. Ordinary Shares 6.2% $52.4M -$14.2M 2.8M -21.3% Morgan Stanley Mar 31, 2025
PRAX Praxis Precision Medicines, Inc. Common Stock 6.2% $33.1M 1.16M Morgan Stanley Dec 31, 2024
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
NXDTPRA NEXPOINT DIVERSIFIED REAL ESTATE TRUST 5.50% Series A Cumulative Preferred Shares 6.1% $2.84M 205K Morgan Stanley Jun 30, 2025
KEX KIRBY CORP Common Stock 6% $327M 3.39M Morgan Stanley Mar 31, 2025
RMT ROYCE MICRO-CAP TRUST, INC. Common Stock 6% $26.1M 3.09M Morgan Stanley Mar 31, 2025
USPH U S PHYSICAL THERAPY INC /NV Common Stock 5.9% $62.8M 890K Morgan Stanley Dec 31, 2024
COUR Coursera, Inc. Common Stock 5.9% $62.2M 9.35M Morgan Stanley Dec 31, 2024
RDWR RADWARE LTD Ordinary Shares 5.9% $48.2M 2.48M Morgan Stanley Dec 31, 2024
JKHY JACK HENRY & ASSOCIATES INC Common Stock 5.8% $733M 4.25M Morgan Stanley Dec 31, 2024
SPT Sprout Social, Inc. Class A Common Stock 5.8% $63.7M 3.03M Morgan Stanley Jun 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
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
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
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
ODD Oddity Tech Ltd Class A Ordinary Shares 5.5% $101M 2.42M Morgan Stanley Mar 31, 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
MAGN Magnera Corp Common Stock 5.4% $29.2M 1.94M Morgan Stanley Jun 30, 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
AXGN Axogen, Inc. Common Stock 5.3% $37.8M 2.33M Morgan Stanley Dec 31, 2024
EMD WESTERN ASSET EMERGING MARKETS DEBT FUND INC. Common Stock 5.3% $28M 3.1M Morgan Stanley Dec 31, 2024
NCA NUVEEN CALIFORNIA MUNICIPAL VALUE FUND Common Shares of Beneficial Interest 5.2% $14.5M 1.73M Morgan Stanley Mar 31, 2025
IOT Samsara Inc. Class A Common Stock 5.1% $666M $193M 15.3M +40.6% Morgan Stanley Jun 30, 2025
GLBE Global-E Online Ltd. Ordinary Shares 5.1% $330M 8.71M Morgan Stanley Jun 30, 2025
BE Bloom Energy Corp Class A Common Stock 5.1% $229M 11.9M Morgan Stanley Jun 30, 2025
NSIT INSIGHT ENTERPRISES INC Common Stock 5.1% $217M 1.63M Morgan Stanley Jun 30, 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.