MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SMALL MID CAP EQ
Total 13F shares
8,502,730
Share change
+8,502,709
Total reported value
$398,585,186
Price per share
$46.88
Number of holders
12
Value change
+$398,584,118
Number of buys
12
Number of sells
1

Institutional Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q4 2024

As of 31 Dec 2024, MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,502,730 shares. The largest 10 holders included MORGAN STANLEY, CITADEL ADVISORS LLC, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, OARSMAN CAPITAL, INC., JPMORGAN CHASE & CO, Global Retirement Partners, LLC, IFP Advisors, Inc, and BARTLETT & CO. WEALTH MANAGEMENT LLC. This page lists 12 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.