Morgan Stanley Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G amendment indicating their beneficial ownership of Wolfspeed, Inc. common stock has fallen below the 5% reporting threshold.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G, disclosing beneficial ownership of 5.2% of Voya Asia Pacific High Dividend Equity Income Fund's common shares.
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Morgan Stanley and its subsidiary report beneficial ownership of 8.0% of Virtus Convertible & Income Fund II's 5.50% Series A Cumulative Preferred Shares.
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Morgan Stanley has disclosed beneficial ownership of 6.1% of Terawulf Inc.'s common stock as of June 30, 2026.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed an amended Schedule 13G, reporting a combined beneficial ownership of 5.1% in Taysha Gene Therapies, Inc.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G, reporting beneficial ownership of Sable Offshore Corp. common stock.
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Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed an amendment to Schedule 13G, indicating their beneficial ownership of Royce Micro-Cap Trust, Inc. common stock has fallen below the 5% threshold.
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SCHEDULE: Morgan Stanley Discloses Pulmonx Stake
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G detailing their beneficial ownership of Pulmonx Corp. common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amendment to their Schedule 13G, reporting a beneficial ownership of 6.2% in NYLI CBRE Global Infrastructure Megatrends Term Fund.
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Morgan Stanley has disclosed beneficial ownership of 5.9% of iQIYI, Inc.'s Class A Ordinary Shares/ADS as of June 30, 2026.
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Morgan Stanley and its subsidiary report a combined beneficial ownership of 12.8% in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust.
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Morgan Stanley has filed a Schedule 13G amendment, reporting a beneficial ownership of Embraer S.A. common stock below the 5% threshold as of June 30, 2026.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed an amendment to their Schedule 13G, reporting a beneficial ownership of Cryoport, Inc. common stock below the 5% threshold.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G, reporting beneficial ownership of Cohen & Steers Quality Income Realty Fund Inc. common stock.
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Morgan Stanley has reported a beneficial ownership of 6.3% in Cipher Digital Inc. as of June 30, 2026, holding 26,279,615 shares.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported beneficial ownership of 5.7% of Blackstone Strategic Credit 2027 Term Fund's common shares.
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Morgan Stanley has reported a decrease in its beneficial ownership of Bed Bath & Beyond, Inc. common stock to 5.4%.
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Morgan Stanley has reported a decrease in its beneficial ownership of BBB Foods Inc. Class A Common Shares to below the 5% threshold.
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Morgan Stanley reports a change in its beneficial ownership of AMN Healthcare Services, Inc. common stock, now holding 5.4% of the class.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G indicating beneficial ownership of 7.3% of Aberdeen Multi-Market Income Fund's common shares.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have reported beneficial ownership of 8.8% of Zepp Health Corp's Class A Ordinary Shares/ADRs.
NYSE
SCHEDULE: Morgan Stanley Reports Criteo Stake
Morgan Stanley and its subsidiary have filed an updated Schedule 13G, reporting their beneficial ownership of Criteo S.A. ordinary shares and American Depository Shares.
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Morgan Stanley has filed an amendment to its Schedule 13G, reporting a decrease in its beneficial ownership of TKO Group Holdings, Inc. Class A Common Stock to below the 5% threshold.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their Schedule 13G filing to reflect their beneficial ownership of Roivant Sciences Ltd. common shares.
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SCHEDULE: Morgan Stanley Reports Opendoor Stake
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G, reporting their beneficial ownership of Opendoor Technologies Inc. common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G detailing their beneficial ownership of Oddity Tech Ltd's Class A Ordinary Shares.
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SCHEDULE: Morgan Stanley Adjusts IonQ Stake
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their beneficial ownership filings for IonQ, Inc., reporting a combined stake of 5.6% as of June 30, 2026.
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SCHEDULE: Morgan Stanley Reports Digimarc Stake
Morgan Stanley and its affiliate have updated their beneficial ownership filing for Digimarc Corp., reporting a combined stake of 9.0%.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G detailing their beneficial ownership of Aurora Innovation, Inc. Class A Common Stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have reported beneficial ownership of 8.8% of Zepp Health Corp's Class A Ordinary Shares/ADRs.