Morgan Stanley Schedule 13G passive stakes
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Morgan Stanley and Parametric Portfolio Associates LLC report an 8.5% stake in Western Asset Inflation-Linked Opportunities & Income Fund as of June 30, 2025.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a beneficial ownership of 8.5% in First Trust Enhanced Equity Income Fund.
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Morgan Stanley and its subsidiary, Morgan Stanley & Co. LLC, have disclosed a 7.1% beneficial ownership stake in BiomX Inc. as of June 30, 2025.
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Morgan Stanley has reduced its beneficial ownership in Theratechnologies Inc. to 1.9%, falling below the 5% reporting threshold.
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Morgan Stanley has reported a 5.6% beneficial ownership stake in SelectQuote, Inc.'s common stock, held for passive investment purposes.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., reported increased beneficial ownership in Royalty Pharma plc, now holding 9.2% and 8.5% respectively.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have reported an aggregate beneficial ownership of 8.0% in Core & Main, Inc.'s Class A Common Stock.
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Morgan Stanley has reduced its beneficial ownership in Fortrea Holdings Inc. to 2.3% of common stock, falling below the 5% reporting threshold.
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Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC reported a combined beneficial ownership of 6.3% in ASA Gold & Precious Metals Ltd common shares.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a 6.1% beneficial ownership stake in NexPoint Diversified Real Estate Trust's 5.50% Series A Cumulative Preferred Shares.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have reported a combined beneficial ownership of 17.2% in LandBridge Co LLC's Class A Shares.
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Morgan Stanley has reduced its beneficial ownership in Integra LifeSciences Holdings Corp. to 4.3%, falling below the 5% threshold.
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Morgan Stanley has reported a 5.5% beneficial ownership stake in Trimble Inc. common stock as of June 30, 2025.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, reported a 6.1% beneficial ownership stake in Tortoise Energy Infrastructure Corp. common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have disclosed beneficial ownership of 6.3% of AnaptysBio, Inc.'s common stock.
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Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have disclosed a 6.5% beneficial ownership stake in Nuveen Variable Rate Preferred & Income Fund.
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Morgan Stanley has reported a reduction in its beneficial ownership of Golar LNG Ltd. common shares to 2.4%, falling below the 5% threshold.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed a 5.1% beneficial ownership stake in Global-E Online Ltd. as of June 30, 2025.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G disclosing a combined 12.7% passive beneficial ownership stake in XOMA Royalty Corp.'s common stock.
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SCHEDULE 13G/A: Morgan Stanley Divests Significant Stake in Concord Acquisition Corp II, Ownership Falls Below 5%
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported ceasing to be beneficial owners of more than five percent of Concord Acquisition Corp II's Class A Common Stock.
NYSE
Morgan Stanley has filed an amended Schedule 13G, disclosing that it is no longer a beneficial owner of more than five percent of 2seventy bio, Inc.'s common stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a beneficial ownership of 8.2% in RiverNorth Opportunities Fund, Inc., totaling 1,768,520 common shares, held in the ordinary course of business.
NYSE
SCHEDULE 13G/A: Morgan Stanley Discloses 16.3% Stake in RiverNorth/DoubleLine Strategic Opportunity Fund Preferred Shares
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amendment to their Schedule 13G, confirming beneficial ownership of 16.3% of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.'s 4.75% Series B Cumulative Preferred Shares.
NYSE
SCHEDULE 13G: Morgan Stanley Discloses 7.1% Stake in RiverNorth/DoubleLine Strategic Opportunity Fund Preferred Stock
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a 7.1% beneficial ownership stake in RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.'s 4.375% Series A Cumulative Perpetual Preferred Stock.
NYSE
SCHEDULE 13G/A: Morgan Stanley Discloses Significant Stake in Pulmonx Corp, Holding 8.5% of Common Stock
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed an amended Schedule 13G, revealing beneficial ownership of 8.5% of Pulmonx Corp's common stock as of March 31, 2025.
NYSE
SCHEDULE 13G/A: Morgan Stanley Amends Zymeworks Stake, Subsidiary Drops Below 5% Ownership Threshold
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed an amended Schedule 13G, disclosing their beneficial ownership in Zymeworks Inc., with Morgan Stanley Capital Services LLC's stake falling below the 5% reporting threshold.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed a significant passive beneficial ownership stake of 9.3% in XOMA Royalty Corp.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have disclosed beneficial ownership of 8.1% of Terns Pharmaceuticals, Inc.'s common stock as of March 31, 2025.
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Morgan Stanley has filed an amended Schedule 13G, indicating it has ceased to be a beneficial owner of more than five percent of Tarsus Pharmaceuticals, Inc.'s common stock as of March 31, 2025.
NYSE
SCHEDULE 13G/A: Morgan Stanley Reduces Stake in Syndax Pharmaceuticals Below 5%
Morgan Stanley and its subsidiary, Morgan Stanley & Co. LLC, have filed an amended Schedule 13G indicating they are no longer beneficial owners of more than five percent of Syndax Pharmaceuticals Inc.'s common stock.