Morgan Stanley Schedule 13G passive stakes
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed beneficial ownership of 6.0% of Royce Micro-Cap Trust, Inc.'s common stock, held in the ordinary course of business.
NYSE
SCHEDULE 13G/A: Morgan Stanley and Parametric Portfolio Associates Disclose 7.7% Stake in Virtus Dividend, Interest & Premium Strategy Fund
Morgan Stanley and its wholly-owned subsidiary, Parametric Portfolio Associates LLC, have jointly disclosed a beneficial ownership of 7.7% in Virtus Dividend, Interest & Premium Strategy Fund as of March 31, 2025.
NYSE
Morgan Stanley Capital Services LLC has reported ceasing to be a beneficial owner of more than 5% of WM Technology, Inc.'s Class A Common Stock, while Morgan Stanley's aggregate beneficial ownership remains at 5.4%.
NYSE
SCHEDULE 13G/A: Morgan Stanley Reduces Stake in Samsara Inc. Below 5% Threshold
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G indicating they are no longer beneficial owners of more than five percent of Samsara Inc.'s Class A Common Stock.
NYSE
Morgan Stanley and its subsidiary, Atlanta Capital Management Company, LLC, have filed an amended Schedule 13G, revealing beneficial ownership of 7.1% and 6.5% respectively, in WEX Inc.'s common stock as of March 31, 2025.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a combined beneficial ownership of 14.4% in Western Asset Premier Bond Fund, totaling 1,703,059 common shares of beneficial interest.
NYSE
Morgan Stanley and its affiliates have filed an amendment to their Schedule 13G for Kinetik Holdings Inc., clarifying that certain 'Paired Interests' do not confer beneficial ownership of Class A Common Stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a passive beneficial ownership of 5.2% in Nuveen California Municipal Value Fund, totaling 1,727,764 common shares.
NYSE
SCHEDULE 13G/A: Morgan Stanley Discloses 6.2% Stake in Kornit Digital Ltd., Subsidiary's Ownership Drops Below 5%
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed an amended Schedule 13G disclosing their beneficial ownership in Kornit Digital Ltd., with Morgan Stanley holding 6.2% and its subsidiary's stake falling below the 5% threshold.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed a 5.5% beneficial ownership stake in Oddity Tech Ltd.'s Class A Ordinary Shares.
NYSE
SCHEDULE 13G/A: Morgan Stanley and Parametric Portfolio Associates Disclose 9.0% Stake in Nuveen Core Plus Impact Fund
Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have filed an amended Schedule 13G, disclosing a combined beneficial ownership of 9.0% in Nuveen Core Plus Impact Fund.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have jointly disclosed a beneficial ownership of 5.1% in the Common Shares of Beneficial Interest of Nuveen California AMT-Free Quality Municipal Income Fund.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G disclosing a 7.4% beneficial ownership stake in Grove Collaborative Holdings, Inc.'s Class A Common Stock.
NYSE
SCHEDULE 13G: Morgan Stanley Discloses 5.4% Passive Stake in Neuberger Berman Next Generation Connectivity Fund
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a passive beneficial ownership of 5.4% in Neuberger Berman Next Generation Connectivity Fund Inc. as of March 31, 2025.
NYSE
SCHEDULE 13G: Morgan Stanley and Parametric Portfolio Associates Disclose 6.3% Stake in Franklin Ltd Duration Income Trust
Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have jointly disclosed a beneficial ownership of 6.3% in Franklin Ltd Duration Income Trust, totaling 2,553,018 common shares.
NYSE
SCHEDULE 13G: Morgan Stanley Discloses 5.4% Passive Stake in Neuberger Berman Next Generation Connectivity Fund
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a passive beneficial ownership of 5.4% in Neuberger Berman Next Generation Connectivity Fund Inc. as of March 31, 2025.
NYSE
Morgan Stanley has disclosed a 5.6% beneficial ownership stake in Fortrea Holdings Inc., holding over 5 million shares of common stock as of March 31, 2025.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G, reporting a combined beneficial ownership of 14.2% of LandBridge Co LLC's Class A Shares as of March 31, 2025.
NYSE
Morgan Stanley has filed an amended Schedule 13G, indicating its beneficial ownership in Dorman Products, Inc. has fallen below the 5% reporting threshold as of March 31, 2025.
NYSE
SCHEDULE 13G/A: Morgan Stanley Reduces Stake in Indivior PLC Below 5% Threshold
Morgan Stanley and its subsidiary, Morgan Stanley & Co. International plc, have filed an amended Schedule 13G indicating they are no longer beneficial owners of more than five percent of Indivior PLC's Ordinary Shares.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed a 7.8% beneficial ownership stake in PROKIDNEY CORP. as of March 31, 2025, according to an amended Schedule 13G filing.
NYSE
SCHEDULE 13G: Morgan Stanley Discloses 5% Passive Stake in NYLI CBRE Global Infrastructure Megatrends Term Fund
Morgan Stanley has filed a Schedule 13G, reporting a 5.0% beneficial ownership stake in NYLI CBRE Global Infrastructure Megatrends Term Fund, held for passive investment purposes.
NYSE
Morgan Stanley and its wholly-owned subsidiary, Atlanta Capital Management Company, LLC, have jointly filed a Schedule 13G disclosing beneficial ownership exceeding 5% in Kirby Corp's common stock.
NYSE
SCHEDULE 13G/A: Morgan Stanley and Parametric Portfolio Associates Reduce Stake in PGIM Global High Yield Fund Below 5%
Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have filed an amended Schedule 13G indicating their beneficial ownership in PGIM Global High Yield Fund, Inc. has fallen below the 5% threshold.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a passive beneficial ownership of 5.2% in Highland Opportunities & Income Fund as of March 31, 2025.
NYSE
Morgan Stanley has filed a Schedule 13G, revealing a beneficial ownership of 5.2% of Core & Main, Inc.'s Class A Common Stock as of March 31, 2025.
NYSE
Morgan Stanley has filed an amended Schedule 13G, indicating its beneficial ownership in Community Health Systems Inc. has fallen to 2.0%, below the 5% reporting threshold.
NYSE
SCHEDULE 13G/A: Morgan Stanley Discloses 6.3% Passive Stake in Cohen & Steers Select Preferred & Income Fund
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G, reporting a passive beneficial ownership of 6.3% in Cohen & Steers Select Preferred & Income Fund, Inc.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G, revealing beneficial ownership of 6.5% and 6.2% respectively, in Cloudflare, Inc.'s Class A Common Stock as of March 31, 2025.
NYSE
Morgan Stanley, along with its subsidiaries Atlanta Capital Management Company, LLC and Eaton Vance Atlanta Capital SMID-Cap Fund, has disclosed beneficial ownership of 8.1% of CACI International Inc.'s common stock as of March 31, 2025.