Morgan Stanley Schedule 13G passive stakes
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G, reporting beneficial ownership of 5.9% of Bloomia Holdings, Inc. common stock as of April 30, 2026.
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Vanguard Capital Management reports beneficial ownership of 5.65% of Morgan Stanley's common stock as of March 31, 2026.
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Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G amendment indicating they no longer beneficially own more than five percent of Tenax Therapeutics, Inc. common stock.
NYSE
Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, indicating their beneficial ownership of Nuveen S&P 500 BuyWrite Income Fund's common stock has fallen below 5%.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G, reporting beneficial ownership of 10.2% of Opendoor Technologies Inc. common stock as of March 31, 2026.
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Morgan Stanley and its subsidiary have disclosed a significant beneficial ownership stake of 7.1% in National Healthcare Corp common stock as of December 31, 2025.
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Morgan Stanley and its subsidiary have reported a reduction in their beneficial ownership of Peakstone Realty Trust common shares, falling below the 5% threshold.
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Morgan Stanley and its investment management arm have disclosed a 10.2% beneficial ownership stake in Oddity Tech Ltd's Class A Ordinary Shares.
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Morgan Stanley and its affiliate have reported reducing their beneficial ownership in TGE Value Creative Solutions Corp. to 0.1%.
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Morgan Stanley and its subsidiary have ceased to be beneficial owners of more than 5% of BlackRock MuniHoldings Quality Fund II, Inc. common shares.
NYSE
Morgan Stanley and its affiliates have disclosed a significant beneficial ownership stake of 10.2% in X4 Pharmaceuticals, Inc. common stock.
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Morgan Stanley and its subsidiary have reported ceasing beneficial ownership of over 5% of BlackRock Municipal Income Quality Trust's common stock.
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Morgan Stanley and its subsidiary have reported a beneficial ownership of 7.3% in TGE Value Creative Solutions Corp, holding 1.1 million units.
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Morgan Stanley has reduced its beneficial ownership in Klaviyo, Inc. Series A Common Stock to 4.1%, falling below the 5% reporting threshold.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a beneficial ownership of 12.6% in Bloomia Holdings, Inc. common stock.
NYSE
Morgan Stanley has filed an amended Schedule 13G, clarifying its beneficial ownership in SelectQuote, Inc. to 4.99% due to limitations on warrant exercise.
NYSE
Morgan Stanley and its subsidiary reported a 14.4% beneficial ownership of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.'s Series B Preferred Shares.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a 6.0% beneficial ownership stake in LENDWAY, INC., totaling 105,309 shares of common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a 6.1% beneficial ownership stake in Voya Emerging Markets High Dividend Equity Fund.
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Morgan Stanley and its investment management arm report an 8.3% beneficial ownership in Oddity Tech Ltd's Class A Ordinary Shares.
NYSE
Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have reported a 5.4% beneficial ownership stake in NYLI CBRE Global Infrastructure Megatrends Term Fund.
NYSE
SCHEDULE: Morgan Stanley Adjusts Cloudflare Stake
Morgan Stanley and its investment management arm disclose their beneficial ownership in Cloudflare, with the latter reducing its stake below 5%.
NYSE
Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have reported an 8.0% beneficial ownership stake in Nuveen Core Plus Impact Fund.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., reported a combined beneficial ownership of 13.7% in XOMA Royalty Corp common stock.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have reported a beneficial ownership of 9.4% in X4 Pharmaceuticals, Inc. common stock.
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Morgan Stanley reports 8.6% beneficial ownership in QXO, Inc.
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Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have reported a 6.0% beneficial ownership stake in PROKIDNEY CORP.'s Class A Common Stock as of December 31, 2025.
NYSE
Morgan Stanley and its investment management arm have reduced their beneficial ownership in IonQ, Inc. to below 5% of the common stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, reported beneficial ownership of 9.5% of Wolfspeed, Inc.'s common stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have reported beneficial ownership of 9.6% of Tenax Therapeutics, Inc.'s common stock.