Morgan Stanley Schedule 13G passive stakes

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have reported a 5.5% beneficial ownership stake in Invesco California Value Municipal Income Trust.

Morgan Stanley has reported a 5.0% beneficial ownership stake in JBG SMITH Properties, holding 2,983,482 common shares.

Morgan Stanley and its subsidiary, Morgan Stanley & Co. International plc, reported a combined beneficial ownership of 8.5% in Criteo S.A. as of December 31, 2025.

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have disclosed a 5.1% beneficial ownership stake in Highland Opportunities & Income Fund.

Morgan Stanley has reported a 5.4% beneficial ownership stake in Fastly, Inc.'s Class A Common Stock, held as a parent holding company.

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G, reporting a combined beneficial ownership of 8.6% in Gabelli Dividend & Income Trust as of December 31, 2025.

Morgan Stanley has reported a 5.3% beneficial ownership stake in Dine Brands Global, Inc., as detailed in a recent Schedule 13G filing.

Morgan Stanley has reported a 5.6% beneficial ownership stake in Avis Budget Group, Inc., as detailed in a recent Schedule 13G filing.

Morgan Stanley and its subsidiary have reported a 7.6% beneficial ownership in First Trust High Yield Opportunities 2027 Term Fund as of December 31, 2025.

Morgan Stanley has disclosed a reduction in its beneficial ownership of Array Technologies common stock, falling below the 5% threshold.

Morgan Stanley has reported reducing its beneficial ownership in FactSet Research Systems Inc. to 2.5%, falling below the 5% threshold.

Morgan Stanley and its subsidiary report a combined beneficial ownership of 7.2% in ClearBridge Energy Midstream Opportunity Fund Inc.

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, reported a combined beneficial ownership of 9.8% in BlackRock Enhanced International Dividend Trust common stock.

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, updated their beneficial ownership in ASA Gold & Precious Metals Ltd, reporting a combined 6.7% stake.

Morgan Stanley discloses a 6.1% beneficial ownership stake in AptarGroup Inc., holding over 4 million shares.

Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have reduced their beneficial ownership in First Trust Senior Floating Rate Income Fund II to 4.1%.

Morgan Stanley and its subsidiary, Atlanta Capital Management, have each reported reducing their beneficial ownership in Teleflex Inc. to below the 5% threshold.

Morgan Stanley and its subsidiary, Atlanta Capital Management, have reported beneficial ownership of 8.1% and 7.6% respectively in Insight Enterprises Inc. common stock.

Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed an aggregate beneficial ownership of 8.0% in Roivant Sciences Ltd. common shares.

Morgan Stanley and its affiliates have reported a significant beneficial ownership stake of 10.2% in Dolby Laboratories, Inc. Class A Common Stock.

Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., reported a combined beneficial ownership of 9.0% in Aurora Innovation, Inc.'s Class A Common Stock as of December 31, 2025.

Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have disclosed an 8.3% beneficial ownership stake in LandBridge Co LLC Class A Shares.

Morgan Stanley has filed an amendment indicating its beneficial ownership in Ventyx Biosciences, Inc. has fallen below the 5% reporting threshold.

Morgan Stanley has reported a 6.0% beneficial ownership stake in Ventyx Biosciences, Inc. as of December 31, 2025.

Morgan Stanley has disclosed an increased beneficial ownership of 10.5% in Klaviyo, Inc.'s Series A Common Stock, holding over 14.5 million shares.

Morgan Stanley and its affiliates have reported that their beneficial ownership in Canada Goose Holdings Inc. subordinate voting shares has fallen below the 5% threshold.

Morgan Stanley has reported a reduction in its beneficial ownership of Pliant Therapeutics, Inc. common stock to below 5%.

Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G indicating their beneficial ownership of Evoke Pharma Inc. common stock has fallen below the 5% threshold.

Morgan Stanley has reported reducing its beneficial ownership in Aris Water Solutions, Inc. Class A Common Stock to 0.2%.

Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, have disclosed a combined beneficial ownership of 9.7% in Western Asset Emerging Markets Debt Fund Inc. as of September 30, 2025.