Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Taysha Gene Therapies, Inc.
13G
TSHA · 877619106
|
8.6% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Capital Services LLC | 7.0% | ||||
|
Sage Therapeutics, Inc.
13G
SAGE · 78667J108
|
7.4% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.4% | ||||
| Morgan Stanley & Co. LLC | 5.5% | ||||
|
Brookfield Real Assets Income Fund Inc.
13G/A
Amendment 1
RA · 112830104
|
4.4% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.4% | ||||
| Morgan Stanley Smith Barney LLC | 4.4% | ||||
|
Western Asset Premier Bond Fund
13G/A
Amendment 3
WEA · 957664105
|
13.0% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 13.0% | ||||
| Morgan Stanley Smith Barney LLC | 13.0% | ||||
|
Praxis Precision Medicines, Inc.
13G
PRAX · 74006W207
|
6.2% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.2% | ||||
| Morgan Stanley Capital Services LLC | 5.6% | ||||
|
UroGen Pharma Ltd.
13G/A
Amendment 1
URGN · M96088105
|
1.8% |
2/5/2025
Event 12/31/2024
|
|||
|
Galaxy Next Generation, Inc.
13G
GAXYQ · 36320A203
|
6.9% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.9% | ||||
| Morgan Stanley Smith Barney LLC | 6.9% | ||||
|
Tortoise Energy Infrastructure Corp
13G/A
Amendment 1
TYG · 89147L886
|
8.9% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.9% | ||||
| Morgan Stanley Smith Barney LLC | 8.9% | ||||
|
Syndax Pharmaceuticals Inc
13G
SNDX · 87164F105
|
6.3% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.3% | ||||
| Morgan Stanley & Co. LLC | 5.9% | ||||
|
ATRenew Inc.
13G
RERE · 00138L108
|
5.6% |
2/5/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.6% | ||||
| Morgan Stanley Capital Services LLC | 5.6% | ||||
|
RCM Technologies Inc
13G/A
Amendment 1
RCMT · 749360400
|
3.0% |
2/5/2025
Event 12/31/2024
|
|||
|
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
13G/A
Amendment 2
OPP · 76882G107
|
8.7% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.7% | ||||
| Parametric Portfolio Associates LLC | 8.7% | ||||
|
Nuveen Variable Rate Preferred & Income Fund
13G/A
Amendment 2
NPFD · 67080R102
|
2.5% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 2.5% | ||||
| Morgan Stanley Smith Barney LLC | 2.5% | ||||
|
Marinus Pharmaceuticals, Inc.
13G
MRNS · 56854Q200
|
6.0% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.0% | ||||
| Morgan Stanley & Co. LLC | 6.0% | ||||
|
Key Tronic Corp
13G/A
Amendment 10
KTCC · 493144109
|
16.0% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 16.0% | ||||
| Morgan Stanley Smith Barney LLC | 16.0% | ||||
|
Nuveen Real Asset Income & Growth Fund
13G/A
Amendment 3
JRI · 67074Y105
|
4.9% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.9% | ||||
| Parametric Portfolio Associates LLC | 4.9% | ||||
|
Guggenheim Active Allocation Fund
13G/A
Amendment 2
GUG · 40170T106
|
7.3% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.3% | ||||
| Morgan Stanley Smith Barney LLC | 7.3% | ||||
|
Clough Global Equity Fund
13G/A
Amendment 3
GLQ · 18914C100
|
7.9% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.9% | ||||
| Morgan Stanley Smith Barney LLC | 7.9% | ||||
|
Kornit Digital Ltd.
13G/A
Amendment 2
KRNT · M6372Q113
|
7.5% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.5% | ||||
| Morgan Stanley Capital Services LLC | 6.2% | ||||
|
Nuveen Core Plus Impact Fund
13G/A
Amendment 1
NPCT · 67080D103
|
7.3% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.3% | ||||
| Parametric Portfolio Associates LLC | 7.3% | ||||
|
NeuroPace Inc
13G/A
Amendment 2
NPCE · 641288105
|
8.3% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.3% | ||||
| Morgan Stanley Capital Services LLC | 8.2% | ||||
|
Nuveen Variable Rate Preferred & Income Fund
13G
NPFD · 67080R102
|
5.0% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.0% | ||||
| Parametric Portfolio Associates LLC | 5.0% | ||||
|
Blackrock Muniholdings Quality Fund II, Inc.
13G/A
Amendment 5
MUE · 09254C107
|
7.1% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.1% | ||||
| Morgan Stanley Smith Barney LLC | 7.1% | ||||
|
Samsara Inc.
13G/A
Amendment 5
IOT · 79589L106
|
7.6% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.6% | ||||
| Morgan Stanley Investment Management Inc. | 7.6% | ||||
|
Pulmonx Corp
13G/A
Amendment 3
LUNG · 745848101
|
7.5% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.5% | ||||
| Morgan Stanley Capital Services LLC | 6.2% | ||||
|
Western Asset High Income Opportunity Fund Inc.
13G
HIO · 95766K109
|
5.8% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.8% | ||||
| Morgan Stanley Smith Barney LLC | 5.8% | ||||
|
Lesaka Technologies Inc
13G/A
Amendment 3
LSAK · 64107N206
|
6.6% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.6% | ||||
| Morgan Stanley Capital Services LLC | 6.4% | ||||
|
Clough Global Opportunities Fund
13G/A
Amendment 2
GLO · 18914E106
|
5.6% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.6% | ||||
| Morgan Stanley Smith Barney LLC | 5.6% | ||||
|
Jack Henry & Associates Inc
13G
JKHY · 426281101
|
5.8% |
2/4/2025
Event 12/31/2024
|
|||
|
E2open Parent Holdings, Inc.
13G/A
Amendment 3
ETWO · 29788T103
|
2.4% |
2/4/2025
Event 12/31/2024
|
|||
|
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
13G/A
Amendment 1
GBAB · 401664107
|
9.6% |
2/4/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 9.6% | ||||
| Morgan Stanley Smith Barney LLC | 9.6% | ||||
|
Treace Medical Concepts, Inc.
13G/A
Amendment 1
TMCI · 89455T109
|
3.4% |
2/3/2025
Event 12/31/2024
|
|||
|
Stoke Therapeutics, Inc.
13G/A
Amendment 2
STOK · 86150R107
|
6.5% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.5% | ||||
| Morgan Stanley Capital Services LLC | 5.4% | ||||
|
Radware Ltd
13G/A
Amendment 2
RDWR · M81873107
|
5.9%
Checked 5% or less
|
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.9% | ||||
| Morgan Stanley Capital Services LLC | 4.8% | ||||
|
Western Asset Emerging Markets Debt Fund Inc.
13G/A
Amendment 3
EMD · 95766A101
|
5.3% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.3% | ||||
| Morgan Stanley Smith Barney LLC | 5.3% | ||||
|
Community Health Systems Inc
13G
CYH · 203668108
|
6.2% |
2/3/2025
Event 12/31/2024
|
|||
|
Beyond, Inc.
13G
NXH · 690370101
|
6.1% |
2/3/2025
Event 12/31/2024
|
|||
|
Axogen, Inc.
13G/A
Amendment 1
AXGN · 05463X106
|
5.3%
Checked 5% or less
|
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.3% | ||||
| Morgan Stanley Capital Services LLC | 3.6% | ||||
|
Applied Therapeutics, Inc.
13G/A
Amendment 1
APLT · 03828A101
|
7.6% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.6% | ||||
| Morgan Stanley Capital Services LLC | 7.3% | ||||
|
Arbutus Biopharma Corp
13G/A
Amendment 1
ABUS · 03879J100
|
11.4% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 11.4% | ||||
| Morgan Stanley Investment Management Inc. | 11.2% | ||||
|
Turning Point Brands, Inc
13G/A
Amendment 2
TPB · 90041L105
|
5.4% |
2/3/2025
Event 12/31/2024
|
|||
|
BBB Foods Inc
13G/A
Amendment 1
TBBB · G0896C103
|
5.6%
Checked 5% or less
|
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.6% | ||||
| Morgan Stanley Capital Services LLC | 4.3% | ||||
|
ClearBridge Energy Midstream Opportunity Fund Inc.
13G/A
Amendment 1
EMO · 18469P209
|
6.5% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.5% | ||||
| Morgan Stanley Smith Barney LLC | 6.5% | ||||
|
DoorDash, Inc.
13G/A
Amendment 3
DASH · 25809K105
|
4.8% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.8% | ||||
| Morgan Stanley Investment Management Inc. | 4.6% | ||||
|
C4 Therapeutics, Inc.
13G
CCCC · 12529R107
|
5.4% |
2/3/2025
Event 12/31/2024
|
|||
|
BlackRock Enhanced International Dividend Trust
13G/A
Amendment 12
BGY · 092524107
|
8.6% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Smith Barney LLC | 8.6% | ||||
|
abrdn Global Infrastructure Income Fund
13G/A
Amendment 1
ASGI · 00326W106
|
4.5% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.5% | ||||
| Morgan Stanley Smith Barney LLC | 4.5% | ||||
|
abrdn Global Infrastructure Income Fund
13G/A
Amendment 1
ASGI · 00326W106
|
4.5% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.5% | ||||
| Morgan Stanley Smith Barney LLC | 4.5% | ||||
|
Affirm Holdings, Inc.
13G/A
Amendment 3
AFRM · 00827B106
|
8.1% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 8.1% | ||||
| Morgan Stanley Investment Management Inc. | 7.7% | ||||
|
PGIM Short Duration High Yield Opportunities Fund
13G/A
Amendment 5
SDHY · 69355J104
|
4.7% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 4.7% | ||||
| Morgan Stanley Smith Barney LLC | 4.7% | ||||
|
Playa Hotels & Resorts N.V.
13G/A
Amendment 5
PLYA · N70544106
|
6.7% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 6.7% | ||||
| Morgan Stanley Capital Services LLC | 5.3% | ||||
|
Allspring Income Opportunities Fund
13G
EAD · 94987B105
|
5.1% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 5.1% | ||||
| Parametric Portfolio Associates LLC | 5.1% | ||||
|
Coursera, Inc.
13G
COUR · 22266M104
|
5.9% |
2/3/2025
Event 12/31/2024
|
|||
|
BlackRock 2037 Municipal Target Term Trust
13G/A
Amendment 2
BMN · 09262G108
|
11.8% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 11.8% | ||||
| Morgan Stanley Smith Barney LLC | 11.8% | ||||
|
Aurora Innovation, Inc.
13G/A
Amendment 1
AUR · 051774107
|
9.1% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 9.1% | ||||
| Morgan Stanley Investment Management Inc. | 9.0% | ||||
|
Apellis Pharmaceuticals, Inc.
13G
APLS · 03753U106
|
7.7% |
2/3/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 7.7% | ||||
| Morgan Stanley Capital Services LLC | 6.3% | ||||
|
Tortoise Midstream Energy Fund, Inc.
13G/A
Amendment 1
NTG · 89148B200
|
0% |
1/8/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
Invesco High Income 2024 Target Term Fund
13G/A
Amendment 9
IHTA · 46136K105
|
0% |
1/8/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
Bitfufu Inc.
13G/A
Amendment 1
FUFU · G1152A104
|
0% |
1/8/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
BILL Holdings, Inc.
13G/A
Amendment 5
BILL · 090043100
|
1.9% |
1/8/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 1.9% | ||||
| Morgan Stanley Investment Management Inc | 1.6% | ||||
|
Angel Oak Financial Strategies Income Term Trust
13G/A
Amendment 5
FINS · 03464A100
|
3.5% |
1/7/2025
Event 1/7/2025
|
|||
| Morgan Stanley | 3.5% | ||||
| Morgan Stanley Smith Barney LLC | 3.5% | ||||
|
CareMax, Inc.
13G/A
Amendment 1
CMAX · 14171W103
|
0.1% |
1/7/2025
Event 12/31/2024
|
|||
| Morgan Stanley | 0.1% | ||||
| Morgan Stanley Capital Services, LLC | 0.1% | ||||