MORGAN STANLEY

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
Kinetik Holdings Inc. 13G/A
KNTK · 02215L209
 0.4% 5/6/2025
Event 6/24/2024
Nuveen California Municipal Value Fund 13G
NCA · 67062C107
 5.2% 5/6/2025
Event 3/31/2025
Nuveen California Amt-Free Quality Municipal Income Fund 13G
NKX · 670651108
 5.1% 5/6/2025
Event 3/31/2025
Neuberger Berman Next Generation Connectivity Fund Inc. 13G
NBXG · 64133Q108
 5.4% 5/6/2025
Event 3/31/2025
Dorman Products, Inc. 13G/A
DORM · 258278100
 4.4% 5/6/2025
Event 3/31/2025
Indivior PLC 13G/A
INDV · G4766E116
 3.7% 5/6/2025
Event 3/31/2025
PGIM Global High Yield Fund, Inc. 13G/A
GHY · 69346J106
 4.9% 5/6/2025
Event 3/31/2025
Community Health Systems Inc 13G/A
CYH · 203668108
 2.0% 5/5/2025
Event 3/31/2025
Audiocodes Ltd 13G/A
AUDC · M15342104
 4.3% 5/5/2025
Event 3/31/2025
Allspring Utilities & High Income Fund 13G
ERH · 94987E109
 5.0% 5/5/2025
Event 3/31/2025
Agilon Health, Inc. 13G/A
AGL · 00857U107
 12.2% 5/5/2025
Event 3/31/2025
abrdn Global Infrastructure Income Fund 13G
ASGI · 00326W106
 5.7% 5/5/2025
Event 3/31/2025
Playa Hotels & Resorts N.V. 13G/A
PLYA · N70544106
 0.3% 4/7/2025
Event 3/31/2025
Peloton Interactive, Inc. 13G/A
PTON · 70614W100
 3.9% 4/7/2025
Event 3/31/2025
Pharming Group N.V. 13G/A
PHAR · 71716E105
 1.2% 4/7/2025
Event 3/31/2025
Net Lease Office Properties 13G/A
NLOP · 64110Y108
 0.9% 3/6/2025
Event 2/28/2025
Sage Therapeutics, Inc. 13G/A
SAGE · 78667J108
 1.6% 3/6/2025
Event 2/28/2025
Marinus Pharmaceuticals, Inc. 13G/A
MRNS · 56854Q200
 0% 3/6/2025
Event 2/28/2025
Theratechnologies Inc. 13G/A
88338H704*
 5.0% 2/14/2025
Event 12/31/2024
Applied Therapeutics, Inc. 13G/A
APLT · 03828A101
 2.5% 2/7/2025
Event 1/31/2025
Virtus Total Return Fund Inc. 13G/A
ZTR · 92835W107
 2.7% 2/5/2025
Event 12/31/2024
Cohen & Steers Real Estate Opportunities & Income Fund 13G/A
RLTY · 19249Q103
 4.1% 2/5/2025
Event 12/31/2024
Galaxy Next Generation, Inc. 13G
GAXYQ · 36320A203
 6.9% 2/5/2025
Event 12/31/2024
RCM Technologies Inc 13G/A
RCMT · 749360400
 3.0% 2/5/2025
Event 12/31/2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. 13G/A
OPP · 76882G107
 8.7% 2/4/2025
Event 12/31/2024
Nuveen Real Asset Income & Growth Fund 13G/A
JRI · 67074Y105
 4.9% 2/4/2025
Event 12/31/2024
NeuroPace Inc 13G/A
NPCE · 641288105
 8.3% 2/4/2025
Event 12/31/2024
Lesaka Technologies Inc 13G/A
LSAK · 64107N206
 6.6% 2/4/2025
Event 12/31/2024
E2open Parent Holdings, Inc. 13G/A
ETWO · 29788T103
 2.4% 2/4/2025
Event 12/31/2024
Treace Medical Concepts, Inc. 13G/A
TMCI · 89455T109
 3.4% 2/3/2025
Event 12/31/2024
Stoke Therapeutics, Inc. 13G/A
STOK · 86150R107
 6.5% 2/3/2025
Event 12/31/2024
Axogen, Inc. 13G/A
AXGN · 05463X106
 5.3%
Checked 5% or less
 2/3/2025
Event 12/31/2024
DoorDash, Inc. 13G/A
DASH · 25809K105
 4.8% 2/3/2025
Event 12/31/2024
PGIM Short Duration High Yield Opportunities Fund 13G/A
SDHY · 69355J104
 4.7% 2/3/2025
Event 12/31/2024
Allspring Income Opportunities Fund 13G
EAD · 94987B105
 5.1% 2/3/2025
Event 12/31/2024
Tortoise Midstream Energy Fund, Inc. 13G/A
NTG · 89148B200
 0% 1/8/2025
Event 12/31/2024
Invesco High Income 2024 Target Term Fund 13G/A
IHTA · 46136K105
 0% 1/8/2025
Event 12/31/2024
Bitfufu Inc. 13G/A
FUFU · G1152A104
 0% 1/8/2025
Event 12/31/2024
BILL Holdings, Inc. 13G/A
BILL · 090043100
 1.9% 1/8/2025
Event 12/31/2024
Angel Oak Financial Strategies Income Term Trust 13G/A
FINS · 03464A100
 3.5% 1/7/2025
Event 1/7/2025
CareMax, Inc. 13G/A
CMAX · 14171W103
 0.1% 1/7/2025
Event 12/31/2024