US61761JZN26 - Morgan Stanley Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	3 total, 3 long only, 0 short only, 0 long/short - change of -2,88% MRQ
Alocarea medie a portofoliului	0.1138 % - change of -6,03% MRQ

Acțiuni instituționale (lung)	8.907.000 (ex 13D/G) - change of -15,08MM shares -62,86% MRQ
Valoare instituțională (lungă)	$ 8.829 USD ($1000)

Proprietatea instituțională și acționarii

Morgan Stanley (US:US61761JZN26) are 3 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 8,907,000 acțiuni. Cei mai mari acționari includ BBCPX - Bridge Builder Core Plus Bond Fund, MXSDX - Great-West Short Duration Bond Fund Investor Class, and MXFDX - Great-West Core Bond Fund Investor Class .

Morgan Stanley (US61761JZN26) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US61761JZN26 / Morgan Stanley - 3.95% 2027-04-23 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-08-29	NP	JAGJX - Ultra Short Term Bond Trust Series I			916
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			59.771	1,67
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			11.365	12,79
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.831	19,67
2025-07-29	NP	MYCF - SPDR SSGA My2026 Corporate Bond ETF			248	25,38
2025-07-22	NP	FTRFX - Federated Total Return Bond Fund Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.646	0,32
2025-08-27	NP	ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio			55	0,00
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			297	0,34
2025-08-27	NP	ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio			651	0,46
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			497	0,40
2025-08-27	NP	BBTBX - Bridge Builder Core Bond Fund			14.101	0,46
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			894	0,56
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			697	-2,38
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF			203	48,18
2025-07-28	NP	BBCB - JPMorgan Corporate Bond Research Enhanced ETF			111	-5,17
2025-08-22	NP	Variable Insurance Products Fund V - Bond Index Portfolio Initial Class			199	0,51
2025-08-27	NP	FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class			944	0,53
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			475	55,41
2025-04-29	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			188	0,54
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			8.663	25,37
2025-07-28	NP	VCAAX - Asset Allocation Fund			149	0,00
2025-06-26	NP	MSTVX - Morningstar Alternatives Fund			12	0,00
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.252	0,89
2025-05-27	NP	GGBFX - Global Bond Fund Investor			27	0,00
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund			88	1,15
2025-08-19	NP	GSFAX - Goldman Sachs Bond Fund Class A			173	0,00
2025-06-23	NP	CMPIX - Income Fund Class A			9.920	0,93
2025-06-26	NP	MQLIX - MFS Limited Maturity Fund I			2.344	0,95
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			17.013	-4,22
2025-05-28	NP	BBCPX - Bridge Builder Core Plus Bond Fund	4.664.000	0,00	4.613	0,94
2025-08-26	NP	TIBDX - TIAA-CREF Bond Fund Institutional Class			681	0,44
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class			298	0,68
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			285	0,71
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			398	0,51
2025-07-29	NP	BSCR - Invesco BulletShares 2027 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			15.231	16,06
2025-07-24	NP	FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			50	0,00
2025-07-24	NP	FXNAX - Fidelity U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			26.906	0,31
2025-06-25	NP	BKAG - BNY Mellon Core Bond ETF			124	0,82
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class			116	-12,78
2025-08-28	NP	SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			25	0,00
2025-08-26	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares			812	0,50
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1			50	0,00
2025-08-28	NP	SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.514	-27,46
2025-07-25	NP	PNIIX - Bond Market Index Fund Institutional Class			703	0,29
2025-08-19	NP	GSFIX - Goldman Sachs Core Fixed Income Fund Institutional			1.621	0,50
2025-06-26	NP	KCLIX - Knights of Columbus Limited Duration Fund I Shares			967	0,94
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			248	0,41
2025-08-21	NP	MXSDX - Great-West Short Duration Bond Fund Investor Class	3.489.000	-17,32	3.467	-16,94
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares			30	0,00
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			740	0,54
2025-07-25	NP	LQDB - iShares BBB Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			43	0,00
2025-08-26	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			506	0,40
2025-08-27	NP	SEBLX - Touchstone Balanced Fund Class A			1.079	0,56
2025-08-28	NP	SIOAX - SIMT MULTI-ASSET INCOME FUND Class F			561	0,54
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			37.118	14,99
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			540	38,82
2025-08-22	NP	Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class			931	0,54
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares			40	0,00
2025-06-24	NP	Mfs Intermediate Income Trust			288	0,70
2025-08-26	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares			467	0,65
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10.265	0,63
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			886	0,57
2025-06-26	NP	IBDS - iShares iBonds Dec 2027 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			11.121	5,89
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			198
2025-08-29	NP	QIG - WisdomTree U.S. Corporate Bond Fund N/A			155	0,65
2025-08-11	NP	Six Circles Trust - Six Circles Global Bond Fund			17	0,00
2025-06-23	NP	PGDIX - Global Diversified Income Fund Institutional Class			198	1,02
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1			8.184	0,92
2025-07-22	NP	FDBAX - Federated Bond Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.487	0,34
2025-08-26	NP	GMDYX - MEDIUM-DURATION BOND FUND Institutional			396	0,51
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			347	0,29
2025-08-26	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares			504	0,60
2025-06-25	NP	DBMIX - BNY Mellon Bond Market Index Fund Investor Shares			248	1,22
2025-06-26	NP	NUAG - Nuveen Enhanced Yield U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2	0,00
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.557	0,49
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.069	-13,01
2025-06-24	NP	PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A			9.923	0,94
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			8.856	0,32
2025-08-26	NP	GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service			20	0,00
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			1.963	0,46
2025-08-27	NP	OHIO NATIONAL FUND INC - ON Bond Portfolio			994	0,40
2025-08-26	NP	TSWFX - TSW CORE PLUS BOND FUND Institutional Shares			199	0,51
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.027	5,69
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			596	0,51
2025-06-26	NP	DSTIX - BNY Mellon Short Term Income Fund Class D			308	0,99
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			430	0,47
2025-06-25	NP	SBND - Columbia Short Duration Bond ETF			99	1,02
2025-08-27	NP	TOBAX - Touchstone Active Bond Fund Class A			808	0,50
2025-08-27	NP	TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I			155	0,65
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			663	-7,93
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares			756	0,53
2025-08-26	NP	TCBPX - TIAA-CREF Bond Plus Fund Retail Class			1.471	0,48
2025-08-27	NP	VCOBX - Vanguard Core Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.286	0,49
2025-08-27	NP	VCRB - Vanguard Core Bond ETF ETF Shares			408	0,49
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			768	-1,03
2025-08-21	NP	MXFDX - Great-West Core Bond Fund Investor Class	754.000	0,00	749	0,54
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			495	-0,60
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			323	0,31
2025-06-25	NP	PDBAX - PGIM TOTAL RETURN BOND FUND Class A			16.188	0,90
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			910
2025-08-27	NP	VCPAX - Vanguard Core-Plus Bond Fund Admiral Shares			173	0,00