Morgan Stanley Emrg MRK DomEDD

13F holders, Q1 2024 (March 31)
61holders
1famous investor
$4.79avg. 13F price*

At the end of Q1 2024, 61 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($19.5M), Pathstone Holdings, LLC ($17.3M) and Bank of America Corp. ($17.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Morgan Stanley Emrg MRK Dom
CUSIP
617477104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 60Q2 2024Q3 2024: 60Q3 2024Q4 2024: 64Q4 2024Q1 2025: 61Q1 2025Q2 2025: 59Q2 2025Q3 2025: 63Q3 2025Q4 2025: 69Q4 2025Q1 2026: 78Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions10$1.9M
Exits13$6.4M

Ownership 61 holders

Saba Capital Management, L.P. 0.43% Reduce -7.0% 4,114,422 $19.5M
Pathstone Holdings, LLC 0.08% Add +4.1% 3,631,827 $17.3M
Bank of America Corp. 0.00% Add +5.7% 3,579,408 $17.0M
Evergreen Capital Management LLC 0.45% Add +27.9% 2,450,170 $11.9M
Wells Fargo & Company 0.00% Add +23.3% 1,529,169 $7.3M
Alexander Randolph Advisory, Inc. 6.31% Reduce -0.3% 1,517,733 $7.2M
Raymond James & Associates 0.00% Reduce -2.0% 1,467,826 $7.0M
Morgan Stanley 0.00% Add +0.8% 1,109,538 $5.3M
Invesco Ltd. 0.00% Add +4.7% 1,076,491 $5.1M
PenderFund Capital Management Ltd. 1.65% Reduce -48.7% 506,611 $3.3M
Bridge Advisory, LLC 1.50% Add +31.8% 635,124 $3.0M
Rareview Capital LLC 2.00% Reduce -6.0% 427,638 $2.0M
Fiera Capital Corp 0.01% Add +0.1% 424,090 $2.0M
Matisse Capital 0.82% Add +156.1% 360,825 $1.7M
HighTower Advisors, LLC 0.00% Add +6.7% 290,953 $1.4M
Almitas Capital LLC 0.58% Reduce -51.2% 262,519 $1.2M
Royal Bank of Canada 0.00% Reduce -2.5% 213,202 $1.0M
LPL Financial LLC 0.00% Add +3.0% 171,387 $814K
Bulldog Investors, LLP 0.26% No change 162,390 $771K
UBS Group AG 0.00% Reduce -8.2% 159,938 $760K
Landscape Capital Management, L.L.C. 0.07% Add +205.1% 159,422 $757K
Private Advisor Group, LLC 0.00% Add +7.8% 139,750 $664K
Rivernorth Capital Management, LLC 0.03% New 130,831 $621K
Wolverine Asset Management LLC 0.05% Add +146.0% 124,337 $591K
Cresset Asset Management, LLC 0.00% No change 115,652 $560K
Pekin Hardy Strauss, Inc. 0.07% Add +33.3% 113,000 $537K
PFG Investments, LLC 0.03% New 99,500 $473K
Walleye Capital LLC 0.01% Add +22.2% 91,280 $434K
Nations Financial Group Inc, /Ia/ 0.03% No change 87,000 $413K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -3.9% 94,629 $412K
Tortoise Investment Management, LLC 0.04% Reduce -43.6% 77,854 $370K
Moors & Cabot, Inc. 0.02% Reduce -1.8% 75,243 $357K
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 74,572 $354K
Shaker Financial Services, LLC 0.13% New 69,507 $336K
Rockefeller Capital Management L.P. 0.00% Add +17.3% 66,892 $318K
NewEdge Advisors, LLC 0.00% Reduce -15.2% 62,500 $297K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.0% 52,746 $251K
Avior Wealth Management, LLC 0.01% New 47,380 $225K
E&G Advisors, LLC 0.06% No change 43,400 $206K
Citadel Advisors 0.00% Add +167.9% 37,639 $179K
Osaic Holdings, Inc. 0.00% Reduce -20.2% 37,535 $178K
Ironsides Asset Advisors, LLC 0.06% Add +9.8% 37,017 $176K
Formidable Asset Management, LLC 0.03% Reduce -1.2% 36,106 $172K
Ancora Advisors LLC 0.00% New 27,671 $131K
Comerica Bank 0.00% Add +4.8% 23,573 $112K
Capital Investment Advisors, LLC 0.00% Reduce -5.4% 21,870 $104K
Ignite Planners, LLC 0.02% Reduce -44.2% 15,414 $72K
Captrust Financial Advisors 0.00% New 13,717 $65K
Fortitude Family Office, LLC 0.04% No change 13,000 $62K
Verition Fund Management LLC 0.00% New 11,000 $52K
Atlantic Union Bankshares Corp 0.00% No change 10,700 $51K
JTC Employer Solutions Trustee Ltd 0.00% No change 10,148 $48K
JPMorgan Chase & Co. 0.00% New 3,088 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $11K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,000 $10K
Bessemer Group Inc. 0.00% Add +32.4% 1,982 $9K
Thomas J. Herzfeld Advisors, Inc. 0.00% Reduce -98.7% 1,300 $6K
SJS Investment Consulting Inc. 0.00% New 750 $4K
Spire Wealth Management 0.00% No change 307 $1K
Whittier Trust Co. 0.00% No change 100 $475
Assetmark, Inc. 0.00% New 19 $90

"% of holder's portfolio" is EDD's weight in each manager's 13F, not the share of Morgan Stanley Emrg MRK Dom the manager owns.