Morgan Stanley Emrg MRK DomEDD

13F holders, Q2 2024 (June 30)
60holders −1
7new positions
8sold out
$4.61avg. 13F price*

At the end of Q2 2024, 60 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($17.7M), Pathstone Holdings, LLC ($17.7M) and Bank of America Corp. ($16.5M).

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 → Q2 2024

InstitutionsTotal Value
New Positions7$725K
Exits8$492K

All 13F filers, Q1 2024 → Q2 2024: 1,129,261 shares bought and 1,483,422 shares sold, net −354,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Saba Capital Management, L.P. 0.39% Reduce -5.9% 3,873,319 $17.7M
Pathstone Holdings, LLC 0.08% Add +6.6% 3,871,680 $17.7M
Bank of America Corp. 0.00% Add +0.8% 3,608,229 $16.5M
Evergreen Capital Management LLC 0.46% Add +9.7% 2,687,281 $12.6M
Wells Fargo & Company 0.00% Add +2.6% 1,569,687 $7.2M
Alexander Randolph Advisory, Inc. 6.43% Reduce -0.9% 1,504,540 $6.9M
Morgan Stanley 0.00% Reduce -2.8% 1,078,397 $4.9M
Invesco Ltd. 0.00% Reduce -7.0% 1,001,089 $4.6M
Raymond James & Associates 0.00% Reduce -39.8% 884,204 $4.0M
PenderFund Capital Management Ltd. 1.89% Add +2.0% 516,690 $3.2M
Bridge Advisory, LLC 1.49% Add +4.6% 664,607 $3.0M
Rareview Capital LLC 1.88% Add +0.6% 430,195 $2.0M
Fiera Capital Corp 0.01% No change 424,090 $1.9M
Rivernorth Capital Management, LLC 0.08% Add +185.1% 372,947 $1.7M
Matisse Capital 0.82% Add +0.2% 361,421 $1.6M
HighTower Advisors, LLC 0.00% Add +4.9% 305,180 $1.4M
Royal Bank of Canada 0.00% Reduce -14.8% 181,761 $829K
Bulldog Investors, LLP 0.28% No change 162,390 $740K
UBS Group AG 0.00% Reduce -0.4% 159,358 $727K
Landscape Capital Management, L.L.C. 0.06% Reduce -2.1% 156,005 $711K
Private Advisor Group, LLC 0.00% Add +8.1% 151,050 $689K
Shaker Financial Services, LLC 0.28% Add +109.6% 145,672 $684K
Almitas Capital LLC 0.27% Reduce -47.0% 138,991 $634K
LPL Financial LLC 0.00% Reduce -22.9% 132,178 $603K
Pekin Hardy Strauss, Inc. 0.08% Add +9.7% 124,000 $565K
PFG Investments, LLC 0.03% No change 99,500 $454K
Cresset Asset Management, LLC 0.00% Reduce -25.9% 85,652 $402K
Nations Financial Group Inc, /Ia/ 0.03% No change 87,000 $397K
Moors & Cabot, Inc. 0.02% Add +13.4% 85,359 $389K
Accuvest Global Advisors 0.77% New 76,250 $348K
Walleye Capital LLC 0.00% Reduce -16.6% 76,082 $347K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.8% 73,974 $337K
Rockefeller Capital Management L.P. 0.00% Add +6.4% 71,158 $324K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -28.6% 67,566 $317K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 60,650 $277K
Tortoise Investment Management, LLC 0.03% Reduce -25.4% 58,076 $265K
Avior Wealth Management, LLC 0.01% Add +7.2% 50,795 $232K
E&G Advisors, LLC 0.06% No change 43,400 $198K
Formidable Asset Management, LLC 0.02% Reduce -9.1% 32,819 $150K
Wolverine Asset Management LLC 0.01% Reduce -74.6% 31,630 $144K
Bramshill Investments, LLC 0.02% New 31,526 $144K
Ancora Advisors LLC 0.00% Add +0.4% 27,771 $127K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -50.8% 25,955 $118K
Osaic Holdings, Inc. 0.00% Reduce -32.9% 25,195 $115K
Comerica Bank 0.00% Reduce -2.7% 22,936 $105K
Capital Investment Advisors, LLC 0.00% No change 21,870 $100K
Ignite Planners, LLC 0.02% Add +12.1% 17,277 $82K
Pinkerton Wealth, LLC 0.01% New 15,600 $71K
HRT Financial LP 0.00% New 11,433 $52K
Atlantic Union Bankshares Corp 0.00% No change 10,700 $49K
Cetera Investment Advisers 0.00% New 10,173 $46K
JTC Employer Solutions Trustee Ltd 0.00% No change 10,148 $46K
Arlington Trust Co LLC 0.01% New 9,000 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +330.8% 8,615 $39K
Fortitude Family Office, LLC 0.02% Reduce -53.9% 6,000 $27K
Camelot Portfolios, LLC 0.01% New 5,000 $23K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $10K
Bessemer Group Inc. 0.00% Add +3.9% 2,060 $9K
Thomas J. Herzfeld Advisors, Inc. 0.00% No change 1,300 $6K
Whittier Trust Co. 0.00% No change 100 $454

"% 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.