Morgan Stanley Emrg MRK DomEDD

13F holders, Q4 2024 (December 31)
64holders +4
9new positions
5sold out
1famous investor
$4.58avg. 13F price*

At the end of Q4 2024, 64 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, up 4 from Q3 2024. 9 opened new positions and 5 sold out. The largest holders were Pathstone Holdings, LLC ($21.8M), Evergreen Capital Management LLC ($16.9M) and Penserra Capital Management LLC ($8.7M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$5.7M
Exits5$806K

All 13F filers, Q3 2024 → Q4 2024: 3,083,647 shares bought and 1,871,225 shares sold, net +1,212,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

Pathstone Holdings, LLC 0.10% Add +9.0% 4,795,139 $21.8M
Evergreen Capital Management LLC 0.55% Add +25.9% 3,599,524 $16.9M
Penserra Capital Management LLC 0.16% Add +4.2% 1,915,778 $8.7M
Wells Fargo & Company 0.00% Reduce -8.4% 1,584,943 $7.2M
Bank of America Corp. 0.00% Add +1.5% 1,550,885 $7.0M
Alexander Randolph Advisory, Inc. 6.26% Reduce -0.7% 1,488,307 $6.8M
Morgan Stanley 0.00% Add +21.0% 1,466,573 $6.7M
Saba Capital Management, L.P. 0.15% Reduce -51.8% 1,299,351 $5.9M
Invesco Ltd. 0.00% Add +13.4% 1,104,066 $5.0M
Rareview Capital LLC 2.49% Add +9.7% 683,475 $3.4M
GraniteShares Advisors LLC 1.58% New 549,205 $2.5M
Raymond James Financial Inc. 0.00% — 485,492 $2.2M
Rockefeller Capital Management L.P. 0.01% New 467,808 $2.1M
Fiera Capital Corp 0.01% No change 410,948 $1.9M
Matisse Capital 0.83% No change 361,421 $1.6M
HighTower Advisors, LLC 0.00% Reduce -1.9% 279,343 $1.3M
Private Advisor Group, LLC 0.00% Add +18.4% 185,084 $840K
Royal Bank of Canada 0.00% Reduce -1.1% 180,698 $821K
Shaker Financial Services, LLC 0.27% Reduce -34.9% 150,586 $709K
UBS Group AG 0.00% Reduce -1.4% 150,472 $683K
Bramshill Investments, LLC 0.10% Reduce -1.1% 144,863 $658K
LPL Financial LLC 0.00% Reduce -3.1% 140,573 $638K
Rivernorth Capital Management, LLC 0.03% Add +38.4% 135,758 $616K
Pekin Hardy Strauss, Inc. 0.07% Add +14.0% 128,750 $585K
PFG Investments, LLC 0.03% No change 99,500 $452K
Citadel Advisors 0.00% New 96,150 $437K
Cresset Asset Management, LLC 0.00% No change 85,652 $403K
Moors & Cabot, Inc. 0.02% Reduce -3.3% 82,691 $375K
Nations Financial Group Inc, /Ia/ 0.02% No change 73,600 $334K
Kestra Private Wealth Services, LLC 0.01% Add +0.1% 70,653 $321K
Kestra Advisory Services, LLC 0.00% New 59,479 $270K
Avior Wealth Management, LLC 0.01% Reduce -2.9% 57,085 $259K
Bulldog Investors, LLP 0.07% Add +340.0% 55,414 $252K
Ancora Advisors LLC 0.01% Add +76.0% 48,871 $222K
NewEdge Advisors, LLC 0.00% Reduce -6.0% 46,950 $213K
Almitas Capital LLC 0.04% No change 36,094 $164K
E&G Advisors, LLC 0.04% Reduce -18.2% 35,500 $161K
Uhlmann Price Securities, LLC 0.10% Add +0.9% 30,374 $138K
Comerica Bank 0.00% Add +26.2% 28,970 $132K
Landscape Capital Management, L.L.C. 0.01% Reduce -15.3% 28,554 $130K
Independent Advisor Alliance 0.00% New 25,804 $117K
Susquehanna International Group, LLP 0.00% New 24,763 $112K
Papamarkou Wellner Asset Management inc. 0.07% — 21,500 $98K
PenderFund Capital Management Ltd. 0.04% No change 14,146 $92K
Capital Investment Advisors, LLC 0.00% Reduce -16.2% 17,700 $80K
Formidable Asset Management, LLC 0.01% Reduce -49.6% 15,088 $69K
Ignite Planners, LLC 0.01% Reduce -0.2% 15,264 $68K
Osaic Holdings, Inc. 0.00% Add +20.3% 11,540 $52K
Sanctuary Advisors, LLC 0.00% Add +10.0% 11,016 $52K
Atlantic Union Bankshares Corp 0.00% No change 10,700 $49K
U.S. Capital Wealth Advisors, LLC 0.00% New 10,578 $48K
One Capital Management, LLC 0.00% New 10,060 $46K
JTC Employer Solutions Trustee Ltd 0.00% No change 10,148 $45K
Fortitude Family Office, LLC 0.01% No change 6,000 $27K
Tortoise Investment Management, LLC 0.00% Reduce -80.7% 5,090 $23K
Financial Perspectives, Inc 0.00% New 2,272 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $10K
Bessemer Group Inc. 0.00% Reduce -0.7% 2,172 $10K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,000 $9K
Thomas J. Herzfeld Advisors, Inc. 0.00% No change 1,300 $6K
WPG Advisers, LLC 0.00% — 596 $3K
Geneos Wealth Management Inc. 0.00% Add +38.6% 424 $2K
Whittier Trust Co. 0.00% No change 100 $452
Cwm, LLC 0.00% Reduce -99.0% 48 $0

"% 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.