Morgan Stanley Institutional Investment Advisors
Latest statistics and disclosures from Morgan Stanley Institutional Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ENB, NHC, Southwestern Energy Company, and represent 100.00% of Morgan Stanley Institutional Investment Advisors's stock portfolio.
- Added to shares of these 1 stock: NHC (+$98M).
- Started 1 new stock position in NHC.
- Reduced shares in these 2 stocks: ENB (-$8.5M), Southwestern Energy Company.
- Morgan Stanley Institutional Investment Advisors was a net buyer of stock by $89M.
- Morgan Stanley Institutional Investment Advisors has $445M in assets under management (AUM), dropping by 42.53%.
- Central Index Key (CIK): 0002026079
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Portfolio Holdings for Morgan Stanley Institutional Investment Advisors
Morgan Stanley Institutional Investment Advisors holds 3 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Enbridge (ENB) | 76.9 | $342M | -2% | 8.4M | 40.61 |
|
| National HealthCare Corporation (NHC) | 22.1 | $98M | NEW | 780k | 125.77 |
|
| Southwestern Energy Company | 1.0 | $4.6M | -9% | 642k | 7.11 |
|
Past Filings by Morgan Stanley Institutional Investment Advisors
SEC 13F filings are viewable for Morgan Stanley Institutional Investment Advisors going back to 2024
- Morgan Stanley Institutional Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Morgan Stanley Institutional Investment Advisors 2024 Q2 filed Aug. 12, 2024