MSSM MORGAN STANLEY PATHWAY FDS
FollowSMAL MID CAP ETF (fund)
14 managers (14 13F filers) reported a position in MSSM shares at 2024-12-31, 8,502,730 shares in all. 14 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 14
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 8,502,730
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 8,471,945 | $397M | 0.03% | new | 13F-HR/ATimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 29,573 | $1.39M | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 501 | $23.5K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 169 | $8K | <0.01% | new | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 163 | $7.64K | <0.01% | new | 13F-HRTimelineGroup |
| OARSMAN CAPITAL, INC. | 84 | $3.94K | <0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 75 | $3.52K | <0.01% | new | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 65 | $3.05K | <0.01% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 58 | $2.72K | <0.01% | new | 13F-HRTimeline |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 42 | $1.97K | <0.01% | new | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 34 | $1.59K | <0.01% | new | 13F-HRTimeline |
| Parallel Advisors, LLC | 21 | $984 | <0.01% | new | 13F-HRTimeline |
| COMERICA BANK | 0 | $6 | <0.01% | new | 13F-HR/ATimelineAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |