Morgan Stanley
VTNR

Morgan Stanley’s Vertex Energy, Inc VTNR Stock Holding History

Morgan Stanley’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-82,391
Closed -$9.53K – 8226
2024
Q3 		$9.53K Sell
82,391
-63,572
-44% -$35.2K ﹤0.01% 6730
2024
Q2 		$138K Sell
145,963
-129,613
-47% -$152K ﹤0.01% 5840
2024
Q1 		$386K Sell
275,576
-367,410
-57% -$586K ﹤0.01% 5427
2023
Q4 		$2.18M Buy
642,986
+452,968
+238% +$1.78M ﹤0.01% 4878
2023
Q3 		$846K Buy
190,018
+77,327
+69% +$397K ﹤0.01% 4897
2023
Q2 		$704K Sell
112,691
-745,800
-87% -$5.25M ﹤0.01% 5037
2023
Q1 		$8.48M Buy
858,491
+728,396
+560% +$5.78M ﹤0.01% 3286
2022
Q4 		$807K Buy
130,095
+38,730
+42% +$289K ﹤0.01% 4982
2022
Q3 		$569K Sell
91,365
-1,207,119
-93% -$11M ﹤0.01% 5203
2022
Q2 		$13.7M Buy
1,298,484
+525,823
+68% +$6.23M ﹤0.01% 2719
2022
Q1 		$7.68M Buy
772,661
+662,839
+604% +$4.05M ﹤0.01% 3213
2021
Q4 		$498K Sell
109,822
-902,981
-89% -$4.31M ﹤0.01% 5544
2021
Q3 		$5.31M Buy
1,012,803
+881,163
+669% +$7M ﹤0.01% 3622
2021
Q2 		$1.74M Sell
131,640
-73,363
-36% -$304K ﹤0.01% 4738
2021
Q1 		$290K Buy
205,003
+202,503
+8,100% +$316K ﹤0.01% 5445
2020
Q4 		$2K Buy
2,500
+1,500
+150% +$853 ﹤0.01% 6909
2020
Q3 		$1K Sell
1,000
-2,000
-67% -$1.14K ﹤0.01% 6685
2020
Q2 		$2K Sell
3,000
-8,000
-73% -$5.1K ﹤0.01% 6470
2020
Q1 		$7K Sell
11,000
-19,000
-63% -$23.6K ﹤0.01% 6122
2019
Q4 		$46K Hold
30,000
– – ﹤0.01% 5886
2019
Q3 		$34K Buy
+30,000
New +$39.4K ﹤0.01% 5857
2017
Q3 		– Sell
-45
Closed – – 6638
2017
Q2 		$0 Buy
+45
New +$46 ﹤0.01% 6672
2016
Q4 		– Sell
-2,000
Closed -$2K – 6577
2016
Q3 		$2K Hold
2,000
– – ﹤0.01% 6374
2016
Q2 		$3K Sell
2,000
-3,531
-64% -$5.22K ﹤0.01% 6318
2016
Q1 		$11K Sell
5,531
-3,044
-35% -$4.51K ﹤0.01% 6114
2015
Q4 		$9K Sell
8,575
-15,545
-64% -$31.1K ﹤0.01% 6270
2015
Q3 		$51K Sell
24,120
-5,785
-19% -$12.8K ﹤0.01% 5722
2015
Q2 		$71K Buy
29,905
+1,954
+7% +$5.26K ﹤0.01% 5737
2015
Q1 		$103K Buy
27,951
+13,387
+92% +$46.5K ﹤0.01% 5512
2014
Q4 		$61K Sell
14,564
-228,323
-94% -$1.11M ﹤0.01% 5746
2014
Q3 		$1.69M Buy
242,887
+128,996
+113% +$1.08M ﹤0.01% 3577
2014
Q2 		$1.11M Buy
113,891
+106,615
+1,465% +$914K ﹤0.01% 3975
2014
Q1 		$47K Buy
+7,276
New +$28K ﹤0.01% 5738

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Morgan Stanley's VTNR Position: Q4 2024 in Review

Morgan Stanley sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 82,391 shares — an estimated $9.53K sold.

Morgan Stanley first reported a position in VTNR in Q1 2014 and held it in 33 quarters. The position peaked at $13.7M in Q2 2022. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Morgan Stanley reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 82,391 Vertex Energy, Inc shares in Q4 2024, an estimated $9.53K.
  • Morgan Stanley first reported a position in Vertex Energy, Inc in Q1 2014 and held it in 33 quarters.
  • Morgan Stanley's Vertex Energy, Inc position peaked at $13.7M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.