Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ERIC
Ericsson Lm Telephone CO

Technology
2.27M
+ 16.61%
$6.77 - $8.86 $15.4M - $20.1M
16M $135M
WAT
Waters Corp

Healthcare
123K
+ 17.28%
$307.71 - $366.67 $37.9M - $45.2M
836K $292M
JPIE
J P Morgan Exchange Traded Fd
606K
+ 18.92%
$45.12 - $46.32 $27.3M - $28M
3.81M $176M
VOX
Vanguard Communication Service

ETFs
28.5K
+ 2.7%
$133.12 - $171.03 $3.8M - $4.88M
1.09M $186M
SMG
Scotts Miracle Gro CO

Basic Materials
328K
+ 51.03%
$48.21 - $66.48 $15.8M - $21.8M
971K $64.1M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
159K
+ 15.1%
$38.28 - $61.65 $6.07M - $9.77M
1.21M $74.5M
GPI
Group 1 Automotive Inc

Consumer Cyclical
25.4K
+ 7.95%
$372.3 - $448.86 $9.46M - $11.4M
345K $151M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
554K
+ 4.3%
$48.5 - $49.35 $26.9M - $27.3M
13.4M $662M
WF
Woori Financial Group Inc.

Financial Services
115K
+ 8.24%
$30.46 - $49.73 $3.51M - $5.72M
1.51M $75.2M
EUFN
Ishares Msci Europe Financials

ETFs
481K
+ 11.38%
$24.77 - $32.27 $11.9M - $15.5M
4.71M $149M
JHX
James Hardie Industries PLC

Basic Materials
289K
+ 4.71%
$20.27 - $27.59 $5.86M - $7.98M
6.42M $173M
IQLT
Ishares Msci Intl Quality Fact

ETFs
252K
+ 5.17%
$35.9 - $43.76 $9.06M - $11M
5.13M $222M
FE
Firstenergy Corp

Utilities
736K
+ 7.79%
$38.31 - $43.17 $28.2M - $31.8M
10.2M $410M
FAF
First American Financial Corp

Financial Services
547K
+ 40.95%
$54.11 - $67.0 $29.6M - $36.7M
1.88M $116M
SLF
Sun Life Financial Inc

Financial Services
132K
+ 6.36%
$53.39 - $66.45 $7.04M - $8.76M
2.2M $146M
APPF
Appfolio Inc

Technology
108K
+ 40.5%
$192.02 - $234.65 $20.8M - $25.4M
375K $86.5M
APLD
Applied Blockchain, Inc.

Financial Services
1.79M
+ 84.26%
$3.53 - $13.86 $6.33M - $24.9M
3.92M $39.5M
IMVT
Immunovant, Inc.

Healthcare
999K
+ 76.26%
N/A
2.31M $63.5M
CALM
Cal Maine Foods Inc

Consumer Defensive
218K
+ 33.02%
$90.17 - $103.07 $19.6M - $22.4M
876K $87.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
127K
+ 2.39%
$30.87 - $39.17 $3.93M - $4.99M
5.44M $213M
SPMD
Spdr Portfolio

ETFs
348K
+ 13.23%
$44.89 - $54.38 $15.6M - $18.9M
2.98M $162M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
60.3K
+ 2.91%
$48.48 - $67.3 $2.92M - $4.06M
2.13M $143M
ROKU
Roku, Inc

Communication Services
106K
+ 10.29%
$55.1 - $87.89 $5.83M - $9.31M
1.14M $99.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
52K
+ 6.21%
$153.22 - $199.8 $7.96M - $10.4M
889K $167M
HBM
Hudbay Minerals Inc.

Basic Materials
1.06M
+ 20.35%
$6.09 - $10.7 $6.43M - $11.3M
6.24M $66.2M
QLYS
Qualys, Inc.

Technology
86.2K
+ 10.04%
$115.21 - $142.87 $9.93M - $12.3M
944K $135M
MKTX
Marketaxess Holdings Inc

Financial Services
110K
+ 35.05%
$203.19 - $231.09 $22.4M - $25.5M
425K $94.9M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
124K
+ 60.28%
$162.37 - $200.76 $20.2M - $24.9M
330K $62.4M
SRLN
Ssga Active Trust

ETFs
518K
+ 4.68%
$39.47 - $41.59 $20.5M - $21.6M
11.6M $482M
MRCY
Mercury Systems Inc

Industrials
385K
+ 70.98%
$41.52 - $53.87 $16M - $20.8M
928K $50M
JCPB
J P Morgan Exchange Traded Fd

ETFs
564K
+ 22.1%
$45.9 - $47.2 $25.9M - $26.6M
3.12M $147M
GRPN
Groupon, Inc.

Communication Services
618K
+ 154.13%
$16.78 - $38.84 $10.4M - $24M
1.02M $34.1M
GXO
Gxo Logistics, Inc.

Industrials
221K
+ 13.48%
$31.53 - $49.1 $6.95M - $10.8M
1.86M $90.4M
VIG
Vanguard Dividend Appreciation

ETFs
145K
+ 1.15%
N/A
12.7M $2.31B
IDV
Ishares Tr

ETFs
58.5K
+ 0.84%
$27.79 - $34.84 $1.62M - $2.04M
7.02M $242M
LVS
Las Vegas Sands Corp

Consumer Cyclical
204K
+ 5.72%
$30.7 - $44.12 $6.25M - $8.99M
3.76M $164M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
1.44M
+ 168.31%
$20.6 - $29.93 $29.7M - $43.2M
2.3M $52.2M
BLKB
Blackbaud Inc

Technology
256K
+ 5.71%
$59.04 - $64.55 $15.1M - $16.5M
4.75M $305M
AM
Antero Midstream Corp

Energy
1.08M
+ 18.27%
$15.88 - $18.99 $17.2M - $20.6M
7.01M $133M
ITT
Itt Inc.

Industrials
64.2K
+ 11.07%
$112.67 - $157.95 $7.24M - $10.1M
644K $101M
EXC
Exelon Corp

Utilities
1.66M
+ 9.62%
$42.2 - $47.37 $69.9M - $78.5M
18.9M $820M
LYG
Lloyds Banking Group PLC

Financial Services
4.05M
+ 19.69%
$3.32 - $4.29 $13.5M - $17.4M
24.6M $105M
ORCC
Owl Rock Capital Corp

Financial Services
1.95M
+ 23.61%
N/A
10.2M $136M
NTR
Nutrien Ltd.

Basic Materials
33.7K
+ 1.2%
$46.88 - $62.89 $1.58M - $2.12M
2.84M $166M
FTGC
First Trust Global Tactical CO

ETFs
1.38M
+ 14.7%
$23.09 - $25.91 $31.8M - $35.7M
10.8M $265M
EQNR
Equinor Asa

Energy
1.42M
+ 19.08%
$22.04 - $28.08 $31.4M - $40M
8.88M $223M
MVST
Microvast Holdings, Inc.

Industrials
6.59M
+ 805.21%
$1.55 - $4.63 $10.2M - $30.5M
7.41M $26.9M
RMBS
Rambus Inc

Technology
225K
+ 24.01%
$42.9 - $64.02 $9.66M - $14.4M
1.16M $74.5M
NEAR
Blackrock Short Maturity Bond

ETFs
492K
+ 18.45%
$50.41 - $51.17 $24.8M - $25.2M
3.16M $162M
Activity Summary
Buys All Purchases 4385 New Holdings 431 Increased Positions 3954 Sells All Sells 2976 Reductions 2976 Sold out 0 Options Calls 0 Puts 0
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