Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
638K
+ 16.71%
$12.14 - $13.31 $7.75M - $8.49M
4.46M $59.3M
DX
Dynex Capital Inc

Real Estate
968K
+ 175.39%
$12.18 - $14.42 $11.8M - $14M
1.52M $19.8M
ITB
Ishares Tr

ETFs
265K
+ 17.44%
$93.86 - $111.45 $24.9M - $29.5M
1.78M $170M
REG
Regency Centers Corp

Real Estate
177K
+ 9.2%
$68.83 - $77.74 $12.2M - $13.8M
2.11M $155M
AMH
American Homes 4 Rent

Real Estate
310K
+ 11.93%
$34.43 - $37.81 $10.7M - $11.7M
2.91M $110M
SPMD
Spdr Portfolio

ETFs
399K
+ 17.9%
$50.21 - $57.73 $20.1M - $23.1M
2.63M $135M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
155K
+ 19.64%
$48.93 - $66.35 $7.59M - $10.3M
945K $51.5M
PSTG
Pure Storage, Inc.

Technology
1.63M
+ 46.85%
$44.27 - $72.37 $72.2M - $118M
5.11M $226M
MEDP
Medpace Holdings, Inc.

Healthcare
62.3K
+ 26.25%
$304.69 - $360.97 $19M - $22.5M
300K $91.3M
CNXC
Concentrix Corp

Technology
48.6K
+ 6.17%
$42.45 - $65.04 $2.06M - $3.16M
836K $46.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
175K
+ 4.02%
$44.68 - $46.49 $7.83M - $8.15M
4.54M $210M
OGS
One Gas, Inc.

Utilities
94.8K
+ 11.73%
$67.77 - $76.05 $6.43M - $7.21M
903K $68.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
529K
+ 50.08%
$25.58 - $29.24 $13.5M - $15.5M
1.58M $41.5M
BUR
Burford Capital LTD

Financial Services
864K
+ 48.59%
$12.5 - $15.6 $10.8M - $13.5M
2.64M $34.9M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
57.4K
+ 23.49%
$111.19 - $129.47 $6.39M - $7.44M
302K $39.1M
NWSA
News Corp

Communication Services
501K
+ 10.48%
$26.29 - $30.49 $13.2M - $15.3M
5.28M $144M
COPX
Global X Copper Miners ETF

ETFs
290K
+ 35.62%
$37.72 - $43.32 $10.9M - $12.6M
1.1M $43.2M
KOMP
Spdr S&P Kensho New Economies

ETFs
309K
+ 57.97%
$46.49 - $54.36 $14.4M - $16.8M
842K $39.2M
CINF
Cincinnati Financial Corp

Financial Services
35.5K
+ 2.11%
$133.67 - $147.81 $4.75M - $5.25M
1.72M $255M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
467K
+ 12.91%
$22.61 - $23.14 $10.6M - $10.8M
4.08M $94.4M
HRL
Hormel Foods Corp

Consumer Defensive
444K
+ 10.8%
$28.29 - $31.52 $12.6M - $14M
4.56M $141M
TMDX
Trans Medics Group, Inc.

Healthcare
145K
+ 31.82%
$56.73 - $79.42 $8.2M - $11.5M
599K $40.3M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
331K
+ 26.78%
$41.26 - $44.98 $13.7M - $14.9M
1.57M $65.9M
EXR
Extra Space Storage Inc.

Real Estate
93.5K
+ 4.98%
$143.8 - $161.28 $13.4M - $15.1M
1.97M $293M
RIOT
Riot Blockchain, Inc.

Technology
3.15M
+ 91.48%
$7.12 - $13.54 $22.4M - $42.7M
6.6M $47M
PEG
Public Service Enterprise Group Inc

Utilities
315K
+ 4.87%
$78.2 - $90.39 $24.6M - $28.4M
6.78M $558M
EWH
Ishares Msci Hong Kong ETF

ETFs
632K
+ 81.12%
$15.8 - $18.39 $9.98M - $11.6M
1.41M $24.7M
SKOR
Flexshares Tr Credit Scored Us

ETFs
238K
+ 75.13%
$47.35 - $48.46 $11.3M - $11.5M
555K $26.8M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
393K
+ 183.07%
$32.02 - $41.58 $12.6M - $16.4M
608K $19.7M
TIGO
Millicom International Cellular Sa

Communication Services
375K
+ 813.24%
$23.84 - $31.22 $8.93M - $11.7M
421K $12.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
918K
+ 13.11%
$92.71 - $107.38 $85.1M - $98.6M
7.92M $735M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
162K
+ 2.91%
$38.99 - $40.37 $6.32M - $6.54M
5.74M $231M
QDPL
Pacer Fds Tr Metaurus Us Large
348K
+ 54.86%
$36.5 - $40.04 $12.7M - $14M
984K $35.9M
MTB
M&T Bank Corp

Financial Services
346K
+ 6.37%
$170.47 - $201.98 $59M - $69.9M
5.78M $1.03B
TDC
Teradata Corp

Technology
1.05M
+ 75.19%
$21.95 - $32.78 $23M - $34.4M
2.45M $55M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
231K
+ 35.09%
$46.18 - $47.84 $10.7M - $11.1M
889K $42.3M
MT
Arcelor Mittal

Basic Materials
55K
+ 3.2%
$21.82 - $33.93 $1.2M - $1.87M
1.77M $51.1M
BTEGF
Baytex Energy Corp.

Energy
3.13M
+ 207.22%
N/A
4.64M $16.9M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
256K
+ 7.68%
$12.68 - $17.71 $3.24M - $4.53M
3.58M $56.2M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
128K
+ 24.38%
$119.87 - $145.05 $15.3M - $18.6M
653K $81.7M
PBI
Pitney Bowes Inc

Industrials
643K
+ 21.55%
$7.03 - $10.86 $4.52M - $6.99M
3.63M $32.8M
HLN
Haleon PLC

Healthcare
388K
+ 3.92%
$9.02 - $10.67 $3.5M - $4.14M
10.3M $106M
ESI
Element Solutions Inc

Basic Materials
711K
+ 41.2%
$22.61 - $27.55 $16.1M - $19.6M
2.44M $55.1M
IAC
Iac/Inter Active Corp

Communication Services
194K
+ 25.13%
$41.0 - $50.0 $7.96M - $9.71M
967K $44.4M
AVA
Avista Corp

Utilities
142K
+ 14.58%
$35.2 - $41.87 $5.01M - $5.96M
1.12M $46.8M
SCHO
Schwab Short Term Us Treasury

ETFs
425K
+ 16.21%
$24.1 - $24.34 $10.2M - $10.3M
3.04M $74.1M
CERT
Certara, Inc.

Healthcare
1.22M
+ 89.88%
$9.9 - $14.25 $12.1M - $17.4M
2.58M $25.5M
CWEN
Clearway Energy, Inc.

Utilities
12.6K
+ 0.51%
$24.63 - $30.42 $311K - $384K
2.51M $75.9M
BTG
B2 Gold Corp

Basic Materials
3.38M
+ 105.97%
$2.3 - $3.3 $7.77M - $11.2M
6.57M $18.7M
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 Sold out 0 Options Calls 0 Puts 0
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