Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQDA
Liquidia Corp

Healthcare
278K
+ 67.25%
$11.36 - $16.5 $3.16M - $4.59M
691K $10.2M
GVI
Ishares Tr

ETFs
40.9K
+ 7.38%
$103.49 - $106.02 $4.23M - $4.34M
595K $63.1M
ALIT
Alight, Inc.

Technology
1.4M
+ 46.47%
$5.91 - $7.05 $8.27M - $9.86M
4.41M $26.1M
AKAM
Akamai Technologies Inc

Technology
58.5K
+ 3.22%
N/A
1.87M $170M
UVE
Universal Insurance Holdings, Inc.

Financial Services
181K
+ 47.25%
$18.91 - $23.7 $3.43M - $4.29M
564K $13.4M
ENFR
Alerian Energy Infrastructure

ETFs
151K
+ 73.43%
$30.27 - $34.12 $4.58M - $5.16M
357K $11.7M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
980K
+ 98.87%
$63.82 - $127.89 $62.6M - $125M
1.97M $126M
FTSL
First Trust Senior Ln Fund

ETFs
174K
+ 3.84%
$45.65 - $46.48 $7.96M - $8.1M
4.71M $215M
NWE
Northwestern Corp

Utilities
45.9K
+ 7.84%
$51.11 - $57.87 $2.34M - $2.65M
631K $36.5M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
648K
+ 6.06%
$8.38 - $8.86 $5.43M - $5.74M
11.3M $95.2M
FLKR
Franklin Templeton ETF Tr

ETFs
257K
+ 49.69%
$17.48 - $19.91 $4.5M - $5.13M
775K $14.2M
LECO
Lincoln Electric Holdings Inc

Industrials
23.7K
+ 5.83%
$180.51 - $216.81 $4.28M - $5.15M
431K $81.5M
SPT
Sprout Social, Inc.

Technology
791K
+ 56.29%
$21.99 - $34.03 $17.4M - $26.9M
2.2M $48.3M
IRDM
Iridium Communications Inc.

Communication Services
304K
+ 16.16%
$26.87 - $32.66 $8.18M - $9.94M
2.19M $59.8M
AVDV
American Centy ETF Tr Avantis

ETFs
46.5K
+ 11.56%
$63.74 - $71.96 $2.96M - $3.35M
448K $31.3M
MOMO
Hello Group Inc.

Communication Services
1.2M
+ 68.16%
$6.31 - $8.15 $7.58M - $9.79M
2.96M $18.7M
SLF
Sun Life Financial Inc

Financial Services
159K
+ 8.29%
$54.05 - $59.19 $8.58M - $9.39M
2.07M $119M
VTC
Vanguard Scottsdale Fds Total

ETFs
66.2K
+ 4555.82%
$74.74 - $77.39 $4.95M - $5.12M
67.6K $5.2M
IBDV
Ishares Tr

Technology
198K
+ 9.07%
$21.11 - $21.73 $4.18M - $4.3M
2.38M $51.6M
FLCA
Franklin Templeton ETF Tr

ETFs
136K
+ 1148.35%
$35.77 - $38.72 $4.86M - $5.27M
148K $5.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
211K
+ 5.31%
N/A
4.18M $99.3M
RL
Ralph Lauren Corp

Consumer Cyclical
44.1K
+ 9.5%
$215.68 - $286.74 $9.51M - $12.6M
508K $112M
PII
Polaris Inc.

Consumer Cyclical
483K
+ 54.43%
$40.9 - $58.36 $19.8M - $28.2M
1.37M $56.1M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
142K
+ 80.21%
$35.58 - $40.4 $5.04M - $5.72M
318K $11.6M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
85.2K
+ 4.67%
$23.43 - $25.55 $2M - $2.18M
1.91M $48.8M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
338K
+ 6.82%
$10.47 - $10.92 $3.54M - $3.69M
5.29M $56.7M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
94.9K
+ 10.88%
$49.75 - $50.27 $4.72M - $4.77M
967K $48.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
170K
+ 4.71%
$23.9 - $24.18 $4.06M - $4.11M
3.77M $91.2M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
206K
+ 23.19%
$41.78 - $50.35 $8.61M - $10.4M
1.1M $47M
ACMR
Acm Research, Inc.

Technology
62.3K
+ 15.1%
$15.41 - $29.98 $960K - $1.87M
475K $11.1M
DTM
Dt Midstream, Inc.

Energy
79.2K
+ 8.38%
$86.95 - $113.75 $6.88M - $9.01M
1.02M $98.8M
LVHD
Franklin U.S. Low Volatility H

ETFs
55K
+ 5.55%
$37.44 - $41.02 $2.06M - $2.26M
1.05M $42.8M
WOR
Worthington Industries Inc

Industrials
20.3K
+ 5.29%
$38.95 - $51.6 $789K - $1.05M
403K $20.2M
BALL
Ball Corp

Consumer Cyclical
602K
+ 6.29%
$49.04 - $56.53 $29.5M - $34M
10.2M $530M
VLY
Valley National Bancorp

Financial Services
616K
+ 16.25%
$8.56 - $10.42 $5.28M - $6.42M
4.41M $39.2M
LPL
Lg Display Co., Ltd.

Technology
1.48M
+ 28.94%
$3.08 - $3.49 $4.56M - $5.17M
6.6M $20.5M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
98.1K
+ 32.56%
$51.3 - $56.76 $5.03M - $5.57M
399K $21.2M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
126K
+ 18.99%
$27.47 - $30.62 $3.45M - $3.85M
788K $23.3M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
64.9K
+ 6.6%
$28.65 - $33.18 $1.86M - $2.15M
1.05M $33.2M
DFNL
Davis Fundamental ETF Tr

ETFs
95.7K
+ 11.19%
$37.36 - $40.96 $3.58M - $3.92M
951K $37.4M
IFS
Intercorp Financial Services Inc.

Financial Services
118K
+ 51.69%
$28.33 - $34.31 $3.34M - $4.05M
346K $11.5M
USMC
Principal ETF U S Mega Cap

ETFs
110K
+ 23.45%
$55.72 - $63.13 $6.13M - $6.94M
579K $32.9M
UGL
Pro Shares Trust Ii

ETFs
33.1K
+ 261.77%
$93.8 - $128.72 $3.11M - $4.26M
45.8K $5.89M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
632K
+ 37.94%
$7.06 - $9.39 $4.46M - $5.93M
2.3M $17.2M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
90.1K
+ 90.41%
$39.44 - $47.66 $3.55M - $4.29M
190K $8.66M
IXG
Ishares Global Fin'L ETF

ETFs
19.7K
+ 5.23%
$94.45 - $105.01 $1.86M - $2.07M
396K $40.8M
GBIL
Goldman Sachs Access Treasury

ETFs
34.9K
+ 0.77%
$99.85 - $100.19 $3.48M - $3.49M
4.59M $460M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
266K
+ 4014.65%
$16.52 - $17.68 $4.39M - $4.7M
272K $4.78M
RIGS
Riverfront Strategic Income Fd

ETFs
194K
+ 68.93%
$22.48 - $23.24 $4.37M - $4.51M
476K $11M
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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