Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALX
Calix, Inc

Technology
113K
+ 11.44%
$29.4 - $42.17 $3.33M - $4.78M
1.1M $39.1M
FDT
First Trust Developed Markets

ETFs
3.94K
+ 0.38%
$53.51 - $60.98 $211K - $240K
1.05M $60.9M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
271K
+ 2.96%
$11.96 - $13.56 $3.24M - $3.67M
9.42M $121M
ICL
Icl Group Ltd.

Basic Materials
7.46K
+ 0.12%
$4.96 - $6.45 $37K - $48.1K
6.05M $34.4M
NWS
News Corp New Cl B Com Stk (De

Communication Services
153K
+ 12.49%
$29.66 - $35.0 $4.53M - $5.35M
1.38M $41.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
392K
+ 11.79%
$21.23 - $23.75 $8.32M - $9.3M
3.71M $80M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
186K
+ 5.05%
$23.29 - $23.38 $4.34M - $4.36M
3.88M $90.6M
HTGC
Hercules Capital, Inc.

Financial Services
295K
+ 23.04%
$18.01 - $22.0 $5.31M - $6.49M
1.57M $30.2M
GGG
Graco Inc

Industrials
87.8K
+ 2.45%
$80.53 - $87.54 $7.07M - $7.68M
3.68M $307M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
101K
+ 21.38%
$77.91 - $92.26 $7.89M - $9.34M
575K $45.7M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
73.6K
+ 0.92%
$17.95 - $18.89 $1.32M - $1.39M
8.06M $148M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
230K
+ 2.86%
$9.62 - $10.03 $2.21M - $2.31M
8.28M $81.9M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
89.5K
+ 97.3%
$36.74 - $50.04 $3.29M - $4.48M
182K $8.05M
IGBH
Ishares Interest Rate Hedged L

ETFs
187K
+ 66.88%
$24.01 - $24.7 $4.5M - $4.63M
468K $11.2M
SUZ
Suzano S.A.

Basic Materials
618K
+ 37.77%
$9.26 - $10.85 $5.72M - $6.7M
2.25M $20.9M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
95.8K
+ 19.94%
$55.58 - $62.24 $5.32M - $5.96M
576K $32.5M
EW
Edwards Lifesciences Corp

Healthcare
213K
+ 2.98%
$67.95 - $76.19 $14.4M - $16.2M
7.35M $533M
BWX
Spdr Bloomberg International T

ETFs
154K
+ 7.74%
$20.94 - $22.04 $3.23M - $3.4M
2.15M $47M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
75K
+ 33.36%
$48.13 - $51.78 $3.61M - $3.88M
300K $15.3M
VIAV
Viavi Solutions Inc.

Technology
137K
+ 5.41%
$9.71 - $12.8 $1.33M - $1.76M
2.67M $29.9M
WF
Woori Financial Group Inc.

Financial Services
41.9K
+ 3.09%
$31.09 - $35.8 $1.3M - $1.5M
1.4M $46.6M
CNA
Cna Financial Corp

Financial Services
66.3K
+ 17.52%
$45.86 - $51.0 $3.04M - $3.38M
445K $22.6M
UTI
Universal Technical Institute Inc

Consumer Defensive
167K
+ 17.89%
$24.77 - $29.54 $4.14M - $4.94M
1.1M $28.3M
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
229K
+ 3911.48%
$15.99 - $20.36 $3.66M - $4.66M
235K $4.36M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
723K
+ 43.93%
$7.55 - $8.77 $5.46M - $6.34M
2.37M $19M
SMG
Scotts Miracle Gro CO

Basic Materials
175K
+ 37.4%
$54.76 - $77.7 $9.58M - $13.6M
643K $35.3M
FEP
First Trust Europe Alphadex Fu

ETFs
39.4K
+ 7.51%
$35.43 - $42.94 $1.4M - $1.69M
564K $23M
AL
Air Lease Corp

Industrials
85.8K
+ 9.22%
$43.38 - $51.13 $3.72M - $4.39M
1.02M $49.1M
QBTS
D Wave Quantum Inc.

Technology
667K
+ 62.44%
$3.83 - $11.18 $2.56M - $7.46M
1.74M $13.2M
VET
Vermilion Energy Inc.

Energy
685K
+ 66.07%
$7.33 - $10.29 $5.02M - $7.05M
1.72M $13.9M
VRNT
Verint Systems Inc

Technology
127K
+ 21.83%
N/A
711K $23.2M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
89.7K
+ 3.2%
$32.17 - $35.61 $2.88M - $3.19M
2.89M $99.6M
AGO
Assured Guaranty LTD

Financial Services
59.1K
+ 10.58%
$82.9 - $95.47 $4.9M - $5.64M
618K $54.4M
TFLO
Ishares Treasury Floating Rate

ETFs
67.3K
+ 1.77%
$50.48 - $50.68 $3.4M - $3.41M
3.87M $196M
ATEX
Anterix Inc.

Communication Services
96.7K
+ 102.87%
$27.73 - $41.99 $2.68M - $4.06M
191K $6.98M
BKD
Brookdale Senior Living Inc.

Healthcare
16.5K
+ 0.51%
$4.51 - $6.26 $74.3K - $103K
3.24M $20.3M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
101K
+ 27.2%
$46.77 - $52.97 $4.72M - $5.35M
472K $22.2M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
97.2K
+ 23.06%
$39.27 - $44.5 $3.82M - $4.33M
519K $20.5M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
105K
+ 132.42%
$34.25 - $37.6 $3.6M - $3.95M
184K $6.78M
RGTI
Rigetti Computing, Inc.

Technology
2.13M
+ 123.9%
$6.05 - $19.51 $12.9M - $41.6M
3.85M $30.5M
AADR
Advisorshares Dorsey Wright Ad

ETFs
54K
+ 998.56%
$69.41 - $78.72 $3.75M - $4.25M
59.4K $4.42M
IYG
Ishares Tr

ETFs
42.8K
+ 4.7%
$74.6 - $84.81 $3.19M - $3.63M
953K $74.9M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
105K
+ 15.44%
$34.23 - $36.9 $3.59M - $3.87M
785K $28M
LUMN
Lumen Technologies, Inc.

Communication Services
5.23M
+ 44.13%
$3.92 - $5.92 $20.5M - $31M
17.1M $67M
JAMF
Jamf Holding Corp.

Technology
386K
+ 110.05%
$12.15 - $15.96 $4.69M - $6.16M
737K $8.96M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
68.8K
+ 136.19%
$61.55 - $71.27 $4.23M - $4.9M
119K $7.46M
RYN
Rayonier Inc

Real Estate
92.3K
+ 11.62%
$24.95 - $28.24 $2.3M - $2.61M
886K $24.7M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
77.3K
+ 1.61%
$16.06 - $16.99 $1.24M - $1.31M
4.88M $81.4M
LGOV
First Tr ETF Iv Long Duration

ETFs
145K
+ 11.14%
$20.41 - $21.7 $2.96M - $3.15M
1.45M $31.1M
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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