Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
34.7K
+ 39.27%
$163.6 - $208.47 $5.68M - $7.24M
123K $25.7M
WRBY
Warby Parker Inc.

Healthcare
313K
+ 50.52%
$14.0 - $22.6 $4.38M - $7.06M
931K $20.4M
IRBO
Ishares Robotics & Artificial

ETFs
285K
+ 28.63%
N/A
1.28M $41.1M
BXP
Boston Properties Inc

Real Estate
124K
+ 4.6%
$56.86 - $74.12 $7.06M - $9.2M
2.82M $190M
SATS
Echo Star Corp

Technology
237K
+ 19.5%
$15.99 - $28.81 $3.78M - $6.82M
1.45M $40.2M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
41.5K
+ 9.16%
$76.98 - $98.31 $3.19M - $4.08M
494K $48.6M
BFH
Bread Financial Holdings, Inc.

Financial Services
52.8K
+ 6.13%
$41.88 - $57.12 $2.21M - $3.01M
913K $52.1M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
965K
+ 49.95%
$8.39 - $9.19 $8.1M - $8.87M
2.9M $26.3M
VSEC
Vse Corp

Industrials
57.6K
+ 42.37%
$103.15 - $140.55 $5.95M - $8.1M
194K $25.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
128K
+ 6.4%
$24.38 - $30.18 $3.13M - $3.87M
2.13M $64.3M
PIPR
Piper Sandler Companies

Financial Services
14.7K
+ 9.15%
$210.78 - $281.82 $3.1M - $4.14M
175K $48.7M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
114K
+ 5.77%
$33.19 - $40.78 $3.77M - $4.63M
2.08M $82.7M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
53K
+ 11.19%
$63.06 - $78.98 $3.34M - $4.18M
526K $41.6M
NWS
News Corp New Cl B Com Stk (De

Communication Services
100K
+ 7.28%
$27.41 - $34.31 $2.75M - $3.44M
1.48M $50.7M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
287K
+ 3.56%
$16.43 - $18.82 $4.71M - $5.4M
8.35M $157M
WLK
Westlake Corp

Basic Materials
200K
+ 76.15%
$69.83 - $102.01 $14M - $20.4M
462K $35.1M
ICLR
Icon PLC

Healthcare
188K
+ 29.97%
$126.62 - $168.7 $23.8M - $31.7M
814K $118M
WHD
Cactus, Inc.

Energy
233K
+ 35.42%
$35.05 - $47.38 $8.16M - $11M
890K $38.9M
IPI
Intrepid Potash, Inc.

Basic Materials
231K
+ 282.14%
$24.86 - $38.94 $5.75M - $9.01M
313K $11.2M
COMP
Compass, Inc.

Technology
2.27M
+ 101.97%
$5.8 - $8.98 $13.1M - $20.3M
4.49M $28.2M
FTCS
First Trust Capital Strength E

ETFs
14.8K
+ 0.25%
$81.6 - $92.39 $1.2M - $1.36M
5.95M $541M
CBT
Cabot Corp

Basic Materials
174K
+ 33.09%
$72.47 - $84.35 $12.6M - $14.7M
699K $52.4M
ICL
Icl Group Ltd.

Basic Materials
223K
+ 3.68%
$5.35 - $6.98 $1.19M - $1.55M
6.27M $43.1M
INSW
International Seaways, Inc.

Energy
177K
+ 26.27%
$28.76 - $40.96 $5.08M - $7.23M
849K $31M
STAA
Staar Surgical CO

Healthcare
554K
+ 72.95%
$15.09 - $20.27 $8.35M - $11.2M
1.31M $22M
CSTM
Constellium Se

Basic Materials
347K
+ 27.68%
$7.7 - $13.96 $2.67M - $4.85M
1.6M $21.3M
VPN
Global X Fds Data Ctr Reits &

ETFs
542K
+ 8448.5%
N/A
549K $8.74M
AZTA
Azenta, Inc.

Healthcare
353K
+ 60.43%
$25.03 - $35.41 $8.85M - $12.5M
938K $28.9M
SKM
Sk Telecom CO LTD

Communication Services
193K
+ 9.86%
$20.0 - $23.35 $3.87M - $4.52M
2.16M $50.3M
PL
Planet Labs Pbc

Industrials
138K
+ 4.82%
$2.96 - $6.1 $408K - $840K
3M $18.3M
ESTA
Establishment Labs Holdings Inc.

Healthcare
172K
+ 25.5%
$27.31 - $42.71 $4.69M - $7.33M
845K $36.1M
XRAY
Dentsply Sirona Inc.

Healthcare
368K
+ 12.59%
$12.55 - $16.75 $4.62M - $6.16M
3.29M $52.3M
IGRO
Ishares Tr International Divid

ETFs
49.7K
+ 6.87%
$66.32 - $80.17 $3.3M - $3.98M
773K $60.9M
FLYW
Flywire Corp

Technology
588K
+ 77.6%
$8.42 - $11.81 $4.95M - $6.94M
1.34M $15.7M
WLDN
Willdan Group, Inc.

Industrials
106K
+ 121.22%
$36.9 - $62.51 $3.91M - $6.63M
194K $12.1M
MGRC
Mcgrath Rentcorp

Industrials
57.1K
+ 14.1%
$101.45 - $118.14 $5.79M - $6.74M
462K $53.5M
XPEL
Xpel, Inc.

Consumer Cyclical
199K
+ 101.03%
$24.72 - $38.85 $4.93M - $7.74M
397K $14.2M
PTCT
Ptc Therapeutics, Inc.

Healthcare
214K
+ 22.53%
$36.19 - $52.13 $7.74M - $11.2M
1.16M $56.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
308K
+ 8.23%
$24.94 - $25.42 $7.68M - $7.83M
4.05M $103M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
211K
+ 37.22%
$26.69 - $33.44 $5.64M - $7.06M
778K $25.6M
FNDX
Schwab Fundamental U S Large C

ETFs
168K
+ 3.69%
$20.84 - $24.54 $3.51M - $4.13M
4.72M $116M
SSTK
Shutterstock, Inc.

Communication Services
430K
+ 73.21%
$14.55 - $19.81 $6.26M - $8.53M
1.02M $19.3M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
179K
+ 47.41%
$43.65 - $45.44 $7.81M - $8.13M
556K $25.3M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
67.8K
+ 112.79%
$100.45 - $111.8 $6.81M - $7.58M
128K $14.3M
FAS
Direxion Daily Financial Bull

ETFs
48.6K
+ 872.23%
$105.31 - $168.6 $5.12M - $8.2M
54.2K $9.14M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
813K
+ 51.11%
N/A
2.4M $24.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
189K
+ 11.94%
$22.92 - $28.05 $4.33M - $5.3M
1.77M $49.7M
UMBF
Umb Financial Corp

Financial Services
59K
+ 11.93%
$86.4 - $107.99 $5.1M - $6.37M
554K $58.2M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
334K
+ 5.79%
$45.3 - $50.64 $15.1M - $16.9M
6.1M $299M
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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