Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
260K
+ 11.79%
$8.31 - $8.77 $2.16M - $2.28M
2.46M $21.1M
DJP
Barclays Bank PLC

ETFs
85K
+ 151.62%
N/A
141K $4.55M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
15.7K
+ 1.52%
$22.15 - $24.94 $348K - $392K
1.05M $26.2M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
1.46M
+ 123.0%
$6.67 - $12.72 $9.72M - $18.5M
2.64M $17.6M
NVEE
Nv5 Global, Inc.

Industrials
128K
+ 20.81%
$17.03 - $19.42 $2.18M - $2.48M
743K $14.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
27.5K
+ 1.85%
$42.18 - $45.16 $1.16M - $1.24M
1.51M $66.9M
FVAL
Fidelity Covington Tr Value Fa

ETFs
48.1K
+ 61.39%
$58.79 - $65.0 $2.83M - $3.13M
126K $7.53M
INFA
Informatica Inc.

Technology
418K
+ 77.3%
$17.39 - $26.5 $7.28M - $11.1M
960K $16.7M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
526K
+ 35.86%
$4.42 - $4.86 $2.32M - $2.56M
1.99M $9.36M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
32K
+ 1.74%
$20.96 - $23.51 $670K - $752K
1.87M $41.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
33.5K
+ 2.88%
$38.89 - $41.6 $1.3M - $1.39M
1.2M $48.4M
LUNG
Pulmonx Corp

Healthcare
421K
+ 13.71%
$5.68 - $9.22 $2.39M - $3.88M
3.49M $23.5M
USCI
United States Commodity Index Funds Trust

ETFs
31.9K
+ 57.87%
$66.48 - $72.3 $2.12M - $2.31M
87K $6.28M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
222K
+ 5.87%
$10.13 - $10.52 $2.25M - $2.33M
4M $41.2M
CENX
Century Aluminum CO

Basic Materials
123K
+ 12.12%
$16.6 - $21.83 $2.04M - $2.68M
1.14M $21.1M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
129K
+ 6.09%
$23.43 - $24.23 $3.03M - $3.13M
2.25M $53.3M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
24K
+ 7.82%
$94.87 - $96.11 $2.28M - $2.31M
331K $31.8M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
102K
+ 10.66%
$20.83 - $21.52 $2.13M - $2.2M
1.06M $22.8M
SFL
Sfl Corp Ltd.

Industrials
616K
+ 49.58%
$8.11 - $11.12 $5M - $6.85M
1.86M $15.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
74.4K
+ 4.64%
$28.92 - $29.24 $2.15M - $2.17M
1.68M $49M
HYDB
Ishares Tr Edge High Yield Def

ETFs
53.3K
+ 12.02%
$46.82 - $47.8 $2.49M - $2.55M
496K $23.4M
VVX
V2 X, Inc.

Industrials
48K
+ 30.84%
$42.05 - $55.16 $2.02M - $2.65M
203K $9.98M
HYHG
Proshares High Yield Interest

ETFs
44.2K
+ 22.68%
$64.04 - $66.96 $2.83M - $2.96M
239K $15.3M
NBR
Nabors Industries LTD

Energy
141K
+ 65.11%
$37.04 - $68.1 $5.23M - $9.61M
358K $14.9M
ASTE
Astec Industries Inc

Industrials
65.1K
+ 19.54%
$30.4 - $36.83 $1.98M - $2.4M
398K $13.7M
WEA
Western Asset Premier Bond Fund

Financial Services
165K
+ 10.71%
$10.63 - $11.21 $1.75M - $1.85M
1.7M $19.1M
WSBC
Wesbanco Inc

Financial Services
99.4K
+ 27.34%
$30.36 - $37.08 $3.02M - $3.69M
463K $14.3M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
33.5K
+ 2.15%
$21.48 - $22.98 $720K - $771K
1.59M $35.8M
NOMD
Nomad Foods LTD

Consumer Defensive
57K
+ 11.87%
$15.61 - $20.54 $890K - $1.17M
537K $10.6M
AHCO
Adapt Health Corp.

Healthcare
114K
+ 12.05%
$8.45 - $11.38 $961K - $1.29M
1.06M $11.5M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
109K
+ 1.58%
$19.42 - $19.54 $2.13M - $2.14M
7.04M $137M
NTRS
Northern Trust Corp

Financial Services
124K
+ 4.9%
$96.09 - $113.81 $11.9M - $14.1M
2.65M $261M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
90.6K
+ 1382.19%
$26.9 - $27.93 $2.44M - $2.53M
97.1K $2.65M
FLRN
Spdr Bloomberg Investment Grad

ETFs
73.7K
+ 3.55%
$30.71 - $30.87 $2.26M - $2.28M
2.15M $66.2M
ABSI
Absci Corp

Healthcare
996K
+ 215.45%
$2.51 - $5.82 $2.5M - $5.79M
1.46M $3.66M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
230K
+ 7.57%
$11.17 - $11.61 $2.57M - $2.68M
3.27M $36.8M
SWX
Southwest Gas Holdings, Inc.

Utilities
26.6K
+ 5.77%
$68.42 - $78.18 $1.82M - $2.08M
488K $35.1M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
113K
+ 16.58%
$19.51 - $20.4 $2.21M - $2.31M
796K $15.9M
DAC
Danaos Corp

Industrials
34.1K
+ 26.62%
$76.71 - $85.73 $2.62M - $2.93M
162K $12.7M
EPAC
Enerpac Tool Group Corp

Industrials
836
+ 0.13%
$40.26 - $47.26 $33.7K - $39.5K
628K $28.2M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
17.8K
+ 1.78%
$21.95 - $24.74 $390K - $439K
1.02M $24.6M
PPLT
Abrdn Platinum ETF Trust

ETFs
26.5K
+ 14.24%
N/A
213K $19.1M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
219K
+ 4.83%
$10.53 - $11.08 $2.31M - $2.43M
4.76M $51M
DCTH
Delcath Systems, Inc.

Healthcare
171K
+ 99.47%
$11.43 - $16.45 $1.96M - $2.81M
343K $4.37M
FXE
Invesco Currency Shares Euro Trust

ETFs
17.1K
+ 11.55%
$94.32 - $101.09 $1.61M - $1.72M
165K $16.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
108K
+ 7.09%
$92.51 - $102.81 $10M - $11.1M
1.63M $151M
VITL
Vital Farms, Inc.

Consumer Defensive
246K
+ 34.27%
$29.32 - $45.12 $7.2M - $11.1M
962K $29.3M
HEZU
Ishares Currency Hedged Msci E

ETFs
49.3K
+ 40.96%
$35.85 - $40.72 $1.77M - $2.01M
170K $6.61M
TRVI
Trevi Therapeutics, Inc.

Healthcare
304K
+ 159.11%
$3.66 - $6.81 $1.11M - $2.07M
495K $3.11M
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email