Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGH
Smart Global Holdings, Inc.

Technology
78.5K
+ 11.9%
N/A
738K $12.8M
PIO
Invesco Exchange Traded Fd Tr

ETFs
26.6K
+ 9.78%
$38.78 - $41.4 $1.03M - $1.1M
298K $12M
PWZ
Invesco California Amt Free Mu

ETFs
76.8K
+ 13.65%
$23.68 - $24.72 $1.82M - $1.9M
640K $15.3M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
13.6K
+ 2.35%
$59.15 - $62.71 $802K - $850K
590K $36.4M
NUDM
Nuveen Esg International Devel

ETFs
4.85K
+ 0.74%
$29.75 - $33.12 $144K - $161K
662K $21.1M
IMTB
Ishares Tr

ETFs
28.3K
+ 29.06%
$41.91 - $43.46 $1.19M - $1.23M
126K $5.45M
RYI
Ryerson Holding Corp

Industrials
14.6K
+ 6.62%
$17.63 - $25.87 $258K - $379K
236K $5.41M
URGN
Uro Gen Pharma Ltd.

Healthcare
90.4K
+ 11.79%
$9.27 - $12.13 $838K - $1.1M
858K $9.49M
PCTY
Paylocity Holding Corp

Technology
19.5K
+ 10.1%
$183.21 - $217.86 $3.57M - $4.25M
213K $39.8M
BIT
Black Rock Multi Sector Income Trust

Financial Services
101K
+ 8.06%
$14.43 - $14.85 $1.45M - $1.5M
1.35M $19.6M
ALLO
Allogene Therapeutics, Inc.

Healthcare
1.35M
+ 135.64%
$1.4 - $2.84 $1.9M - $3.85M
2.35M $3.44M
IMCR
Immunocore Holdings PLC

Healthcare
43.2K
+ 33.08%
$28.21 - $33.0 $1.22M - $1.43M
174K $5.16M
WDH
Waterdrop Inc.

Financial Services
221K
+ 7.03%
$1.12 - $1.54 $248K - $341K
3.37M $5.02M
ERC
Allspring Multi Sector Income Fund

Financial Services
140K
+ 30.33%
$9.04 - $9.39 $1.27M - $1.31M
602K $5.55M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
56K
+ 57.72%
$21.08 - $22.48 $1.18M - $1.26M
153K $3.4M
PHG
Koninklijke Philips Nv

Healthcare
44.2K
+ 2.02%
$24.92 - $28.61 $1.1M - $1.26M
2.23M $56.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
30K
+ 15.75%
$39.96 - $43.3 $1.2M - $1.3M
221K $9.1M
SEMR
Se Mrush Holdings, Inc.

Technology
276K
+ 54.88%
$9.27 - $18.37 $2.56M - $5.08M
780K $7.28M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
120K
+ 15.69%
$10.14 - $10.82 $1.21M - $1.29M
882K $9.17M
REET
Ishares Global Reit ETF

ETFs
12.3K
+ 0.36%
$23.24 - $25.16 $287K - $311K
3.39M $82.4M
CLOU
Global X Fds Cloud Computing E

ETFs
92.9K
+ 40.65%
$20.99 - $26.34 $1.95M - $2.45M
321K $6.74M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
24.6K
+ 14.26%
$32.66 - $36.43 $803K - $895K
197K $6.9M
KINS
Kingstone Companies, Inc.

Financial Services
73.5K
+ 294.34%
$13.67 - $18.47 $1.01M - $1.36M
98.5K $1.64M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
22.4K
+ 6.0%
$21.64 - $23.93 $484K - $535K
395K $9.45M
RWM
Proshares Short Russell2000

ETFs
55.2K
+ 112.32%
$18.05 - $21.08 $997K - $1.16M
104K $2.17M
NFRA
Flexshares Stoxx Global Broad

ETFs
9.61K
+ 4.76%
$53.37 - $57.8 $513K - $555K
211K $12.2M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
27.3K
+ 21.78%
$24.56 - $32.57 $670K - $889K
153K $4.52M
PSEC
Prospect Capital Corp

Financial Services
435K
+ 16.84%
$4.1 - $4.45 $1.78M - $1.93M
3.01M $12.4M
NCA
Nuveen California Municipal Value Fund

Financial Services
104K
+ 6.39%
$8.41 - $8.73 $873K - $906K
1.73M $14.9M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
87.5K
+ 3.35%
$10.81 - $11.29 $946K - $988K
2.7M $29.4M
QTRX
Quanterix Corp

Healthcare
345K
+ 137.64%
$6.51 - $12.08 $2.25M - $4.17M
596K $3.88M
IPI
Intrepid Potash, Inc.

Basic Materials
27.3K
+ 49.8%
$21.7 - $30.32 $592K - $827K
82K $2.41M
AMBC
Ambac Financial Group Inc

Financial Services
360K
+ 72.31%
$8.25 - $12.41 $2.97M - $4.47M
858K $7.51M
EOLS
Evolus, Inc.

Healthcare
33.9K
+ 4.21%
$9.47 - $15.04 $321K - $510K
839K $10.1M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
13.4K
+ 19.29%
$92.03 - $93.95 $1.23M - $1.26M
82.8K $7.64M
GHRS
Gh Research PLC

Healthcare
11.8K
+ 4.44%
$7.91 - $17.99 $93.2K - $212K
277K $3.06M
TGB
Taseko Mines LTD

Basic Materials
338K
+ 23.05%
$1.83 - $2.52 $618K - $852K
1.8M $4.04M
PUI
Invesco Exchange Traded Fd Tr

ETFs
26.7K
+ 60.64%
$38.44 - $41.5 $1.03M - $1.11M
70.8K $2.9M
XYF
X Financial

Financial Services
68.5K
+ 209.7%
$7.11 - $16.1 $487K - $1.1M
101K $1.46M
JFIN
Jiayin Group Inc.

Communication Services
84.6K
+ 4597.94%
$6.53 - $14.84 $553K - $1.26M
86.5K $1.19M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
22K
+ 13.9%
$49.52 - $50.2 $1.09M - $1.1M
180K $9.01M
UFCS
United Fire Group Inc

Financial Services
31.2K
+ 12.53%
$24.78 - $29.72 $772K - $926K
280K $8.25M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
77.6K
+ 82.37%
$16.68 - $21.18 $1.29M - $1.64M
172K $2.96M
FBK
Fb Financial Corp

Financial Services
61.5K
+ 18.75%
$44.62 - $54.37 $2.74M - $3.34M
389K $18M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
74.7K
+ 8.94%
$9.95 - $10.71 $743K - $800K
910K $9.63M
GXG
Global X Msci Colombia

ETFs
41.4K
+ 3628.4%
$23.24 - $28.07 $962K - $1.16M
42.5K $1.17M
EHTH
E Health, Inc.

Financial Services
207K
+ 232.09%
$6.58 - $11.14 $1.36M - $2.31M
297K $1.98M
ECVT
Ecovyst Inc.

Basic Materials
341K
+ 50.22%
$6.2 - $8.42 $2.11M - $2.87M
1.02M $6.32M
RMR
Rmr Group Inc.

Real Estate
88.4K
+ 104.86%
$16.65 - $20.37 $1.47M - $1.8M
173K $2.88M
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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