Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MATX
Matson, Inc.

Industrials
85K
+ 21.48%
$93.11 - $132.21 $7.91M - $11.2M
481K $53.5M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
221K
+ 13.57%
$78.47 - $92.25 $17.3M - $20.4M
1.85M $150M
UHS
Universal Health Services Inc

Healthcare
36.8K
+ 6.42%
$157.05 - $197.94 $5.78M - $7.28M
610K $110M
MLR
Miller Industries Inc

Consumer Cyclical
55K
+ 32.91%
$38.99 - $47.29 $2.14M - $2.6M
222K $9.87M
TRN
Trinity Industries Inc

Industrials
141K
+ 14.51%
$24.11 - $28.86 $3.4M - $4.07M
1.11M $30.1M
BHF
Brighthouse Financial, Inc.

Financial Services
90.4K
+ 18.42%
$47.29 - $61.15 $4.27M - $5.53M
581K $31.3M
ACVA
Acv Auctions Inc.

Consumer Cyclical
74.2K
+ 9.98%
$12.82 - $17.04 $951K - $1.26M
818K $13.3M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
28.2K
+ 9.83%
$35.46 - $44.91 $999K - $1.26M
315K $13.9M
ITOS
I Teos Therapeutics, Inc.

Healthcare
178K
+ 70.96%
$5.04 - $10.2 $898K - $1.82M
429K $4.28M
CROX
Crocs, Inc.

Consumer Cyclical
53.5K
+ 9.95%
$88.67 - $120.26 $4.74M - $6.43M
591K $59.8M
PRCT
Procept Bio Robotics Corp

Healthcare
54K
+ 10.34%
$48.82 - $65.05 $2.64M - $3.51M
576K $33.2M
NNI
Nelnet Inc

Financial Services
17.3K
+ 26.33%
$101.27 - $121.3 $1.75M - $2.1M
83K $10.1M
JPEM
Jp Morgan Diversified Return

ETFs
35.2K
+ 16.74%
$48.41 - $56.7 $1.71M - $2M
246K $13.9M
BBAX
J P Morgan Betabuilders Develo

ETFs
22.8K
+ 8.75%
$42.69 - $54.65 $972K - $1.24M
283K $15.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
13.1K
+ 1.8%
$66.87 - $79.47 $874K - $1.04M
738K $58.6M
RXST
Rx Sight, Inc.

Healthcare
595K
+ 146.5%
$13.0 - $26.12 $7.74M - $15.6M
1M $13M
EIC
Eagle Point Income CO Inc.

N/A
208K
+ 344.14%
$12.8 - $15.19 $2.66M - $3.15M
268K $3.66M
HEAR
Turtle Beach Corp

Technology
203K
+ 41.78%
N/A
687K $9.32M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
2.87K
+ 0.15%
$19.16 - $23.81 $55K - $68.3K
1.87M $44.6M
SHYF
Shyft Group, Inc.

Industrials
91.6K
+ 25.67%
$7.13 - $12.64 $653K - $1.16M
449K $5.62M
SPTS
Spdr Portfolio Short Term Trea

ETFs
90.3K
+ 5.39%
$29.07 - $29.38 $2.63M - $2.65M
1.77M $51.8M
IYLD
Ishares Tr Ishares Morningstar

ETFs
125K
+ 69.0%
$19.19 - $20.76 $2.39M - $2.59M
305K $6.34M
IBEX
Ibex LTD

Technology
72.6K
+ 57.92%
$22.5 - $30.55 $1.63M - $2.22M
198K $5.76M
AMSF
Amerisafe Inc

Financial Services
61.7K
+ 7.57%
N/A
876K $38.4M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
593K
+ 41.39%
$3.75 - $4.3 $2.22M - $2.55M
2.03M $8.69M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
137K
+ 25751.98%
$10.8 - $19.72 $1.48M - $2.7M
137K $2.71M
MCB
Metropolitan Bank Holding Corp.

Financial Services
12.4K
+ 9.47%
$48.93 - $70.14 $606K - $868K
143K $10M
AIP
Arteris, Inc.

Technology
245K
+ 189.44%
$5.59 - $9.91 $1.37M - $2.43M
375K $3.57M
WTMF
Wisdomtree Tr Managed Futures

ETFs
41.8K
+ 4.11%
$32.91 - $35.38 $1.37M - $1.48M
1.06M $37.3M
SANA
Sana Biotechnology, Inc.

Healthcare
654K
+ 79.22%
$1.34 - $2.97 $877K - $1.94M
1.48M $4.04M
SCHR
Schwab Intermediate Term Us Tr

ETFs
97.7K
+ 8.38%
$24.54 - $25.07 $2.4M - $2.45M
1.26M $31.6M
RWR
Spdr Dow Jones Reit ETF

ETFs
36K
+ 11.6%
$86.33 - $99.71 $3.11M - $3.59M
347K $33.4M
TBPH
Theravance Biopharma, Inc.

Healthcare
166K
+ 43.02%
$8.32 - $11.25 $1.38M - $1.86M
551K $6.07M
HDSN
Hudson Technologies Inc

Basic Materials
187K
+ 32.98%
$5.25 - $8.12 $984K - $1.52M
756K $6.14M
ZD
Ziff Davis, Inc.

Communication Services
193K
+ 43.82%
$29.53 - $38.63 $5.69M - $7.45M
633K $19.2M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
10.1K
+ 2.5%
$40.79 - $50.93 $412K - $514K
414K $21.1M
IFV
First Trust Dorsey Wright Inte

ETFs
9.28K
+ 1.13%
$17.98 - $22.92 $167K - $213K
828K $19M
LPRO
Open Lending Corp

Financial Services
1.46M
+ 493.29%
$0.83 - $2.27 $1.22M - $3.32M
1.76M $3.42M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
45.5K
+ 6.17%
$24.63 - $29.39 $1.12M - $1.34M
782K $22.6M
ALK
Alaska Air Group, Inc.

Industrials
42.5K
+ 2.36%
$41.01 - $54.88 $1.74M - $2.33M
1.85M $91.4M
STOT
Spdr Doubleline Short Duration

ETFs
54.1K
+ 52.81%
$46.87 - $47.35 $2.54M - $2.56M
157K $7.42M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
102K
+ 30.91%
$22.15 - $23.69 $2.26M - $2.41M
431K $10.2M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
116K
+ 42.55%
$17.53 - $18.91 $2.03M - $2.19M
388K $7.34M
UCO
Pro Shares Trust Ii

ETFs
123K
+ 285.38%
$18.66 - $27.87 $2.3M - $3.43M
166K $3.73M
LZB
La Z Boy Inc

Consumer Cyclical
88.7K
+ 22.71%
$35.67 - $44.28 $3.16M - $3.93M
479K $17.8M
VICR
Vicor Corp

Technology
64.4K
+ 24.44%
$39.41 - $51.91 $2.54M - $3.34M
328K $14.9M
FLO
Flowers Foods Inc

Consumer Defensive
540K
+ 26.9%
$15.86 - $19.21 $8.56M - $10.4M
2.55M $40.7M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
115K
+ 83.05%
$17.58 - $21.07 $2.02M - $2.42M
253K $5.26M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
5.84K
+ 2.35%
$140.84 - $163.09 $823K - $953K
254K $41.4M
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
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