Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DH
Definitive Healthcare Corp.

Healthcare
230K
+ 17.37%
$2.45 - $4.0 $563K - $919K
1.55M $6.05M
GBDC
Golub Capital Bdc, Inc.

Financial Services
233K
+ 9.69%
$13.03 - $15.28 $3.03M - $3.55M
2.63M $38.6M
YEXT
Yext, Inc.

Technology
112K
+ 20.62%
$5.61 - $8.97 $629K - $1.01M
656K $5.58M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
196K
+ 24.92%
$7.81 - $9.04 $1.53M - $1.77M
981K $8.87M
NMM
Navios Maritime Partners L.P.

Industrials
85.1K
+ 13.19%
$29.54 - $41.39 $2.51M - $3.52M
730K $27.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
23.6K
+ 7.12%
$94.78 - $95.97 $2.23M - $2.26M
354K $34M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
103K
+ 15.66%
$27.94 - $35.91 $2.87M - $3.69M
759K $24M
RIGS
Riverfront Strategic Income Fd

ETFs
91.4K
+ 19.21%
$22.2 - $23.41 $2.03M - $2.14M
567K $13.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
80K
+ 2.68%
$49.12 - $50.93 $3.93M - $4.07M
3.06M $152M
WSFS
Wsfs Financial Corp

Financial Services
16K
+ 3.82%
$45.9 - $55.54 $736K - $890K
435K $23.9M
KXI
Ishares Tr Global Consumer Sta

ETFs
27.2K
+ 9.65%
$60.73 - $67.45 $1.65M - $1.84M
309K $20.2M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
737
+ 0.73%
$69.8 - $94.88 $51.4K - $69.9K
102K $9.7M
SIBN
Si Bone, Inc.

Healthcare
44.3K
+ 16.21%
$13.05 - $19.71 $579K - $874K
318K $5.98M
PSNL
Personalis, Inc.

Healthcare
66.5K
+ 11.88%
$3.0 - $6.57 $200K - $437K
626K $4.11M
PWP
Perella Weinberg Partners

Financial Services
82.1K
+ 15.31%
$15.45 - $19.88 $1.27M - $1.63M
618K $12M
IBRX
Immunity Bio, Inc.

Healthcare
1.08M
+ 56.84%
$1.89 - $3.44 $2.04M - $3.71M
2.97M $7.85M
NVCR
Novo Cure LTD

Healthcare
121K
+ 19.74%
$15.37 - $19.4 $1.85M - $2.34M
732K $13M
ODC
Oil Dri Corp Of America

Basic Materials
27.9K
+ 74.44%
$41.52 - $59.78 $1.16M - $1.67M
65.3K $3.85M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
106K
+ 15.23%
$20.01 - $20.15 $2.12M - $2.14M
802K $16.1M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
19.1K
+ 11.99%
$55.86 - $68.61 $1.07M - $1.31M
178K $12.2M
EMLP
First Tr Exchange Traded Iv

ETFs
47.5K
+ 0.27%
$33.62 - $37.89 $1.6M - $1.8M
17.3M $650M
UNTY
Unity Bancorp Inc

Financial Services
37.8K
+ 70.72%
$38.73 - $47.19 $1.46M - $1.78M
91.2K $4.29M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
89.3K
+ 2.14%
N/A
4.27M $101M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.91K
+ 2.76%
$61.08 - $74.04 $544K - $660K
332K $24.5M
KORP
American Centy ETF Tr Diversif

ETFs
36.4K
+ 3.06%
$45.37 - $47.07 $1.65M - $1.71M
1.23M $57.7M
FC
Franklin Covey CO

Industrials
97.9K
+ 360.85%
$19.64 - $28.0 $1.92M - $2.74M
125K $2.85M
PRLB
Proto Labs Inc

Industrials
1.02K
+ 0.25%
$31.12 - $41.64 $31.6K - $42.3K
413K $16.5M
AMRC
Ameresco, Inc.

Industrials
39.9K
+ 8.31%
$8.66 - $16.53 $345K - $659K
520K $7.9M
FARO
Faro Technologies Inc

Technology
1.36K
+ 1.11%
$23.15 - $43.99 $31.4K - $59.7K
124K $5.43M
UDMY
Udemy, Inc.

Consumer Defensive
367K
+ 54.87%
$5.78 - $7.9 $2.12M - $2.9M
1.04M $7.28M
CLPT
Clear Point Neuro, Inc.

Healthcare
174K
+ 110.37%
$10.51 - $14.71 $1.83M - $2.56M
332K $3.97M
NMAI
Nuveen Multi Asset Income Fund

ETFs
134K
+ 20.67%
$10.75 - $12.65 $1.44M - $1.69M
782K $9.88M
ICF
Ishares Tr

ETFs
42.5K
+ 3.06%
$54.56 - $62.47 $2.32M - $2.65M
1.43M $87.6M
OIS
Oil States International, Inc

Energy
350K
+ 36.51%
$3.25 - $5.62 $1.14M - $1.97M
1.31M $7.02M
ITIC
Investors Title CO

Financial Services
12.3K
+ 69.47%
$193.09 - $252.2 $2.38M - $3.11M
30.1K $6.35M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
42.4K
+ 102.58%
$45.58 - $48.28 $1.93M - $2.05M
83.8K $4.05M
OEC
Orion Engineered Carbons S.A.

Basic Materials
256K
+ 102.12%
$10.03 - $12.65 $2.57M - $3.24M
506K $5.31M
CMCO
Columbus Mckinnon Corp

Industrials
215K
+ 29.43%
$12.68 - $18.23 $2.73M - $3.92M
946K $14.4M
IFS
Intercorp Financial Services Inc.

Financial Services
8.64K
+ 2.5%
$29.66 - $38.13 $256K - $330K
355K $13.5M
RMR
Rmr Group Inc.

Real Estate
129K
+ 74.62%
$13.89 - $16.68 $1.79M - $2.15M
302K $4.93M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
115K
+ 10.02%
$14.87 - $23.57 $1.7M - $2.7M
1.26M $23.3M
GNK
Genco Shipping & Trading LTD

Industrials
168K
+ 32.47%
$11.36 - $14.56 $1.91M - $2.45M
686K $8.97M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
25.2K
+ 1.95%
$41.9 - $50.31 $1.06M - $1.27M
1.32M $63.5M
PCEF
Invesco Cef Income Composite E

ETFs
27.8K
+ 1.3%
$16.85 - $19.54 $468K - $543K
2.17M $42.5M
TFSL
Tfs Financial Corp

Financial Services
142K
+ 46.02%
$11.62 - $13.54 $1.65M - $1.92M
451K $5.84M
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
51.9K
+ 9.4%
$8.91 - $14.41 $462K - $747K
604K $7.85M
BBSI
Barrett Business Services Inc

Industrials
45.8K
+ 24.77%
$38.05 - $42.61 $1.74M - $1.95M
231K $9.61M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
59.9K
+ 19.87%
$16.1 - $20.85 $964K - $1.25M
361K $7.53M
UPS
United Parcel Service Inc

Industrials
814K
+ 9.19%
$91.92 - $110.2 $74.8M - $89.7M
9.67M $976M
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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