Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZI
Zoom Info Technologies Inc.

Technology
147K
+ 6.98%
$7.41 - $10.31 $1.09M - $1.52M
2.25M $22.9M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
434K
+ 6.33%
$13.74 - $15.66 $5.97M - $6.8M
7.3M $109M
SIGA
Siga Technologies Inc

Healthcare
229K
+ 78.2%
$5.22 - $6.56 $1.2M - $1.5M
522K $3.4M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.47K
+ 0.26%
$22.61 - $26.12 $55.8K - $64.5K
935K $24.4M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
34.2K
+ 19.01%
$49.54 - $50.53 $1.69M - $1.73M
214K $10.8M
NBN
Northeast Bk Lewiston Me Com

Financial Services
21.9K
+ 32.21%
$80.61 - $92.41 $1.77M - $2.03M
90.1K $8.01M
DFIV
Dimensional ETF Tr

ETFs
29.7K
+ 20.31%
$34.67 - $43.21 $1.03M - $1.28M
176K $7.53M
MCR
Mfs Charter Income Trust

Financial Services
167K
+ 2.1%
$5.89 - $6.36 $983K - $1.06M
8.11M $51.6M
TGS
Gas Transporter Of The South Inc

Energy
73.5K
+ 30.01%
$21.74 - $31.88 $1.6M - $2.34M
318K $8.24M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
8.54K
+ 3.3%
$21.88 - $31.06 $187K - $265K
267K $8.22M
ATXS
Astria Therapeutics, Inc.

Healthcare
326K
+ 162.74%
$3.75 - $5.99 $1.22M - $1.95M
526K $2.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
312K
+ 1.36%
$48.13 - $49.85 $15M - $15.6M
23.3M $1.14B
CMMB
Chemomab Therapeutics Ltd.

Healthcare
1.5M
+ 1277.72%
$0.94 - $1.42 $1.41M - $2.13M
1.61M $1.87M
UVSP
Univest Financial Corp

Financial Services
45.3K
+ 20.06%
$25.3 - $31.35 $1.15M - $1.42M
271K $8.14M
NAVI
Navient Corp

Financial Services
20.2K
+ 2.04%
$10.76 - $14.33 $217K - $289K
1.01M $14.2M
IIIN
Insteel Industries Inc

Industrials
2.98K
+ 2.0%
$23.76 - $37.75 $70.7K - $112K
152K $5.66M
QDF
Flexshares Quality Dividend In

ETFs
7.92K
+ 3.3%
$59.99 - $73.18 $475K - $579K
248K $18.1M
VMO
Invesco Municipal Opportunity Trust

Financial Services
207K
+ 37.5%
$9.0 - $9.58 $1.86M - $1.98M
759K $6.97M
YYY
Amplify ETF Tr High Income ETF

ETFs
87.6K
+ 3.74%
$10.18 - $11.74 $892K - $1.03M
2.43M $28.5M
BLFS
Biolife Solutions Inc

Healthcare
105K
+ 25.14%
$20.64 - $25.27 $2.17M - $2.66M
523K $11.3M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
44.1K
+ 36.25%
$22.65 - $28.29 $998K - $1.25M
166K $4.68M
EQAL
Invesco ETF

ETFs
29.5K
+ 23.47%
$41.38 - $49.24 $1.22M - $1.45M
155K $7.65M
OPRX
Optimize Rx Corp

Healthcare
48.6K
+ 22.46%
$7.44 - $15.44 $361K - $750K
265K $3.57M
CLFD
Clearfield, Inc.

Technology
12.4K
+ 14.74%
$25.24 - $43.41 $314K - $540K
96.8K $4.2M
TOLZ
Dj Brookfield Global

ETFs
22.9K
+ 6.02%
$48.57 - $54.85 $1.11M - $1.26M
404K $21.7M
CMPO
Compo Secure, Inc.

Industrials
61.8K
+ 24.44%
$9.65 - $14.46 $596K - $893K
314K $4.43M
USA
Liberty All Star Equity Fund

Financial Services
122K
+ 3.7%
$5.9 - $6.81 $717K - $828K
3.41M $23.2M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
56.9K
+ 1.07%
$9.86 - $10.92 $561K - $621K
5.35M $58.4M
FGM
First Trust Germany Alphadex F

ETFs
28.8K
+ 670.17%
$41.75 - $56.36 $1.2M - $1.62M
33.1K $1.87M
WNC
Wabash National Corp

Industrials
178K
+ 32.4%
$6.91 - $11.2 $1.23M - $1.99M
727K $7.73M
VIV
Telefonica Brasil S.A.

Communication Services
17.3K
+ 3.16%
$8.28 - $11.4 $143K - $197K
563K $6.42M
TBF
Proshares Trust Short 20+ Trea

ETFs
68.4K
+ 6856.77%
$23.03 - $25.48 $1.57M - $1.74M
69.4K $1.68M
OMC
Omnicom Group Inc.

Communication Services
580K
+ 15.88%
$69.22 - $79.77 $40.2M - $46.3M
4.24M $305M
CSV
Carriage Services Inc

Consumer Cyclical
8.47K
+ 4.72%
$36.26 - $46.06 $307K - $390K
188K $8.59M
GOTU
Gaotu Techedu Inc.

Consumer Defensive
249K
+ 12.15%
$2.6 - $4.04 $648K - $1.01M
2.3M $8.3M
FBNC
First Bancorp

Financial Services
8.59K
+ 2.7%
$36.02 - $44.09 $309K - $379K
327K $14.4M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
67.4K
+ 68.61%
$22.36 - $23.73 $1.51M - $1.6M
166K $3.93M
JRVR
James River Group Holdings, Ltd.

Financial Services
212K
+ 92.22%
$3.96 - $6.18 $840K - $1.31M
442K $2.59M
STC
Stewart Information Services Corp

Financial Services
52K
+ 18.47%
$59.82 - $72.65 $3.11M - $3.78M
333K $21.7M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
27.4K
+ 5.96%
$29.61 - $35.32 $812K - $969K
488K $15.8M
CHCO
City Holding CO

Financial Services
5.18K
+ 2.63%
$108.93 - $123.42 $564K - $639K
202K $24.8M
QCRH
Qcr Holdings Inc

Financial Services
26.5K
+ 43.47%
$63.6 - $71.9 $1.69M - $1.91M
87.5K $5.94M
CRMT
Americas Carmart Inc

Consumer Cyclical
16.8K
+ 28.09%
$43.5 - $57.74 $732K - $972K
76.8K $4.3M
AGQ
Pro Shares Trust Ii

ETFs
32.7K
+ 200.41%
$33.07 - $50.62 $1.08M - $1.66M
49K $2.33M
RUM
Rumble Inc.

Technology
125K
+ 53.51%
$6.94 - $10.56 $870K - $1.32M
359K $3.23M
MASS
908 Devices Inc.

Healthcare
22.6K
+ 4.26%
$3.63 - $7.97 $82.2K - $180K
554K $3.95M
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
306K
+ 158.6%
$4.22 - $6.0 $1.29M - $1.84M
499K $2.61M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
228K
+ 5.09%
$13.96 - $16.51 $3.18M - $3.76M
4.7M $76.5M
MNKD
Mannkind Corp

Healthcare
1.02M
+ 58.38%
$3.71 - $5.04 $3.77M - $5.12M
2.76M $10.3M
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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