Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
15.7K
+ 2.82%
$19.51 - $23.9 $306K - $375K
573K $13.7M
CCI
Crown Castle International Corp

Real Estate
176K
+ 1.58%
$94.83 - $107.06 $16.7M - $18.8M
11.3M $1.16B
PGEN
Precigen, Inc.

Healthcare
1.01M
+ 97.56%
$1.17 - $1.62 $1.18M - $1.63M
2.04M $2.9M
PTLO
Portillo'S Inc.

Consumer Cyclical
126K
+ 23.76%
$10.34 - $13.35 $1.3M - $1.68M
656K $7.65M
CIVB
Civista Bancshares, Inc.

Financial Services
44K
+ 48.7%
$18.44 - $23.76 $812K - $1.05M
134K $3.12M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
43.4K
+ 9.81%
$13.46 - $16.8 $584K - $728K
485K $8.15M
FULC
Fulcrum Therapeutics, Inc.

Healthcare
28.8K
+ 10.09%
$2.51 - $7.38 $72.3K - $213K
314K $2.16M
FNDC
Schwab Fundamental Intl Small

ETFs
4.85K
+ 2.5%
$32.97 - $42.05 $160K - $204K
199K $8.38M
LINC
Lincoln Educational Services Corp

Consumer Defensive
2.96K
+ 1.68%
$15.32 - $23.8 $45.3K - $70.4K
179K $4.13M
ACRS
Aclaris Therapeutics, Inc.

Healthcare
1.12M
+ 46.56%
$1.08 - $1.63 $1.21M - $1.83M
3.54M $5.03M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
342K
+ 13.49%
$1.72 - $2.47 $588K - $845K
2.88M $6.93M
PNTG
Pennant Group, Inc.

Healthcare
14
+ 0.0%
$24.35 - $30.0 $341 - $420
281K $8.4M
EVO
Evotec Se

Healthcare
297K
+ 337.54%
$2.97 - $4.73 $883K - $1.41M
385K $1.62M
ALX
Alexanders Inc

Real Estate
4.4K
+ 21.58%
$193.54 - $232.53 $852K - $1.02M
24.8K $5.59M
AEHR
Aehr Test Systems

Technology
23.8K
+ 13.27%
$6.78 - $12.93 $161K - $308K
203K $2.63M
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
149K
+ 73.66%
$2.55 - $6.62 $381K - $989K
352K $2.04M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
106K
+ 5.78%
$14.83 - $16.07 $1.57M - $1.71M
1.94M $30.8M
DNLI
Denali Therapeutics Inc.

Healthcare
58.4K
+ 4.66%
$11.47 - $16.65 $670K - $973K
1.31M $18.4M
CNA
Cna Financial Corp

Financial Services
68.8K
+ 15.47%
$45.03 - $50.88 $3.1M - $3.5M
513K $23.9M
KOP
Koppers Holdings Inc.

Basic Materials
8.25K
+ 3.31%
$23.5 - $33.32 $194K - $275K
258K $8.28M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
50.9K
+ 17.44%
$7.79 - $11.67 $397K - $594K
343K $4M
PHG
Koninklijke Philips Nv

Healthcare
186K
+ 8.31%
$21.67 - $25.64 $4.02M - $4.76M
2.42M $58M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
4.76K
+ 1.05%
$51.81 - $61.79 $247K - $294K
459K $28.3M
JXI
Ishares Tr Global Utils ETF

ETFs
12.1K
+ 14.83%
$64.56 - $74.02 $781K - $895K
93.7K $6.91M
HYD
Vaneck High Yield Muni ETF

ETFs
51.4K
+ 3.81%
$49.08 - $51.35 $2.53M - $2.64M
1.4M $70.5M
EWCZ
European Wax Center, Inc.

Consumer Defensive
121K
+ 34.68%
$3.1 - $6.36 $376K - $772K
472K $2.65M
BRKL
Brookline Bancorp Inc

Financial Services
154K
+ 15.19%
$9.53 - $11.11 $1.47M - $1.71M
1.17M $12.3M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
26.5K
+ 88.81%
$45.68 - $47.4 $1.21M - $1.26M
56.4K $2.67M
SUZ
Suzano S.A.

Basic Materials
106K
+ 4.69%
$8.48 - $9.86 $896K - $1.04M
2.36M $22.2M
HTLD
Heartland Express Inc

Industrials
182K
+ 33.76%
$7.37 - $9.3 $1.34M - $1.7M
723K $6.25M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
134K
+ 4.08%
$10.51 - $11.34 $1.4M - $1.52M
3.41M $38.1M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
28.5K
+ 1.2%
$7.2 - $8.64 $205K - $246K
2.4M $20.3M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
63.1K
+ 123.27%
$19.44 - $19.88 $1.23M - $1.25M
114K $2.27M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
106K
+ 1.57%
$7.05 - $8.02 $749K - $852K
6.89M $55.2M
EVN
Eaton Vance Municipal Income Trust

Financial Services
126K
+ 12.43%
$9.82 - $10.45 $1.24M - $1.32M
1.14M $11.7M
OSPN
One Span Inc.

Technology
35.4K
+ 7.66%
$13.57 - $16.81 $480K - $595K
497K $8.3M
INT
World Fuel Services Corp

Energy
57K
+ 4.83%
N/A
1.24M $27.2M
QTRX
Quanterix Corp

Healthcare
175K
+ 29.43%
$4.28 - $6.72 $751K - $1.18M
771K $5.13M
SLDP
Solid Power, Inc.

Industrials
342K
+ 78.3%
$0.93 - $2.28 $318K - $779K
778K $1.7M
BRY
Berry Corp (Bry)

Energy
627K
+ 56.07%
$2.17 - $3.3 $1.36M - $2.07M
1.75M $4.84M
GRNT
Granite Ridge Resources, Inc.
185K
+ 88.21%
$4.69 - $6.66 $868K - $1.23M
395K $2.52M
DCOM
Dime Community Bancshares, Inc.

Financial Services
58.5K
+ 16.2%
$24.07 - $28.64 $1.41M - $1.68M
420K $11.3M
ESRT
Empire State Realty Trust, Inc.

Real Estate
123K
+ 14.38%
$6.79 - $8.71 $835K - $1.07M
978K $7.91M
IMKTA
Ingles Markets Inc

Consumer Defensive
23K
+ 17.14%
$59.82 - $65.64 $1.38M - $1.51M
157K $9.98M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
2.47K
+ 0.91%
$36.17 - $43.43 $89.3K - $107K
273K $11.7M
BVN
Buenaventura Mining CO Inc

Basic Materials
29.1K
+ 3.11%
$12.94 - $16.96 $377K - $494K
965K $15.8M
SBR
Sabine Royalty Trust

Energy
19.3K
+ 27.18%
$60.25 - $68.76 $1.16M - $1.33M
90.5K $6.03M
GLPG
Galapagos Nv

Healthcare
40.8K
+ 160.42%
$23.04 - $29.2 $939K - $1.19M
66.2K $1.85M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
12.3K
+ 14.91%
$71.89 - $88.34 $887K - $1.09M
95.1K $8.32M
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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