Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CTBI
Community Trust Bancorp Inc

Financial Services
17.6K
+ 16.72%
$45.64 - $53.22 $805K - $938K
123K $6.52M
ALHC
Alignment Healthcare, Inc.

Healthcare
515K
+ 39.59%
$13.7 - $19.78 $7.05M - $10.2M
1.81M $25.4M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
142K
+ 26.23%
$9.72 - $10.39 $1.38M - $1.47M
683K $6.77M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.95K
+ 0.72%
$52.31 - $63.72 $102K - $124K
272K $17.3M
PFS
Provident Financial Services Inc

Financial Services
41.8K
+ 3.3%
$14.69 - $17.98 $613K - $751K
1.31M $22.9M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
191K
+ 7.45%
$5.09 - $5.8 $974K - $1.11M
2.76M $16M
CASS
Cass Information Systems Inc

Industrials
26.9K
+ 41.93%
$39.19 - $44.2 $1.06M - $1.19M
91.1K $3.96M
ROCK
Gibraltar Industries, Inc.

Industrials
17.7K
+ 4.32%
$50.2 - $63.09 $886K - $1.11M
426K $25.1M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
36.1K
+ 23.58%
$22.08 - $24.18 $797K - $873K
189K $4.57M
CARE
Carter Bankshares, Inc.

Financial Services
55.8K
+ 31.66%
$13.86 - $17.55 $773K - $979K
232K $4.02M
SOCL
Global X Fds Global X Social M

ETFs
8.81K
+ 12.31%
$38.16 - $53.85 $336K - $474K
80.4K $4.29M
PALL
Abrdn Palladium ETF Trust

ETFs
995
+ 0.95%
$82.97 - $103.91 $82.6K - $103K
106K $10.7M
WETF
Wisdom Tree Investments, Inc.

Financial Services
210K
+ 9.72%
N/A
2.37M $13M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
168K
+ 19.05%
$9.7 - $10.52 $1.63M - $1.77M
1.05M $10.3M
MXI
Ishares Global Materials ETF

ETFs
7.45K
+ 5.48%
$71.63 - $86.87 $534K - $647K
143K $12.2M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.98K
+ 29.54%
$96.11 - $173.53 $383K - $691K
17.5K $3.03M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
11.3K
+ 0.19%
$8.45 - $9.78 $95.5K - $111K
6.04M $58.9M
NWBI
Northwest Bancshares, Inc.

Financial Services
31.3K
+ 3.27%
$10.9 - $12.84 $341K - $402K
987K $12.6M
HAFC
Hanmi Financial Corp

Financial Services
3.6K
+ 0.71%
$20.42 - $24.81 $73.6K - $89.4K
512K $12.6M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
26.3K
+ 427.56%
$35.95 - $42.85 $944K - $1.13M
32.4K $1.37M
OTTR
Otter Tail Corp

Utilities
31.4K
+ 7.86%
$74.62 - $81.76 $2.34M - $2.57M
431K $33.2M
IE
Ivanhoe Electric Inc.

Basic Materials
4.67K
+ 1.43%
$4.74 - $9.91 $22.1K - $46.3K
332K $3.01M
EMX
Emx Royalty Corp

Basic Materials
276K
+ 32.87%
$1.78 - $2.56 $491K - $707K
1.12M $2.81M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
98.2K
+ 14.11%
$18.94 - $22.97 $1.86M - $2.26M
794K $17M
EVEX
Eve Holding, Inc.

Industrials
6.93K
+ 2.37%
$3.19 - $6.86 $22.1K - $47.5K
299K $2.05M
TRC
Tejon Ranch CO

Industrials
56.4K
+ 52.33%
$15.16 - $17.3 $855K - $976K
164K $2.79M
TRIN
Trinity Capital Inc.

Financial Services
90.8K
+ 48.85%
$13.53 - $15.52 $1.23M - $1.41M
277K $3.9M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
47.9K
+ 8.78%
$25.57 - $26.34 $1.22M - $1.26M
593K $15.5M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
104K
+ 39.52%
$11.19 - $11.84 $1.17M - $1.23M
368K $4.17M
NPK
National Presto Industries Inc

Industrials
4.43K
+ 6.97%
$81.06 - $99.62 $359K - $441K
68K $6.66M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
157K
+ 6.21%
$14.51 - $15.62 $2.28M - $2.45M
2.68M $40.4M
CTRN
Citi Trends Inc

Consumer Cyclical
20.4K
+ 60.48%
$18.32 - $34.14 $374K - $698K
54.2K $1.81M
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
275K
+ 6697.12%
$2.55 - $3.93 $700K - $1.08M
279K $1.07M
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
3.91K
+ 0.43%
$9.1 - $11.73 $35.6K - $45.8K
914K $10.7M
NEP
Nextera Energy Partners, LP

Utilities
117K
+ 13.79%
N/A
964K $8.71M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
44.9K
+ 20.91%
$22.66 - $23.35 $1.02M - $1.05M
260K $6.03M
WEA
Western Asset Premier Bond Fund

Financial Services
153K
+ 8.96%
$10.28 - $11.05 $1.57M - $1.69M
1.86M $20.1M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
258K
+ 10.58%
$11.46 - $12.75 $2.96M - $3.29M
2.7M $31.7M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
12.3K
+ 12.41%
$61.48 - $65.6 $759K - $810K
112K $7.15M
KRT
Karat Packaging Inc.

Consumer Cyclical
34.8K
+ 120.72%
$23.78 - $31.98 $828K - $1.11M
63.7K $1.79M
TIXT
Telus International (Cda) Inc.

Technology
120K
+ 18.93%
$2.2 - $3.71 $263K - $443K
751K $2.73M
HAP
Vaneck ETF Tr Natural Resource

ETFs
15.8K
+ 16.47%
$43.16 - $52.92 $681K - $834K
111K $5.79M
FDM
First Trust Dow Jones Select M

ETFs
458
+ 0.44%
$55.48 - $71.63 $25.4K - $32.8K
105K $7.52M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
10.5K
+ 3.65%
$24.54 - $30.41 $258K - $320K
299K $9.08M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.34K
+ 5.68%
$71.62 - $94.66 $168K - $222K
43.6K $4.13M
MTRX
Matrix Service CO

Industrials
64K
+ 45.77%
$10.03 - $13.91 $642K - $890K
204K $2.75M
LWAY
Lifeway Foods, Inc.

Consumer Defensive
40.8K
+ 291.34%
$21.92 - $25.14 $895K - $1.03M
54.8K $1.35M
CAAP
Corporacion America Airports S.A.

Industrials
30.5K
+ 15.46%
$15.97 - $21.92 $487K - $669K
228K $4.62M
TIPT
Tiptree Inc.

Financial Services
46.1K
+ 27.1%
$20.69 - $24.18 $954K - $1.12M
216K $5.1M
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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