Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUOT
Duos Technologies Group, Inc.

Technology
133K
+ 400.91%
$4.14 - $9.0 $549K - $1.19M
166K $1.19M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
30.7K
+ 1.7%
$7.2 - $8.65 $221K - $266K
1.84M $15.9M
NTST
Netstreit Corp.

Real Estate
32.2K
+ 7.94%
$14.61 - $16.95 $471K - $546K
438K $7.41M
GAB
Gabelli Equity Trust Inc

Financial Services
39.9K
+ 1.64%
$4.97 - $5.87 $198K - $234K
2.46M $14.3M
INGN
Inogen Inc

Healthcare
147K
+ 27.71%
$5.75 - $7.32 $847K - $1.08M
679K $4.77M
BLW
Blackrock LTD Duration Income Trust

Financial Services
56.2K
+ 1.25%
$12.75 - $14.21 $717K - $799K
4.57M $64.7M
BYND
Beyond Meat, Inc.

Consumer Defensive
190K
+ 26.84%
$2.28 - $3.49 $433K - $662K
897K $3.13M
MPV
Barings Participation Investors

Financial Services
9.38K
+ 2.98%
$15.85 - $20.11 $149K - $189K
324K $6.51M
TUR
Ishares Msci Turkey ETF

ETFs
33.8K
+ 14.52%
$29.96 - $32.89 $1.01M - $1.11M
266K $8.6M
FATE
Fate Therapeutics Inc

Healthcare
194K
+ 8.64%
$0.68 - $1.67 $132K - $323K
2.43M $2.73M
IEP
Icahn Enterprises L.P.

Industrials
217K
+ 27.57%
$7.81 - $9.75 $1.7M - $2.12M
1M $8.08M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
41.9K
+ 28.67%
$22.22 - $22.92 $930K - $960K
188K $4.27M
RPAY
Repay Holdings Corp

Technology
385K
+ 31.7%
$3.71 - $5.77 $1.43M - $2.22M
1.6M $7.72M
CBNK
Capital Bancorp Inc

Financial Services
20.5K
+ 42.56%
$26.11 - $33.58 $535K - $689K
68.7K $2.31M
RAIL
Freight Car America, Inc.

Industrials
56.6K
+ 38.66%
$4.45 - $8.95 $252K - $507K
203K $1.75M
BFST
Business First Bancshares, Inc.

Financial Services
36.7K
+ 30.49%
$21.5 - $24.92 $788K - $914K
157K $3.87M
PHI
Pldt Inc.

Communication Services
46.8K
+ 6.08%
$20.74 - $23.86 $971K - $1.12M
816K $17.8M
THFF
First Financial Corp

Financial Services
12.6K
+ 27.49%
$42.72 - $54.21 $540K - $685K
58.6K $3.18M
CTKB
Cytek Biosciences, Inc.

Healthcare
405K
+ 54.28%
$2.42 - $3.99 $979K - $1.61M
1.15M $3.91M
VTEX
Vtex

Technology
101K
+ 62.9%
$4.45 - $6.68 $451K - $676K
262K $1.73M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.06K
+ 4.17%
$44.8 - $53.97 $361K - $435K
201K $10.9M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
16.4K
+ 84.0%
$40.73 - $50.06 $667K - $820K
35.9K $1.8M
IRMD
Iradimed Corp

Healthcare
4.6K
+ 5.3%
$48.67 - $60.8 $224K - $280K
91.5K $5.47M
CURI
Curiosity Stream Inc.

Communication Services
144K
+ 438.07%
$2.37 - $6.97 $341K - $1M
177K $994K
USNZ
Dbx ETF Tr Xtrackers Net Zero

ETFs
23.2K
New
$31.29 - $39.15 $725K - $907K
23.2K $906K
TALK
Talkspace, Inc.

Healthcare
293K
+ 76.86%
$2.58 - $3.35 $755K - $981K
674K $1.87M
API
Agora, Inc.

Technology
256K
+ 64.64%
$2.61 - $4.04 $669K - $1.04M
653K $2.49M
AMWD
American Woodmark Corp

Consumer Cyclical
33.7K
+ 20.32%
$50.27 - $61.67 $1.69M - $2.08M
200K $10.6M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
13.7K
+ 8.63%
$24.6 - $29.86 $338K - $410K
173K $5.09M
HEWJ
Ishares Currency Hedged Msci J

ETFs
3.81K
+ 1.52%
$36.78 - $45.25 $140K - $173K
254K $11.4M
VCV
Invesco California Value Municipal Income Trust

Financial Services
132K
+ 6.5%
$9.66 - $10.94 $1.27M - $1.44M
2.16M $22.4M
STBA
S&T Bancorp Inc

Financial Services
15.8K
+ 4.28%
$32.89 - $38.76 $519K - $612K
384K $14.5M
WGO
Winnebago Industries Inc

Consumer Cyclical
105K
+ 26.47%
$28.24 - $37.27 $2.96M - $3.9M
501K $14.5M
CANG
Cango Inc.

Consumer Cyclical
160K
+ 170.35%
$3.41 - $5.24 $546K - $840K
254K $1.23M
FISI
Financial Institutions Inc

Financial Services
27.7K
+ 12.36%
$21.43 - $27.23 $593K - $753K
252K $6.46M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
168K
+ 6.64%
$11.35 - $12.45 $1.91M - $2.09M
2.7M $32.3M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
618
+ 0.05%
$20.46 - $21.89 $12.6K - $13.5K
1.29M $28.2M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
5.75K
+ 13.12%
$66.99 - $83.47 $385K - $480K
49.6K $4.14M
CLBK
Columbia Financial, Inc.

Financial Services
67.6K
+ 26.84%
$13.07 - $15.57 $884K - $1.05M
320K $4.64M
CCSI
Consensus Cloud Solutions, Inc.

Technology
37.2K
+ 53.68%
$18.19 - $23.53 $677K - $876K
107K $2.46M
LXU
Lsb Industries, Inc.

Basic Materials
83.9K
+ 50.23%
$4.98 - $8.66 $418K - $726K
251K $1.96M
PGC
Peapack Gladstone Financial Corp

Financial Services
30.9K
+ 29.34%
$24.64 - $29.4 $760K - $907K
136K $3.84M
LOVE
Lovesac CO

Consumer Cyclical
46.8K
+ 21.36%
$12.47 - $21.34 $583K - $998K
266K $4.84M
FNDB
Schwab Fundamental U S Broad M

ETFs
21.1K
+ 5.87%
$20.36 - $23.98 $430K - $506K
381K $9.14M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
20.9K
+ 3.25%
$40.41 - $40.68 $843K - $849K
663K $27M
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
4.94K
+ 7.69%
$66.04 - $80.36 $326K - $397K
69.1K $5.54M
CPK
Chesapeake Utilities Corp

Utilities
26.2K
+ 9.36%
$116.0 - $135.5 $3.04M - $3.55M
306K $36.8M
IIIV
I3 Verticals, Inc.

Technology
16.3K
+ 11.42%
$22.76 - $27.48 $371K - $448K
159K $4.37M
PGNY
Progyny, Inc.

Healthcare
57.6K
+ 4.69%
$20.52 - $23.42 $1.18M - $1.35M
1.29M $28.3M
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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