Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
19.9K
+ 17.06%
$21.28 - $27.19 $424K - $541K
137K $3.71M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
14.4K
+ 6.9%
$34.34 - $40.99 $496K - $592K
224K $9.11M
TR
Tootsie Roll Industries Inc

Consumer Defensive
15.1K
+ 9.03%
$29.7 - $36.03 $450K - $546K
183K $6.12M
MPAA
Motorcar Parts America Inc

Consumer Cyclical
29.8K
+ 10.11%
$8.47 - $12.18 $252K - $363K
325K $3.64M
SAFT
Safety Insurance Group Inc

Financial Services
9.58K
+ 6.92%
$73.02 - $83.49 $699K - $800K
148K $11.8M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
56.8K
+ 64.57%
$9.05 - $12.22 $514K - $694K
145K $1.7M
ONTF
On24 Inc.

Technology
138K
+ 53.31%
$4.46 - $5.7 $615K - $786K
397K $2.15M
CGO
Calamos Global Total Return Fund

Financial Services
24.8K
+ 6.63%
$8.91 - $11.71 $221K - $291K
400K $4.68M
DFAX
Dimensional ETF Tr
15.2K
+ 13.54%
$23.37 - $29.39 $356K - $447K
128K $3.75M
IXC
Ishares Tr Global Energy ETF

ETFs
73.6K
+ 9.8%
$34.69 - $42.32 $2.55M - $3.12M
825K $32.4M
ELMD
Electromed, Inc.

Healthcare
40.4K
+ 83.27%
$19.34 - $24.19 $781K - $977K
88.9K $1.96M
JELD
Jeld Wen Holding, Inc.

Industrials
534K
+ 84.52%
$3.36 - $6.09 $1.79M - $3.25M
1.17M $4.57M
ORN
Orion Group Holdings Inc

Industrials
43.6K
+ 42.3%
$5.03 - $9.2 $219K - $401K
147K $1.33M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
31.9K
+ 6.05%
$17.8 - $20.34 $567K - $648K
558K $11.1M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
59.1K
+ 32.06%
$8.88 - $11.16 $525K - $659K
243K $2.68M
SLRC
Slr Investment Corp.

Financial Services
57.2K
+ 27.99%
$14.19 - $17.01 $811K - $972K
261K $4.22M
DSL
Double Line Income Solutions Fund

Financial Services
154K
+ 5.13%
$11.15 - $12.57 $1.71M - $1.93M
3.15M $38.6M
ICHR
Ichor Holdings, Ltd.

Technology
97K
+ 25.34%
$15.78 - $22.61 $1.53M - $2.19M
480K $9.43M
ONDS
Ondas Holdings Inc.

Technology
363K
+ 475.27%
$0.75 - $1.92 $273K - $698K
440K $844K
FFBC
First Financial Bancorp

Financial Services
60.4K
+ 6.19%
$22.05 - $25.19 $1.33M - $1.52M
1.04M $25.1M
AIVI
Kemiao Garment Holding Group

ETFs
11.2K
+ 22.54%
$39.72 - $49.07 $447K - $552K
61.1K $2.94M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
54.9K
+ 12.11%
$6.66 - $8.12 $365K - $446K
508K $4.13M
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
84.5K
+ 73.19%
$5.71 - $7.54 $483K - $637K
200K $1.51M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
51.1K
+ 19.09%
$13.46 - $16.77 $687K - $856K
318K $5.11M
AMTB
Amerant Bancorp Inc.

Financial Services
56.7K
+ 49.14%
$16.58 - $20.89 $940K - $1.18M
172K $3.14M
USAU
U.S. Gold Corp.

Basic Materials
49.7K
+ 104.85%
$7.91 - $14.11 $393K - $701K
97.1K $1.18M
HLIO
Helios Technologies, Inc.

Industrials
14.9K
+ 7.51%
$25.71 - $33.72 $383K - $503K
213K $7.12M
MBWM
Mercantile Bank Corp

Financial Services
9.4K
+ 9.0%
$38.53 - $46.41 $362K - $436K
114K $5.28M
WDIV
Spdr S&P Global Dividend ETF

ETFs
4.63K
+ 5.99%
$59.84 - $71.44 $277K - $331K
81.9K $5.78M
SSP
E.W. Scripps CO

Communication Services
260K
+ 27.25%
$1.93 - $3.12 $501K - $810K
1.21M $3.57M
PRME
Prime Medicine, Inc.
233K
+ 65.46%
$1.15 - $2.65 $267K - $616K
588K $1.45M
NOAH
Noah Holdings LTD

Financial Services
39.7K
+ 37.02%
$7.91 - $12.41 $314K - $493K
147K $1.76M
TRNS
Transcat Inc

Industrials
5.15K
+ 20.35%
$72.77 - $94.36 $375K - $486K
30.4K $2.62M
VKQ
Invesco Municipal Trust

Financial Services
129K
+ 14.36%
$9.02 - $9.76 $1.17M - $1.26M
1.03M $9.42M
CTMX
Cytom X Therapeutics, Inc.

Healthcare
279K
+ 459.89%
$0.43 - $2.99 $120K - $833K
339K $769K
VMD
Viemed Healthcare, Inc.

Healthcare
115K
+ 67.25%
$6.32 - $7.37 $725K - $845K
285K $1.97M
CVLG
Covenant Logistics Group, Inc.

Industrials
24.4K
+ 35.72%
$17.73 - $24.29 $432K - $592K
92.6K $2.23M
EVCM
Ever Commerce Inc.

Technology
63.3K
+ 51.16%
$9.32 - $11.37 $590K - $720K
187K $1.96M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
6.9K
+ 195.8%
$80.66 - $99.91 $556K - $689K
10.4K $1.04M
AINV
Apollo Investment Corp

Financial Services
64.1K
+ 3.52%
N/A
1.89M $21M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
24.1K
+ 6.5%
$12.84 - $15.5 $309K - $374K
395K $6.12M
FPI
Farmland Partners Inc.

Real Estate
46.4K
+ 9.76%
$9.8 - $11.79 $455K - $548K
522K $6.01M
ECBK
Ecb Bancorp, Inc.

Financial Services
45.6K
+ 1399.23%
$14.75 - $16.72 $673K - $763K
48.9K $755K
NGS
Natural Gas Services Group Inc

Energy
7.94K
+ 6.13%
$17.35 - $27.4 $138K - $218K
138K $3.55M
ESEA
Euroseas Ltd.

Industrials
13.8K
+ 246.98%
$27.2 - $46.78 $376K - $647K
19.4K $869K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
13.9K
+ 1.97%
$14.62 - $16.23 $203K - $226K
720K $11.7M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
186K
+ 255.77%
$3.02 - $3.59 $563K - $669K
259K $930K
WB
Weibo Corp

Communication Services
67.9K
+ 10.12%
$7.34 - $9.81 $499K - $667K
740K $7.05M
FLCH
Franklin Templeton ETF Tr

ETFs
31.4K
+ 194.38%
$17.74 - $21.96 $556K - $689K
47.5K $1.03M
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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