Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SWIM
Latham Group, Inc.

Industrials
63.5K
+ 39.62%
$4.72 - $6.76 $300K - $430K
224K $1.43M
BCV
Bancroft Fund LTD

Financial Services
13.8K
+ 15.08%
$15.82 - $18.9 $218K - $260K
105K $1.99M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
1.86K
+ 3.63%
$38.26 - $49.33 $71.3K - $92K
53.2K $2.63M
PSTL
Postal Realty Trust, Inc.

Real Estate
19.3K
+ 8.17%
$12.59 - $15.36 $243K - $297K
256K $3.77M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
31.4K
+ 24.01%
$15.08 - $16.68 $473K - $524K
162K $2.56M
ADV
Advantage Solutions Inc.

Communication Services
340K
+ 106.48%
$1.09 - $1.65 $370K - $560K
659K $869K
SFST
Southern First Bancshares Inc

Financial Services
3.03K
+ 5.72%
$30.61 - $38.65 $92.8K - $117K
56.1K $2.13M
NIU
Niu Technologies

Consumer Cyclical
260K
+ 38.29%
$2.76 - $4.18 $718K - $1.09M
939K $3.16M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22.1K
+ 9.35%
$18.94 - $21.67 $419K - $479K
259K $5.47M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.95K
+ 26.47%
$28.68 - $33.09 $285K - $329K
47.5K $1.52M
PML
Pimco Municipal Income Fund Ii

Financial Services
164K
+ 12.7%
$7.29 - $8.14 $1.2M - $1.34M
1.46M $10.9M
BWFG
Bankwell Financial Group, Inc.

Financial Services
6.64K
+ 27.11%
$27.71 - $36.46 $184K - $242K
31.1K $1.12M
CNDT
Conduent Inc

Technology
184K
+ 10.52%
$1.97 - $2.81 $363K - $517K
1.93M $5.11M
CVY
Invesco Exchange Traded Fd Tr

ETFs
12.9K
+ 10.52%
$22.24 - $25.88 $287K - $334K
136K $3.5M
LTC
Ltc Properties Inc

Real Estate
27.8K
+ 4.0%
$32.83 - $36.24 $911K - $1.01M
721K $24.9M
PDN
Invesco Fd Tr

ETFs
3.66K
+ 8.42%
$30.37 - $38.92 $111K - $142K
47.1K $1.83M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
31.5K
+ 111.61%
$12.43 - $18.91 $391K - $595K
59.7K $780K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
49.8K
+ 14.59%
$9.54 - $10.33 $476K - $515K
391K $3.84M
FF
Future Fuel Corp.

Basic Materials
97.8K
+ 36.64%
$3.85 - $4.3 $377K - $421K
365K $1.42M
SCS
Steelcase Inc

Industrials
74.6K
+ 9.79%
$9.42 - $11.46 $703K - $855K
837K $8.73M
AEYE
Audioeye Inc

Technology
30.6K
+ 100.13%
$9.95 - $14.05 $305K - $430K
61.2K $712K
LAW
Cs Disco, Inc.

Technology
80.3K
+ 104.67%
$3.41 - $4.45 $274K - $357K
157K $686K
TBI
True Blue, Inc.

Industrials
29.2K
+ 11.94%
N/A
273K $3.48M
AFYA
Afya LTD

Consumer Defensive
21.2K
+ 19.94%
$16.61 - $19.61 $352K - $416K
127K $2.28M
JPUS
Jpmorgan Diversified Return Us

ETFs
2.02K
+ 4.63%
$102.8 - $118.19 $208K - $239K
45.7K $5.4M
LUCD
Lucid Diagnostics Inc.

Healthcare
355K
+ 318.16%
$1.09 - $1.65 $387K - $586K
467K $536K
ZVIA
Zevia Pbc

Consumer Defensive
103K
+ 303.26%
$2.02 - $3.64 $209K - $377K
138K $442K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
2.17K
+ 1.18%
$9.57 - $11.9 $20.8K - $25.9K
187K $2.2M
USVM
Victory Portfolios Ii Victorys

ETFs
4.22K
+ 166.42%
$69.28 - $84.0 $292K - $354K
6.75K $566K
GHRS
Gh Research PLC

Healthcare
3.75K
+ 1.35%
$8.66 - $13.79 $32.5K - $51.7K
281K $3.43M
SSO
Proshares Ultra S&P 500

ETFs
3.42K
+ 159.65%
$64.8 - $97.72 $221K - $334K
5.56K $543K
NOTV
Inotiv, Inc.

Healthcare
204K
+ 1313.73%
$1.41 - $3.01 $287K - $614K
219K $399K
MINO
Pimco ETF Tr Municipal Income

ETFs
8.26K
+ 826100.0%
$43.42 - $45.15 $359K - $373K
8.26K $365K
SMPL
Simply Good Foods CO

Consumer Defensive
79.8K
+ 10.72%
$31.59 - $38.0 $2.52M - $3.03M
824K $26M
ICCC
Immucell Corp

Healthcare
28K
+ 36.4%
$4.81 - $7.6 $135K - $213K
105K $730K
AURA
Aura Biosciences, Inc.

Healthcare
50.8K
+ 51.12%
$4.9 - $6.97 $249K - $354K
150K $940K
GXG
Global X Msci Colombia

ETFs
10.4K
+ 24.5%
$24.56 - $30.01 $256K - $313K
53K $1.53M
OLP
One Liberty Properties Inc

Real Estate
26.3K
+ 23.17%
$23.24 - $26.54 $612K - $699K
140K $3.34M
POET
Poet Technologies Inc.

Technology
59.6K
+ 203.65%
$3.21 - $5.45 $191K - $325K
88.9K $463K
WEYS
Weyco Group Inc

Consumer Cyclical
9.01K
+ 47.1%
$27.2 - $33.82 $245K - $305K
28.1K $933K
DIAL
Columbia ETF Tr I Diversified

ETFs
2.59K
+ 0.28%
$17.43 - $18.21 $45.1K - $47.1K
917K $16.7M
UCBI
United Community Banks Inc

Financial Services
11.9K
+ 1.21%
N/A
994K $29.1M
NETL
ETF Ser Solutions Net Lease CO

ETFs
20.1K
+ 8.78%
$22.03 - $24.97 $444K - $503K
250K $6.09M
ACNB
Acnb Corp

Financial Services
6.86K
+ 23.84%
$38.45 - $44.18 $264K - $303K
35.7K $1.53M
MILN
Global X Funds Global X Millen

ETFs
1.02K
+ 1.97%
$38.03 - $48.8 $38.7K - $49.7K
52.6K $2.57M
CBAN
Colony Bankcorp Inc

Financial Services
18.1K
+ 12.96%
$14.01 - $16.7 $253K - $301K
157K $2.59M
CINT
Ci&T Inc

Technology
57.1K
+ 61.7%
$4.63 - $6.65 $264K - $379K
150K $892K
BRZU
Direxion Shs ETF Tr Daily Msci

ETFs
5.16K
+ 51630.0%
$43.32 - $65.51 $224K - $338K
5.17K $338K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
62K
+ 1.9%
$3.84 - $4.48 $238K - $278K
3.32M $14.6M
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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