Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACRE
Ares Commercial Real Estate Corp

Real Estate
63.8K
+ 27.97%
$3.5 - $5.07 $223K - $323K
292K $1.39M
BANR
Banner Corp

Financial Services
3.61K
+ 1.33%
$56.51 - $65.42 $204K - $236K
275K $17.6M
PLBC
Plumas Bancorp

Financial Services
7.02K
+ 37.93%
$39.89 - $46.93 $280K - $330K
25.5K $1.14M
FMNB
Farmers National Banc Corp

Financial Services
14.3K
+ 7.72%
$11.92 - $13.89 $170K - $198K
199K $2.75M
CHN
China Fund Inc

Financial Services
2.95K
+ 2.1%
$10.69 - $14.89 $31.5K - $43.9K
143K $2.13M
TUSK
Mammoth Energy Services, Inc.

Industrials
94K
+ 103.06%
$1.89 - $3.03 $178K - $285K
185K $518K
ASC
Ardmore Shipping Corp

Industrials
44.9K
+ 8.64%
$8.51 - $10.54 $382K - $473K
565K $5.42M
FCCO
First Community Corp

Financial Services
9.24K
+ 16.02%
$20.23 - $24.48 $187K - $226K
66.9K $1.63M
PBYI
Puma Biotechnology, Inc.

Healthcare
59.9K
+ 22.82%
$2.74 - $3.72 $164K - $223K
322K $1.11M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.3K
+ 25.28%
$49.85 - $64.51 $164K - $213K
16.3K $1.05M
KFS
Kingsway Financial Services Inc

Consumer Cyclical
8.78K
+ 23.61%
$7.57 - $14.32 $66.4K - $126K
46K $622K
CCCC
C4 Therapeutics, Inc.

Healthcare
709K
+ 17.52%
$1.1 - $1.74 $780K - $1.23M
4.75M $6.8M
TOI
Oncology Institute, Inc.

Healthcare
145K
+ 475.22%
$1.26 - $3.31 $183K - $480K
175K $359K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
36.6K
+ 56.04%
$9.32 - $10.35 $341K - $378K
102K $983K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
36.7K
+ 43.65%
$6.81 - $8.29 $250K - $304K
121K $1M
NFGC
New Found Gold Corp.
225K
+ 3275.45%
$0.97 - $1.65 $218K - $371K
231K $328K
KIDS
Orthopediatrics Corp

Healthcare
170K
+ 16.07%
$19.96 - $26.31 $3.39M - $4.46M
1.22M $26.3M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
38K
+ 20.63%
$11.53 - $14.72 $438K - $559K
222K $2.64M
PLPC
Preformed Line Products CO

Industrials
1.37K
+ 28.24%
$130.74 - $159.93 $179K - $219K
6.22K $993K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
779
+ 0.08%
$34.58 - $34.88 $26.9K - $27.2K
1.03M $35.8M
CRDF
Cardiff Oncology, Inc.

Healthcare
97.2K
+ 13.92%
$2.38 - $4.3 $231K - $418K
796K $2.51M
PBPB
Potbelly Corp

Consumer Cyclical
7.79K
+ 9.97%
$7.89 - $12.25 $61.5K - $95.4K
86K $1.05M
SGU
Star Group, L.P.

Energy
36.5K
+ 45.71%
$11.53 - $13.39 $421K - $489K
117K $1.36M
BSMU
Invesco Exchange Self Ind Tr

ETFs
14.8K
+ 14.09%
$20.97 - $21.71 $310K - $321K
120K $2.57M
ISTR
Investar Holding Corp

Financial Services
8.23K
+ 9.51%
$15.64 - $19.87 $129K - $164K
94.8K $1.83M
EVX
Vaneck ETF Tr Environmental Se

ETFs
2.4K
+ 3.2%
$31.9 - $38.44 $76.4K - $92.1K
77.4K $2.96M
LVLU
Lulu'S Fashion Lounge Holdings, Inc.

Consumer Cyclical
1.02M
New
$0.3 - $0.5 $307K - $511K
1.02M $306K
RMNI
Rimini Street, Inc.

Technology
15K
+ 1.75%
$2.94 - $3.86 $44K - $57.8K
873K $3.29M
IXJ
Ishares Global Healthcare ETF

ETFs
32.7K
+ 6.66%
$82.3 - $90.02 $2.69M - $2.94M
524K $45.1M
EFSI
Eagle Financial Services Inc

Financial Services
11.2K
+ 60.45%
$29.0 - $32.9 $326K - $370K
29.8K $913K
VEL
Velocity Financial, Inc.

Financial Services
17.1K
+ 22.62%
$16.3 - $19.22 $278K - $328K
92.6K $1.72M
XMPT
Vaneck Cef Muni Income ETF

ETFs
20.1K
+ 10.87%
$20.18 - $21.62 $406K - $435K
205K $4.31M
FNWD
Finward Bancorp

Financial Services
8.66K
+ 999.31%
N/A
9.53K $331K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
5.96K
+ 1475.0%
$47.13 - $52.52 $281K - $313K
6.36K $320K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.78K
+ 3.79%
$47.94 - $52.5 $277K - $304K
158K $8.1M
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
18K
+ 85.58%
$15.38 - $18.23 $276K - $328K
39K $649K
ISIG
Insignia Systems Inc

Communication Services
58.6K
+ 2931.75%
N/A
60.6K $308K
VLN
Valens Semiconductor Ltd.

Technology
85.6K
+ 69.39%
$1.76 - $2.77 $151K - $237K
209K $549K
LYTS
Lsi Industries Inc

Technology
17.3K
+ 13.13%
$14.31 - $17.43 $248K - $302K
149K $2.54M
FRST
Primis Financial Corp.

Financial Services
10.5K
+ 6.29%
$7.94 - $10.85 $83.4K - $114K
178K $1.93M
EPSN
Epsilon Energy Ltd.

Energy
39.2K
+ 331.57%
$6.12 - $8.39 $240K - $329K
51K $376K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.6K
+ 5.83%
$24.88 - $25.41 $264K - $270K
193K $4.9M
NATH
Nathans Famous, Inc.

Consumer Cyclical
1.15K
+ 10.02%
$90.55 - $115.66 $104K - $133K
12.6K $1.39M
DERM
Journey Medical Corp

Healthcare
37.7K
+ 265.77%
$5.97 - $8.07 $225K - $304K
51.9K $372K
RVNU
Xtrackers Municipal Infrastruc

ETFs
15.2K
+ 12.91%
$23.4 - $24.92 $355K - $378K
133K $3.18M
BMRC
Bank Of Marin Bancorp

Financial Services
3.45K
+ 1.28%
$19.65 - $23.1 $67.8K - $79.6K
273K $6.24M
KGEIF
Kolibri Global Energy Inc.
74.1K
+ 385.8%
N/A
93.3K $360K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1.82K
+ 2.29%
$23.87 - $29.82 $43.5K - $54.3K
81.2K $2.42M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
34.1K
+ 27.41%
$12.72 - $15.77 $433K - $537K
158K $2.18M
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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