Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
22.3K
+ 16.45%
$10.85 - $11.98 $242K - $268K
158K $1.89M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
13.7K
+ 8.41%
$18.92 - $19.87 $260K - $273K
177K $3.52M
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
18.2K
+ 62.64%
$13.93 - $20.34 $254K - $370K
47.3K $845K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
4.69K
+ 11.82%
$43.17 - $48.53 $203K - $228K
44.4K $2.1M
SYNL
Synalloy Corp
18.9K
+ 35.36%
N/A
72.3K $1.05M
PCB
Pcb Bancorp

Financial Services
6.04K
+ 9.39%
$16.8 - $20.98 $101K - $127K
70.3K $1.48M
FNGS
Bank Of Montreal

ETFs
3.81K
+ 236.08%
$44.91 - $65.15 $171K - $248K
5.42K $353K
BGT
Blackrock Floating Rate Income Trust

Financial Services
16.3K
+ 2.4%
$10.95 - $12.62 $179K - $206K
696K $8.72M
PVBC
Provident Bancorp, Inc.

Financial Services
17.7K
+ 35.74%
$10.65 - $12.49 $189K - $222K
67.4K $841K
VIDI
Vident Intl Equity Fd

ETFs
9.07K
New
$23.03 - $29.62 $209K - $269K
9.07K $268K
RDCM
Radcom LTD

Communication Services
19.5K
+ 3699.24%
$10.36 - $13.59 $202K - $264K
20K $271K
BOWL
Bowlero Corp.

Communication Services
24.7K
+ 9.5%
N/A
285K $3.01M
TH
Target Hospitality Corp.

Industrials
20.8K
+ 10.02%
$6.25 - $7.6 $130K - $158K
229K $1.63M
PWOD
Penns Woods Bancorp Inc

Financial Services
5.5K
+ 14.38%
$25.36 - $30.55 $139K - $168K
43.7K $1.33M
CSWI
Csw Industrials, Inc.

Industrials
7.35K
+ 1.87%
$254.34 - $336.43 $1.87M - $2.47M
401K $115M
TZOO
Travelzoo

Communication Services
34.6K
+ 202.5%
N/A
51.7K $387K
BHB
Bar Harbor Bankshares

Financial Services
7.52K
+ 10.2%
$27.37 - $31.26 $206K - $235K
81.2K $2.43M
METV
Listed Fds Tr Roundhill Ball M

ETFs
4.45K
+ 8.7%
$11.59 - $17.03 $51.6K - $75.9K
55.6K $947K
NKSH
National Bankshares Inc

Financial Services
9.01K
+ 51.83%
$24.0 - $27.88 $216K - $251K
26.4K $717K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
115K
+ 4.41%
$17.17 - $19.9 $1.97M - $2.28M
2.71M $52.2M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2.08K
+ 33.55%
$83.55 - $102.36 $173K - $212K
8.26K $845K
CDRO
Codere Online Luxembourg, S.A.

Consumer Cyclical
107
+ 0.05%
$6.18 - $8.49 $661 - $908
203K $1.73M
CMTL
Comtech Telecommunications Corp

Technology
33.3K
+ 16.57%
$1.25 - $2.68 $41.6K - $89.2K
234K $573K
SAVA
Cassava Sciences Inc

Healthcare
74.2K
+ 19.71%
$1.19 - $2.24 $88.3K - $166K
451K $815K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
6.52K
+ 5.62%
$48.64 - $50.07 $317K - $326K
122K $6.06M
BRFH
Barfresh Food Group Inc.

Consumer Defensive
51.2K
+ 25.72%
$2.32 - $3.77 $119K - $193K
250K $856K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
6.74K
+ 46.62%
$29.44 - $33.91 $199K - $229K
21.2K $693K
TSI
Tcw Strategic Income Fund Inc

Financial Services
45.6K
+ 3.86%
$4.73 - $4.96 $216K - $226K
1.23M $5.99M
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
1.62K
+ 25.42%
$47.18 - $88.62 $76.6K - $144K
8.01K $635K
TNC
Tennant CO

Industrials
8.79K
+ 4.56%
$68.18 - $81.07 $600K - $713K
202K $15.6M
OPBK
Op Bancorp

Financial Services
14.7K
+ 28.18%
$10.54 - $13.34 $155K - $196K
66.9K $869K
CTGO
Contango Ore, Inc.

Basic Materials
1.33K
+ 5.66%
$9.54 - $21.3 $12.7K - $28.2K
24.7K $481K
ROST
Ross Stores, Inc.

Consumer Cyclical
9.54K
+ 0.21%
$126.62 - $154.26 $1.21M - $1.47M
4.66M $594M
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
3.06K
+ 54.06%
$68.28 - $72.03 $209K - $221K
8.73K $626K
HMN
Horace Mann Educators Corp

Financial Services
2.79K
+ 0.56%
$38.84 - $43.99 $108K - $123K
502K $21.6M
FRAF
Franklin Financial Services Corp

Financial Services
7.09K
+ 102.46%
$33.35 - $39.83 $236K - $282K
14K $485K
CCRD
Core Card Corp

Technology
852
+ 4.08%
$17.15 - $30.5 $14.6K - $26K
21.7K $629K
AIRT
Air T Inc

Industrials
9.67K
+ 187.71%
$15.0 - $24.17 $145K - $234K
14.8K $326K
TLS
Telos Corp

Technology
46.2K
+ 40.03%
$1.96 - $3.17 $90.6K - $147K
162K $512K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.99K
+ 26.05%
$25.93 - $32.91 $129K - $164K
24.1K $794K
PLRX
Pliant Therapeutics, Inc.

Healthcare
702K
+ 23.01%
$1.16 - $1.69 $814K - $1.19M
3.75M $4.35M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
4.82K
+ 282.42%
$38.59 - $47.36 $186K - $228K
6.52K $308K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.98K
+ 81.47%
$38.7 - $44.05 $193K - $219K
11.1K $488K
SDG
Ishares Trust Ishares Msci Glo

ETFs
2.5K
+ 18.95%
$65.66 - $77.49 $164K - $194K
15.7K $1.19M
GILT
Gilat Satellite Networks LTD

Technology
30.8K
+ 152.12%
$5.47 - $7.09 $169K - $218K
51.1K $362K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
6.12K
+ 3.78%
N/A
168K $6.43M
SKIN
Beauty Health CO

Consumer Defensive
77.9K
+ 52.59%
$0.82 - $1.95 $63.9K - $152K
226K $431K
CXSE
Wisdomtree Tr China Ex State O

ETFs
6.14K
+ 11.31%
$28.05 - $34.82 $172K - $214K
60.5K $2.08M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
5.58K
+ 621.85%
$34.04 - $41.25 $190K - $230K
6.48K $265K
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
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email