Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WEST
Westrock Coffee Holdings, LLC
74.1K
+ 45.18%
$5.51 - $7.84 $409K - $581K
238K $1.37M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
8.24K
+ 2.66%
$4.43 - $5.39 $36.5K - $44.4K
318K $1.71M
PNBK
Patriot National Bancorp Inc

Financial Services
117K
+ 7799.47%
$0.9 - $6.71 $105K - $785K
118K $180K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
184
+ 0.92%
$72.53 - $93.16 $13.3K - $17.1K
20.1K $1.87M
EVC
Entravision Communications Corp

Communication Services
28.4K
+ 5.89%
$1.82 - $2.43 $51.7K - $69K
511K $1.19M
KRNY
Kearny Financial Corp.

Financial Services
10.1K
+ 1.87%
$5.66 - $6.55 $56.9K - $65.8K
547K $3.53M
ISMD
Northern Lts Fd Tr Iv

ETFs
4.82K
+ 919.08%
$29.72 - $35.6 $143K - $171K
5.34K $189K
IMMP
Immutep LTD

Healthcare
105K
+ 736.83%
$1.41 - $2.49 $148K - $262K
119K $195K
CFSB
Cfsb Bancorp, Inc.

Financial Services
10K
+ 188.68%
$7.4 - $13.72 $74K - $137K
15.3K $209K
FCAP
First Capital Inc

Financial Services
3.52K
+ 46.26%
$37.95 - $51.67 $133K - $182K
11.1K $458K
HISF
First Tr Exc Traded Fd Iv High

ETFs
3.75K
+ 375000.0%
$43.4 - $44.71 $163K - $168K
3.75K $167K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
90
+ 0.48%
$51.52 - $67.38 $4.64K - $6.06K
18.9K $1.27M
DEW
Wisdomtree Tr Global High Divi

ETFs
1.63K
+ 2.2%
$49.61 - $57.63 $80.8K - $93.8K
75.7K $4.32M
SVRA
Savara Inc

Healthcare
127K
+ 49.74%
$1.99 - $3.4 $253K - $432K
383K $872K
CRON
Cronos Group Inc.

Healthcare
60.9K
+ 12.79%
$1.62 - $2.14 $98.6K - $130K
537K $1.03M
GB
Global Blue Group Holding Ag

Technology
20.6K
+ 23.26%
$7.25 - $7.48 $149K - $154K
109K $813K
HGTY
Hagerty, Inc.

Financial Services
9.19K
+ 13.98%
$8.34 - $10.18 $76.7K - $93.6K
75K $757K
ATNI
Atn International, Inc.

Communication Services
32.4K
+ 36.17%
$14.04 - $20.27 $455K - $657K
122K $1.98M
UBFO
United Security Bancshares

Financial Services
19.9K
+ 64.59%
$7.56 - $9.34 $151K - $186K
50.8K $439K
NC
Nacco Industries Inc

Energy
783
+ 6.53%
$31.2 - $44.31 $24.4K - $34.7K
12.8K $566K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
646
+ 0.3%
$25.17 - $33.43 $16.3K - $21.6K
215K $6.74M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
6.44K
+ 90.0%
$24.32 - $24.81 $157K - $160K
13.6K $337K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
2.73K
+ 33.44%
$37.43 - $46.0 $102K - $126K
10.9K $500K
FINW
Finwise Bancorp

Financial Services
11.4K
+ 273.51%
$13.79 - $17.14 $157K - $195K
15.6K $233K
VLGEA
Village Super Market Inc

Consumer Defensive
2.85K
+ 2.84%
$34.78 - $40.13 $99K - $114K
103K $3.97M
BANX
Arrow Mark Financial Corp.

Financial Services
7.68K
+ 69.53%
$18.25 - $21.06 $140K - $162K
18.7K $391K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
6.95K
+ 33.61%
$27.55 - $29.44 $192K - $205K
27.6K $764K
ESP
Espey Mfg & Electronics Corp

Industrials
1.99K
+ 54.95%
$25.0 - $46.22 $49.7K - $91.9K
5.61K $256K
PFEB
Innovator U.S. Equity Power Bu

ETFs
4.1K
+ 2427.81%
$33.46 - $38.01 $137K - $156K
4.27K $162K
AVIV
American Centy ETF Tr Avantis
2.4K
+ 248.4%
$50.27 - $62.84 $121K - $151K
3.37K $209K
MCBS
Metro City Bankshares, Inc.

Financial Services
2.6K
+ 3.29%
$25.33 - $29.57 $65.8K - $76.9K
81.5K $2.33M
HYXU
Ishares Global Ex Usd High Yie

ETFs
205
+ 0.81%
$48.2 - $54.92 $9.88K - $11.3K
25.4K $1.39M
SPFF
Global X Superincome Preferred

ETFs
17K
+ 9.17%
$8.34 - $8.97 $142K - $153K
203K $1.82M
TKNO
Alpha Teknova, Inc.

Healthcare
35.7K
+ 45.08%
$4.51 - $7.06 $161K - $252K
115K $564K
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
17K
+ 73.46%
$10.5 - $20.78 $179K - $353K
40.2K $622K
SIEB
Siebert Financial Corp

Financial Services
32.8K
+ 1003.03%
$2.58 - $5.44 $84.6K - $178K
36.1K $159K
XLO
Xilio Therapeutics, Inc.

Healthcare
288K
+ 24.96%
$0.65 - $1.15 $188K - $332K
1.44M $982K
LFT
Lument Finance Trust, Inc.

Real Estate
75.1K
+ 165.54%
$2.21 - $2.7 $166K - $203K
120K $266K
TDVG
T Rowe Price Exchange Traded F

Technology
3.44K
+ 358.17%
$36.12 - $42.38 $124K - $146K
4.4K $186K
LARK
Landmark Bancorp Inc

Financial Services
5.69K
+ 159.42%
$23.95 - $30.54 $136K - $174K
9.26K $244K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
3.14K
+ 292.9%
$28.07 - $43.66 $88.1K - $137K
4.21K $183K
OVBC
Ohio Valley Banc Corp

Financial Services
3.84K
+ 108.77%
$27.46 - $38.9 $106K - $150K
7.38K $237K
CMT
Core Molding Technologies Inc

Basic Materials
5.62K
+ 15.26%
$14.11 - $17.16 $79.3K - $96.5K
42.5K $704K
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.8K
+ 185.76%
$33.22 - $37.29 $126K - $142K
5.84K $217K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
15.8K
+ 17.29%
$13.58 - $14.89 $214K - $235K
107K $1.49M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
463
+ 5.02%
$93.26 - $122.6 $43.2K - $56.8K
9.69K $1.1M
ODV
Osisko Development Corp.

Basic Materials
62.4K
+ 449.16%
$1.4 - $2.24 $87.4K - $140K
76.3K $163K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
23.9K
+ 120.61%
$4.41 - $5.47 $105K - $131K
43.7K $239K
AIRS
Airsculpt Technologies, Inc.

Healthcare
8.66K
+ 21.51%
$1.59 - $5.25 $13.8K - $45.4K
48.9K $236K
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