Morgan Stanley Purchases in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
2.95M
+ 27.16%
$21.94 - $22.64 $64.6M - $66.7M
13.8M $310M
KGC
Kinross Gold Corp

Basic Materials
2.82M
+ 28.56%
$9.69 - $12.61 $27.4M - $35.6M
12.7M $160M
FICO
Fair Isaac Corp

Technology
66.2K
+ 17.12%
$1695.35 - $2030.47 $112M - $134M
453K $835M
VONE
Vanguard Russell 1000 ETF

ETFs
282K
+ 46.5%
$250.16 - $278.79 $70.6M - $78.6M
889K $226M
ARCC
Ares Capital Corp

Financial Services
2.7M
+ 18.17%
$21.28 - $23.81 $57.4M - $64.2M
17.5M $389M
EMLP
First Tr Exchange Traded Iv

ETFs
881K
+ 5.37%
$35.79 - $38.28 $31.5M - $33.7M
17.3M $648M
INFY
Infosys LTD

Technology
5.2M
+ 58.77%
$18.06 - $22.89 $93.9M - $119M
14M $256M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.48M
+ 40.63%
$37.07 - $40.63 $54.7M - $60M
5.11M $201M
BZ
Kanzhun LTD

Industrials
6.17K
+ 0.05%
$12.92 - $20.56 $79.7K - $127K
11.4M $219M
SNOW
Snowflake Inc.

Technology
977K
+ 9.89%
$146.16 - $192.78 $143M - $188M
10.9M $1.59B
RELX
Relx PLC

Communication Services
670K
+ 12.35%
$45.34 - $51.91 $30.4M - $34.8M
6.09M $307M
UL
Unilever PLC

Consumer Defensive
606K
+ 7.0%
$54.72 - $60.29 $33.2M - $36.5M
9.27M $552M
TME
Tencent Music Entertainment Group

Communication Services
3.62M
+ 127.48%
$10.28 - $15.09 $37.2M - $54.6M
6.45M $93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.4M
+ 14.21%
$64.88 - $72.1 $90.8M - $101M
11.2M $740M
MLPX
Global X Mlp & Energy Infrastr

ETFs
479K
+ 5.41%
$59.6 - $67.2 $28.6M - $32.2M
9.33M $595M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
166K
+ 76.14%
$272.79 - $355.88 $45.4M - $59.2M
385K $127M
ITW
Illinois Tool Works Inc

Industrials
339K
+ 7.52%
$244.9 - $274.48 $83M - $93M
4.84M $1.2B
ATO
Atmos Energy Corp

Utilities
179K
+ 8.75%
$136.51 - $154.58 $24.5M - $27.7M
2.23M $344M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
947K
+ 17.29%
$65.27 - $71.18 $61.8M - $67.4M
6.42M $426M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.21M
+ 28400.14%
$48.34 - $49.66 $58.6M - $60.2M
1.22M $59.2M
CHTR
Charter Communications, Inc.

Communication Services
82K
+ 7.38%
$334.89 - $384.77 $27.5M - $31.5M
1.19M $440M
LPLA
Lpl Financial Holdings Inc.

Financial Services
178K
+ 17.31%
$308.87 - $383.33 $54.9M - $68.2M
1.21M $394M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
829K
+ 5.73%
$30.38 - $34.94 $25.2M - $29M
15.3M $523M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.63M
+ 19.54%
$48.06 - $53.73 $78.3M - $87.5M
9.96M $486M
LQD
Ishares Iboxx $ Investment Gra

ETFs
382K
+ 4.14%
$105.1 - $109.61 $40.1M - $41.9M
9.6M $1.04B
VGLT
Vanguard Long Term Treasury Et

ETFs
684K
+ 8.15%
$53.99 - $58.43 $36.9M - $40M
9.08M $523M
CTVA
Corteva, Inc.

Basic Materials
204K
+ 2.68%
$55.94 - $66.15 $11.4M - $13.5M
7.83M $493M
AZEK
Azek CO Inc.

Industrials
1.1M
+ 46.53%
$39.61 - $52.0 $43.5M - $57.1M
3.46M $169M
LNT
Alliant Energy Corp

Utilities
655K
+ 23.33%
$56.66 - $66.04 $37.1M - $43.3M
3.46M $223M
NTNX
Nutanix, Inc.

Technology
559K
+ 27.35%
$61.28 - $77.44 $34.2M - $43.3M
2.6M $182M
GIB
Cgi Inc

Technology
642K
+ 80.23%
$98.12 - $122.43 $63M - $78.6M
1.44M $144M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.3M
+ 54.48%
$55.05 - $64.52 $71.3M - $83.6M
3.67M $207M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
417K
+ 15.18%
$114.57 - $118.14 $47.8M - $49.3M
3.17M $374M
TTWO
Take Two Interactive Software Inc

Communication Services
43.8K
+ 2.15%
$178.61 - $217.95 $7.82M - $9.54M
2.08M $431M
IDEV
Ishares Core Msci Intl Develop

ETFs
149K
+ 1.44%
$63.77 - $71.36 $9.47M - $10.6M
10.5M $721M
VFH
Vanguard Financial ETF

ETFs
430K
+ 13.45%
$114.07 - $127.34 $49M - $54.7M
3.63M $433M
FTGC
First Trust Global Tactical CO

ETFs
1.69M
+ 21.98%
$23.95 - $25.86 $40.5M - $43.7M
9.38M $239M
TAP
Molson Coors Beverage CO

Consumer Defensive
741K
+ 26.01%
$52.44 - $62.91 $38.9M - $46.6M
3.59M $219M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.14M
+ 81.16%
$45.56 - $47.23 $52.1M - $54M
2.55M $120M
BKNG
Booking Holdings Inc.

Consumer Cyclical
63.5K
+ 9.67%
$4295.4 - $5141.88 $273M - $326M
720K $3.32B
HEFA
Ishares Currency Hedged Msci E

ETFs
1.4M
+ 52.95%
$34.83 - $37.52 $48.9M - $52.7M
4.06M $147M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
402K
+ 3.2%
$9.49 - $14.83 $3.82M - $5.97M
13M $177M
URTH
Ishares Msci World ETF

ETFs
353K
+ 159.87%
$151.24 - $164.09 $53.4M - $57.9M
574K $87.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.19M
+ 29.71%
$33.98 - $39.84 $74.3M - $87.1M
9.54M $327M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.83M
+ 134.38%
$25.0 - $39.76 $70.8M - $113M
4.94M $123M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.94M
+ 16.13%
$13.05 - $13.97 $38.4M - $41.1M
21.2M $289M
OKE
Oneok Inc

Energy
637K
+ 6.22%
$89.57 - $109.85 $57M - $70M
10.9M $1.08B
WSO
Watsco Inc

Industrials
59.1K
+ 9.69%
$463.86 - $530.75 $27.4M - $31.4M
669K $340M
C
Citigroup Inc

Financial Services
469K
+ 1.64%
$67.23 - $84.63 $31.5M - $39.7M
29M $2.06B
Activity Summary
Buys All Purchases 3980 New Holdings 504 Increased Positions 3476 Sells All Sells 3366 Reductions 3366 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