Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTQI
First Trust ETF Vi First Trust

ETFs
5.34K
+ 130.73%
$16.83 - $19.58 $89.9K - $105K
9.42K $184K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
7.08K
+ 42.11%
$14.4 - $18.8 $102K - $133K
23.9K $363K
PHK
Pimco High Income Fund

Financial Services
36.5K
+ 4.83%
$4.43 - $4.88 $162K - $178K
792K $3.8M
MHO
M/I Homes, Inc.

Consumer Cyclical
6.52K
+ 2.15%
$103.9 - $115.72 $678K - $755K
309K $34.7M
LDSF
First Tr ETF Viii Low Duration

ETFs
5.64K
+ 563700.0%
$18.64 - $19.01 $105K - $107K
5.64K $107K
FSBC
Five Star Bancorp

Financial Services
2.71K
+ 6.82%
$25.15 - $29.45 $68.1K - $79.7K
42.4K $1.21M
LNSR
Lensar, Inc.

Healthcare
8.48K
+ 159.16%
$12.22 - $14.18 $104K - $120K
13.8K $181K
NAK
Northern Dynasty Minerals LTD

Basic Materials
68.7K
+ 95.52%
$0.8 - $1.55 $55K - $107K
141K $188K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
2.48K
+ 0.74%
$11.29 - $13.14 $28K - $32.6K
337K $4.43M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.08K
+ 4.49%
$19.57 - $21.4 $40.7K - $44.5K
48.4K $1.04M
ACU
Acme United Corp

Consumer Defensive
2.24K
+ 34.22%
$36.25 - $42.4 $81.3K - $95.1K
8.8K $364K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
43.3K
+ 6.15%
$10.83 - $11.78 $469K - $510K
747K $8.37M
WSBF
Waterstone Financial, Inc.

Financial Services
2.86K
+ 1.57%
$11.86 - $13.94 $33.9K - $39.9K
185K $2.56M
NRSN
Neuro Sense Therapeutics Ltd.

Healthcare
29.4K
+ 58.21%
$0.91 - $2.49 $26.8K - $73.2K
79.9K $151K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
646
+ 6.45%
$110.2 - $126.21 $71.2K - $81.5K
10.7K $1.33M
SMTI
Sanara Med Tech Inc.

Healthcare
5.05K
+ 31.43%
$27.02 - $35.1 $136K - $177K
21.1K $599K
EGAN
Egain Corp

Technology
145
+ 0.2%
$4.5 - $6.59 $653 - $956
73.7K $460K
CBFV
Cb Financial Services, Inc.

Financial Services
3.58K
+ 34.41%
$26.48 - $29.9 $94.8K - $107K
14K $398K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.05K
+ 76250.0%
$33.14 - $34.12 $101K - $104K
3.05K $103K
OVLY
Oak Valley Bancorp

Financial Services
1.6K
+ 6.34%
$23.19 - $27.76 $37.2K - $44.5K
26.9K $732K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
3.85K
+ 289.12%
$16.58 - $24.56 $63.9K - $94.7K
5.19K $127K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
4.04K
+ 14.64%
$49.85 - $59.52 $202K - $241K
31.7K $1.66M
VINP
Vinci Partners Investments Ltd.

Financial Services
11.8K
+ 41.57%
$8.84 - $10.22 $105K - $121K
40.3K $389K
NWPX
Northwest Pipe CO

Industrials
3.07K
+ 3.56%
$37.23 - $42.88 $114K - $132K
89.2K $3.66M
GAIA
Gaia, Inc

Communication Services
22.4K
+ 897.59%
$3.1 - $5.45 $69.4K - $122K
24.9K $109K
POWW
Ammo, Inc.

Industrials
92.2K
+ 39.68%
$1.25 - $2.09 $115K - $193K
325K $415K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
6.72K
+ 0.88%
$3.25 - $3.85 $21.8K - $25.9K
770K $2.95M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.46K
+ 20.61%
$41.22 - $48.01 $60.3K - $70.3K
8.57K $411K
SELF
Global Self Storage, Inc.

Real Estate
14.5K
+ 26.95%
$4.8 - $5.76 $69.8K - $83.8K
68.5K $365K
ISBA
Isabella Bank Corp

Financial Services
3.11K
New
$21.5 - $39.01 $66.8K - $121K
3.11K $93K
CORN
Teucrium Commodity Trust

ETFs
5.41K
+ 208.04%
$17.56 - $19.58 $95K - $106K
8.01K $141K
ATMP
Barclays Bank PLC

ETFs
4.45K
+ 15.83%
$26.46 - $31.17 $118K - $139K
32.6K $954K
RELL
Richardson Electronics, Ltd.

Technology
15.5K
+ 41.22%
$8.12 - $10.92 $126K - $169K
53.1K $511K
PHT
Pioneer High Income Fund, Inc.

Financial Services
4.82K
+ 3.33%
$7.06 - $8.09 $34K - $39K
149K $1.21M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
4.15K
+ 4.88%
$15.35 - $17.0 $63.7K - $70.6K
89.2K $1.52M
JAN
Jan One Inc.

Industrials
43.3K
+ 67.92%
N/A
107K $220K
ASUR
Asure Software Inc

Technology
7.72K
+ 12.87%
$8.82 - $10.16 $68.1K - $78.5K
67.7K $660K
CZNC
Citizens & Northern Corp

Financial Services
6.61K
+ 20.66%
$18.07 - $20.04 $119K - $133K
38.6K $731K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
8.49K
+ 9.43%
$9.71 - $10.53 $82.5K - $89.4K
98.5K $1.03M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
4.28K
+ 3.34%
$8.76 - $9.82 $37.5K - $42K
133K $1.3M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
19.4K
+ 9.19%
$7.4 - $7.87 $143K - $153K
230K $1.73M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 53.5%
$49.07 - $59.23 $65.7K - $79.3K
3.84K $227K
GTEC
Greenland Technologies Holding Corp.

Industrials
41.1K
+ 342.25%
$1.38 - $2.39 $56.7K - $98.2K
53.1K $105K
CRT
Cross Timbers Royalty Trust

Energy
15.7K
+ 70.88%
$9.5 - $12.27 $149K - $193K
37.9K $374K
PSET
Principal Exchange Traded Fund

ETFs
890
+ 38.97%
$58.64 - $73.6 $52.2K - $65.5K
3.17K $233K
AVES
American Centy ETF Tr Avantis

ETFs
1.32K
+ 82.0%
$42.02 - $53.63 $55.5K - $70.8K
2.93K $157K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
13.2K
+ 3.5%
$13.57 - $16.83 $180K - $223K
391K $6.1M
TSBK
Timberland Bancorp Inc

Financial Services
1.95K
+ 9.75%
$28.33 - $32.23 $55.4K - $63K
22K $686K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.11K
+ 34.81%
$47.24 - $58.55 $52.2K - $64.8K
4.28K $250K
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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