Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTF
Franklin LTD Duration Income Trust

Financial Services
30.6K
+ 1.06%
$5.86 - $6.47 $179K - $198K
2.92M $18.8M
AVIG
American Centy ETF Tr Avantis

ETFs
1.93K
+ 113.36%
$40.41 - $41.62 $78.2K - $80.5K
3.64K $151K
SNFCA
Security National Financial Corp

Financial Services
15.5K
+ 48.23%
$8.96 - $11.35 $139K - $176K
47.6K $468K
WHG
Westwood Holdings Group Inc

Financial Services
5.76K
+ 31.01%
$14.63 - $17.62 $84.2K - $101K
24.3K $379K
JMSB
John Marshall Bancorp, Inc.

Financial Services
1.92K
+ 9.03%
$14.19 - $18.84 $27.2K - $36.2K
23.2K $429K
CRDL
Cardiol Therapeutics Inc.

Healthcare
40.3K
+ 67.55%
$0.81 - $1.47 $32.6K - $59.2K
99.9K $135K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
40
+ 0.16%
$33.46 - $41.33 $1.34K - $1.65K
25.7K $1.06M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.67K
+ 428.46%
$34.38 - $44.36 $57.4K - $74.1K
2.06K $91K
IYK
Ishares U.S. Consumer Staples

ETFs
10.9K
+ 1.72%
$67.29 - $72.42 $737K - $793K
649K $45.7M
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
6.42K
+ 3102.42%
$9.64 - $12.41 $61.9K - $79.7K
6.63K $77K
SNDA
Sonida Senior Living, Inc.

Healthcare
2.09K
+ 15.55%
$19.84 - $27.13 $41.5K - $56.8K
15.5K $387K
DSGR
Distribution Solutions Group, Inc.

Industrials
3.44K
+ 8.34%
$24.17 - $28.6 $83K - $98.2K
44.6K $1.23M
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
1.81K
+ 8.99%
$21.42 - $26.48 $38.8K - $48K
22K $554K
RPID
Rapid Micro Biosystems, Inc.

Healthcare
16.7K
+ 85.14%
$1.98 - $3.84 $33K - $64K
36.2K $124K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
394
+ 6.57%
$59.98 - $74.92 $23.6K - $29.5K
6.39K $475K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
19.3K
+ 8.12%
$36.36 - $41.52 $702K - $802K
257K $9.91M
TCI
Transcontinental Realty Investors Inc

Real Estate
1.05K
+ 58.4%
$27.07 - $45.03 $28.5K - $47.4K
2.86K $121K
RM
Regional Management Corp.

Financial Services
3.8K
+ 8.08%
$26.14 - $33.91 $99.3K - $129K
50.8K $1.48M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.48K
+ 7.64%
$24.21 - $29.47 $35.9K - $43.6K
20.9K $614K
IIM
Invesco Value Municipal Income Trust

Financial Services
24.2K
+ 3.76%
$11.31 - $12.11 $274K - $293K
667K $7.76M
YRD
Yiren Digital Ltd.

Financial Services
22.3K
+ 35.99%
$5.33 - $7.43 $119K - $165K
84.2K $493K
EEX
Emerald Holding, Inc.

Communication Services
1.11K
+ 1.65%
$3.29 - $4.92 $3.65K - $5.46K
68.4K $331K
PTH
Invesco Exchange Traded Fd Tr

ETFs
4.35K
+ 2.48%
$34.88 - $40.29 $152K - $175K
180K $6.99M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
24.9K
+ 26.38%
$14.1 - $17.13 $351K - $426K
119K $1.68M
VFMV
Vanguard Wellington Fd

ETFs
514
+ 4283.33%
$114.53 - $128.23 $58.9K - $65.9K
526 $67K
GDL
Gdl Fund

Financial Services
4.39K
+ 1.57%
$7.83 - $8.4 $34.4K - $36.9K
285K $2.38M
NNY
Nuveen New York Municipal Value Fund

Financial Services
12.8K
+ 4.73%
$7.96 - $8.35 $102K - $107K
284K $2.3M
NAII
Natural Alternatives International Inc

Consumer Defensive
24K
+ 25.6%
$2.61 - $3.52 $62.5K - $84.3K
118K $385K
JLS
Nuveen Mortgage & Income Fund

Financial Services
3.53K
+ 3.36%
$17.16 - $18.74 $60.5K - $66.1K
108K $2.03M
RGCO
Rgc Resources Inc

Utilities
560
+ 1.66%
$20.27 - $22.92 $11.4K - $12.8K
34.2K $765K
CNF
Cn Finance Holdings Ltd.

Financial Services
96.3K
+ 647.26%
$0.38 - $0.82 $36.6K - $79K
111K $72K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
20.2K
+ 74.73%
$2.62 - $2.96 $52.9K - $59.8K
47.2K $139K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.47K
New
$35.8 - $41.07 $52.6K - $60.4K
1.47K $60K
AFRI
Forafric Global PLC

Consumer Defensive
9.19K
+ 61.06%
$7.72 - $8.76 $71K - $80.5K
24.2K $189K
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
1.7K
+ 3.31%
$11.52 - $13.9 $19.6K - $23.7K
53.1K $732K
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
10.7K
+ 14.3%
$5.4 - $6.77 $57.6K - $72.2K
85.3K $542K
GSIT
Gsi Technology Inc

Technology
16.5K
+ 855.46%
$1.8 - $3.68 $29.7K - $60.8K
18.5K $61K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
3.54K
+ 2.21%
$23.58 - $24.2 $83.5K - $85.7K
164K $3.94M
IBMO
Ishares Tr Ibonds December 202

ETFs
615
+ 0.09%
$25.32 - $25.63 $15.6K - $15.8K
688K $17.6M
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
728
+ 1.32%
$17.65 - $22.19 $12.8K - $16.2K
56.1K $1.23M
UFI
Unifi Inc

Consumer Cyclical
9.71K
+ 55.61%
$4.32 - $5.42 $42K - $52.6K
27.2K $141K
STRO
Sutro Biopharma, Inc.

Healthcare
62.7K
+ 32.03%
$0.52 - $1.3 $32.6K - $81.6K
259K $183K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.66K
New
$27.46 - $33.2 $45.7K - $55.2K
1.66K $55K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
2.76K
+ 1.12%
$10.35 - $11.31 $28.5K - $31.2K
249K $2.82M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
31.2K
+ 0.42%
$8.4 - $8.8 $262K - $275K
7.38M $64.7M
INTT
Intest Corp

Technology
5.54K
+ 14.26%
$5.7 - $7.68 $31.6K - $42.5K
44.4K $323K
STRS
Stratus Properties Inc

Real Estate
1.85K
+ 12.33%
$15.44 - $21.23 $28.6K - $39.3K
16.9K $318K
NXGL
Nexgel, Inc.

Healthcare
33.8K
+ 38.44%
$2.12 - $3.01 $71.6K - $102K
122K $313K
CBU
Community Bank System, Inc.

Financial Services
529
+ 0.02%
$50.88 - $58.16 $26.9K - $30.8K
2.22M $127M
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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