Morgan Stanley Purchases in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HLMN
Hillman Solutions Corp.

Industrials
195K
+ 21.22%
$6.66 - $8.99 $1.3M - $1.75M
1.11M $7.96M
USM
United States Cellular Corp

Communication Services
4.13K
+ 5.48%
$58.33 - $69.71 $241K - $288K
79.5K $5.09M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
2.31K
+ 0.41%
$14.02 - $15.15 $32.4K - $35K
571K $8.44M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
8.58K
+ 10.02%
$52.84 - $72.9 $453K - $625K
94.2K $5.98M
FSP
Franklin Street Properties Corp

Real Estate
83.3K
+ 4.2%
$1.46 - $1.87 $122K - $156K
2.07M $3.39M
MMI
Marcus & Millichap, Inc.

Real Estate
17.2K
+ 9.21%
$28.0 - $34.91 $483K - $602K
204K $6.27M
KRO
Kronos Worldwide Inc

Basic Materials
27K
+ 10.18%
$6.0 - $7.75 $162K - $209K
292K $1.81M
TSE
Trinseo PLC

Basic Materials
24.3K
+ 5.48%
$2.45 - $4.33 $59.5K - $105K
468K $1.46M
LBRT
Liberty Energy Inc.

Energy
492K
+ 36.74%
$10.0 - $16.08 $4.92M - $7.91M
1.83M $21M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
966K
+ 64.8%
$2.57 - $4.95 $2.48M - $4.78M
2.46M $7.15M
BVS
Bioventus Inc.

Healthcare
160K
+ 32.4%
$6.2 - $9.51 $991K - $1.52M
653K $4.32M
ARAY
Accuray Inc

Healthcare
34K
+ 5.89%
$1.22 - $1.82 $41.5K - $61.9K
611K $837K
EQX
Equinox Gold Corp.

Basic Materials
334K
+ 17.75%
$5.68 - $7.31 $1.9M - $2.44M
2.21M $12.7M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
171
+ 0.04%
$20.85 - $24.04 $3.57K - $4.11K
395K $9.24M
CCU
United Breweries CO Inc

Consumer Defensive
4.71K
+ 3.86%
$12.5 - $15.6 $58.8K - $73.4K
127K $1.64M
SSTI
Shotspotter, Inc

Technology
2.61K
+ 4.0%
$13.06 - $17.2 $34K - $44.8K
67.8K $884K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
220K
+ 39.63%
$1.42 - $5.48 $312K - $1.21M
775K $2.97M
PAXS
Pimco Access Income Fund

Financial Services
46.9K
+ 4.76%
$14.15 - $16.12 $663K - $755K
1.03M $15.6M
PLTK
Playtika Holding Corp.

Communication Services
22K
+ 2.69%
$4.51 - $5.44 $99.2K - $120K
839K $3.97M
GLP
Global Partners LP

Energy
53
+ 0.01%
$44.91 - $56.21 $2.38K - $2.98K
408K $21.5M
CVRX
Cv Rx, Inc.

Healthcare
169K
+ 85.05%
$4.75 - $12.98 $804K - $2.2M
368K $2.17M
UHAL
Amerco

Industrials
3.24K
+ 3.28%
$58.65 - $67.88 $190K - $220K
102K $6.18M
KBR
Kbr, Inc.

Industrials
19.6K
+ 3.0%
$46.2 - $56.12 $908K - $1.1M
674K $32.3M
EHTH
E Health, Inc.

Financial Services
90.9K
+ 30.65%
$3.99 - $6.64 $363K - $604K
388K $1.69M
CAL
Caleres Inc

Consumer Cyclical
234K
+ 36.9%
$12.22 - $17.83 $2.86M - $4.18M
869K $10.6M
JANX
Janux Therapeutics, Inc.

Healthcare
33.3K
+ 11.79%
$22.62 - $33.2 $753K - $1.11M
316K $7.29M
HFFG
Hf Foods Group Inc.

Consumer Defensive
12.4K
+ 5.67%
$3.05 - $4.5 $37.8K - $55.8K
231K $734K
XPRO
Expro Group Holdings N.V.

Energy
66.1K
+ 9.84%
$6.91 - $10.01 $457K - $662K
738K $6.34M
BARK
Bark, Inc.

Consumer Cyclical
66K
+ 8.32%
$0.81 - $1.42 $53.4K - $93.7K
859K $755K
KNOP
Knot Offshore Partners LP

Industrials
37.6K
+ 4.5%
$6.17 - $7.61 $232K - $286K
873K $5.47M
EXFY
Expensify, Inc.

Technology
10.8K
+ 1.17%
$2.19 - $3.06 $23.7K - $33.1K
940K $2.44M
IVT
Inven Trust Properties Corp.

Real Estate
3.95K
+ 1.56%
$25.97 - $29.73 $103K - $117K
258K $7.07M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
39.4K
+ 4.2%
$11.76 - $13.64 $464K - $538K
979K $12.4M
MTRN
Materion Corp

Basic Materials
928
+ 0.43%
$72.15 - $84.25 $67K - $78.2K
214K $17M
JRS
Nuveen Real Estate Income Fund

Financial Services
42.6K
+ 2.65%
$6.92 - $8.3 $295K - $354K
1.65M $12.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13K
+ 4.91%
$26.61 - $29.9 $346K - $389K
278K $7.42M
OB
Outbrain Inc.

Communication Services
47.7K
+ 11.11%
$2.37 - $3.9 $113K - $186K
477K $1.18M
MDIV
First Trust Multi Asset Divers

ETFs
2.79K
+ 0.32%
$14.96 - $16.41 $41.8K - $45.8K
863K $13.6M
INMB
Inmune Bio, Inc.

Healthcare
18.3K
+ 21.64%
$2.31 - $8.26 $42.2K - $151K
103K $237K
WDH
Waterdrop Inc.

Financial Services
17K
+ 0.5%
$1.19 - $1.54 $20.2K - $26.1K
3.39M $4.57M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
3.69K
+ 0.34%
$1.04 - $1.63 $3.84K - $6.02K
1.1M $1.27M
ACCO
Acco Brands Corp

Industrials
31.7K
+ 3.29%
$3.37 - $4.28 $107K - $136K
994K $3.56M
IOSP
Innospec Inc.

Basic Materials
24.6K
+ 10.3%
$82.54 - $95.65 $2.03M - $2.36M
264K $22.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
21.6K
+ 5.01%
$61.03 - $67.59 $1.32M - $1.46M
452K $28.9M
ZIMV
Zim Vie Inc.

Healthcare
72.1K
+ 8.86%
$8.28 - $10.56 $597K - $762K
887K $8.29M
MYO
Myomo, Inc.

Healthcare
135K
+ 43.55%
$2.16 - $4.9 $292K - $662K
445K $962K
VRE
Veris Residential, Inc.

Real Estate
73.2K
+ 9.14%
$14.58 - $17.11 $1.07M - $1.25M
873K $13M
SM
Sm Energy CO

Energy
252K
+ 19.53%
$20.39 - $30.52 $5.15M - $7.7M
1.55M $38.2M
DLY
Double Line Yield Opportunities Fund

N/A
32.5K
+ 1.58%
$14.45 - $16.11 $469K - $523K
2.09M $32.6M
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