Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
73.5K
+ 13.34%
$50.08 - $50.71 $3.68M - $3.73M
625K $31.7M
DBA
Invesco Db Agriculture Fund

ETFs
159K
+ 17.46%
$26.05 - $28.38 $4.14M - $4.51M
1.07M $28.2M
RPV
Invesco Exchange Traded Fd Tr

ETFs
6.72K
+ 0.43%
$89.33 - $95.17 $600K - $639K
1.56M $144M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
16K
+ 0.81%
$60.44 - $69.57 $966K - $1.11M
1.98M $132M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
116K
+ 1.73%
$15.0 - $15.91 $1.75M - $1.85M
6.86M $107M
ORLA
Orla Mining Ltd.

Basic Materials
90.2K
+ 11.42%
$5.49 - $9.35 $495K - $844K
880K $8.23M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
149K
+ 1.75%
$19.43 - $19.62 $2.89M - $2.92M
8.65M $169M
SCHQ
Schwab Strategic Tr Long Term

ETFs
109K
+ 51.85%
$30.72 - $33.22 $3.35M - $3.62M
319K $10.5M
BBD
Bank Bradesco

Financial Services
1.11M
+ 26.04%
$1.85 - $2.32 $2.06M - $2.58M
5.38M $12M
ASH
Ashland Global Holdings Inc

Basic Materials
138K
+ 38.42%
$55.87 - $73.16 $7.73M - $10.1M
499K $29.6M
HAP
Vaneck ETF Tr Natural Resource

ETFs
74.8K
+ 356.82%
$45.93 - $50.37 $3.43M - $3.77M
95.7K $4.77M
EWX
Spdr S&P Emerging Markets Smal

ETFs
71.8K
+ 43.08%
$55.48 - $59.47 $3.98M - $4.27M
238K $13.5M
NABL
N Able, Inc.

Technology
784K
+ 96.02%
$6.92 - $10.3 $5.43M - $8.08M
1.6M $11.3M
PFFV
Global X Variable Rate Preferr

Technology
151K
+ 11.7%
$23.51 - $24.14 $3.56M - $3.66M
1.45M $34.2M
CIGI
Colliers International Group Inc.

Real Estate
41.3K
+ 44.42%
$118.9 - $145.92 $4.91M - $6.02M
134K $16.3M
ERII
Energy Recovery, Inc.

Industrials
174K
+ 23.56%
$14.06 - $16.83 $2.44M - $2.92M
910K $14.5M
MEOH
Methanex Corp

Basic Materials
310K
+ 63.09%
$35.09 - $53.61 $10.9M - $16.6M
802K $28.2M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
160K
+ 84.26%
$21.16 - $21.77 $3.39M - $3.48M
350K $7.62M
SKE
Skeena Resources LTD

Basic Materials
342K
+ 411.97%
$9.06 - $11.5 $3.09M - $3.93M
424K $4.28M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
118K
+ 27.46%
$25.21 - $26.38 $2.96M - $3.1M
545K $14.4M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
63.3K
+ 12.56%
$26.71 - $31.58 $1.69M - $2M
567K $17.2M
IEO
Ishares Tr

ETFs
17.2K
+ 4.47%
$86.02 - $99.13 $1.48M - $1.7M
401K $37.9M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
160K
+ 9.47%
$20.08 - $21.07 $3.2M - $3.36M
1.84M $37.6M
IXJ
Ishares Global Healthcare ETF

ETFs
11K
+ 2.3%
$86.01 - $94.19 $949K - $1.04M
491K $44.8M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
791K
+ 11.04%
$3.92 - $4.13 $3.1M - $3.27M
7.95M $31.7M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
169K
+ 29.55%
$21.89 - $22.65 $3.7M - $3.82M
740K $16.2M
GHC
Graham Holdings CO

Consumer Defensive
605
+ 1.85%
$854.34 - $983.77 $517K - $595K
33.4K $32.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
98K
+ 15.5%
$80.73 - $94.96 $7.91M - $9.3M
730K $60.6M
SJW
Sjw Group

Utilities
9.71K
+ 1.81%
$45.47 - $55.8 $441K - $542K
547K $29.9M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
80.1K
+ 12.5%
$31.09 - $34.34 $2.49M - $2.75M
721K $23.9M
UTG
Reaves Utility Income Fund

Financial Services
83.4K
+ 9.5%
$31.08 - $34.42 $2.59M - $2.87M
960K $31.3M
IHS
Ihs Holding LTD

Communication Services
486K
+ 121.47%
$3.03 - $5.37 $1.47M - $2.61M
886K $4.63M
EWZS
Ishares Msci Brazil Small Cap

ETFs
106K
+ 6.93%
$9.18 - $11.21 $970K - $1.18M
1.63M $17.5M
XNET
Xunlei LTD

Communication Services
104K
+ 8.8%
$1.96 - $5.12 $205K - $535K
1.29M $5.8M
TV
Grupo Televisa, S.A.B.

Communication Services
1.91M
+ 193.51%
$1.68 - $2.17 $3.21M - $4.14M
2.9M $5.07M
BORR
Borr Drilling LTD

Energy
3.7M
+ 134.83%
$2.13 - $4.06 $7.88M - $15M
6.44M $14.1M
INSW
International Seaways, Inc.

Energy
146K
+ 27.75%
$32.85 - $41.61 $4.8M - $6.08M
672K $22.3M
LSPD
Lightspeed Commerce Inc.

Technology
605K
+ 207.06%
$8.75 - $16.19 $5.3M - $9.8M
898K $7.85M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
321K
+ 12.46%
$10.81 - $11.3 $3.47M - $3.62M
2.9M $31.8M
AVSC
American Centy ETF Tr Avantis
119K
+ 29.92%
$48.08 - $56.12 $5.71M - $6.66M
515K $24.9M
HIMX
Himax Technologies, Inc.

Technology
510K
+ 93.34%
$7.2 - $12.85 $3.67M - $6.55M
1.06M $7.76M
AMPS
Altus Power, Inc.

Utilities
592K
+ 122.1%
$3.31 - $4.96 $1.96M - $2.94M
1.08M $5.33M
EEMV
Ishares Msci Emerging Markets

ETFs
43.7K
+ 1.9%
$57.07 - $59.29 $2.49M - $2.59M
2.35M $137M
VIXM
Pro Shares Trust Ii

ETFs
209K
+ 621.82%
$14.18 - $16.55 $2.96M - $3.45M
242K $3.84M
BHC
Bausch Health Companies Inc.

Healthcare
583K
+ 218.28%
$6.16 - $7.94 $3.59M - $4.63M
851K $5.5M
EZPW
Ezcorp Inc

Financial Services
88K
+ 10.79%
$11.82 - $15.0 $1.04M - $1.32M
903K $13.3M
MAG
Mag Silver Corp

Basic Materials
184K
+ 60.24%
$13.74 - $17.1 $2.53M - $3.15M
491K $7.5M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
699K
+ 7.05%
$5.87 - $6.26 $4.1M - $4.38M
10.6M $62.5M
BGB
Blackstone Strategic Credit Fund

Financial Services
297K
+ 16.57%
$11.96 - $12.62 $3.55M - $3.75M
2.09M $25.2M
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
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