Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
74.9K
+ 11.92%
$11.63 - $12.23 $871K - $916K
704K $8.26M
SKM
Sk Telecom CO LTD

Communication Services
23.1K
+ 1.19%
$20.91 - $23.05 $482K - $531K
1.96M $41.7M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
36.7K
+ 10.09%
$17.64 - $18.41 $648K - $676K
401K $7.32M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
83.8K
+ 83.5%
$11.67 - $16.75 $978K - $1.4M
184K $2.32M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
7.99K
+ 0.57%
$14.39 - $15.91 $115K - $127K
1.41M $21.7M
SCM
Stellus Capital Investment Corp

Financial Services
61.8K
+ 39.18%
$13.64 - $15.5 $843K - $958K
220K $3.07M
USLM
United States Lime & Minerals Inc

Basic Materials
50K
+ 62.89%
$85.17 - $125.32 $4.26M - $6.27M
130K $11.4M
LGFA
Lions Gate Entmt Corp Cl A Vtg
101K
+ 34.34%
N/A
397K $3.48M
OPRX
Optimize Rx Corp

Healthcare
13.6K
+ 6.69%
$4.14 - $9.47 $56.1K - $128K
216K $1.87M
FHB
First Hawaiian, Inc.

Financial Services
120K
+ 8.84%
$24.13 - $28.18 $2.91M - $3.39M
1.48M $36.3M
HEWJ
Ishares Currency Hedged Msci J

ETFs
24.5K
+ 10.81%
$41.01 - $43.84 $1M - $1.07M
251K $10.5M
FRHC
Freedom Holding Corp.

Financial Services
6.18K
+ 16.51%
$122.16 - $160.98 $755K - $995K
43.6K $5.76M
MVST
Microvast Holdings, Inc.

Industrials
772K
+ 1661.58%
$1.15 - $2.41 $888K - $1.86M
819K $958K
HDGE
Advisorshares Tr Ranger Equity

ETFs
37.3K
+ 29.78%
$15.47 - $17.82 $576K - $664K
162K $2.89M
NAT
Nordic American Tankers LTD

Industrials
212K
+ 3.38%
N/A
6.47M $25.7M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
17.7K
+ 74.62%
$47.41 - $48.44 $838K - $856K
41.4K $1.97M
RYLD
Global X Fds Russell 2000 Cove

ETFs
260K
+ 10.43%
$14.93 - $16.85 $3.88M - $4.38M
2.75M $41.5M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
75.7K
+ 3.2%
$12.53 - $13.05 $948K - $987K
2.44M $30.7M
RCI
Rogers Communications Inc

Communication Services
216K
+ 17.47%
$26.73 - $31.05 $5.78M - $6.71M
1.45M $38.8M
KIO
Kkr Income Opportunities Fund

Financial Services
155K
+ 15.53%
$12.16 - $13.6 $1.89M - $2.11M
1.15M $14.2M
EWA
Ishares Msci Australia ETF

ETFs
50.2K
+ 5.87%
$23.02 - $25.66 $1.16M - $1.29M
906K $21.2M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
42.7K
+ 15.65%
$21.04 - $21.64 $899K - $925K
316K $6.66M
BNO
United States Brent Oil Fund, LP

ETFs
25.9K
+ 264.51%
$28.58 - $33.35 $740K - $863K
35.7K $1.11M
CEVA
Ceva Inc

Technology
220K
+ 27.09%
$25.61 - $38.44 $5.64M - $8.47M
1.03M $26.5M
FQAL
Fidelity Covington Tr Quality

ETFs
13.4K
+ 26.54%
$63.12 - $69.13 $845K - $925K
63.8K $4.09M
EMX
Emx Royalty Corp

Basic Materials
309K
+ 58.34%
$1.67 - $2.11 $517K - $653K
840K $1.71M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
23.4K
+ 6.25%
$21.92 - $22.89 $513K - $535K
398K $9.1M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
4.58K
+ 2.85%
$61.2 - $68.24 $280K - $313K
165K $10.9M
UTZ
Utz Brands, Inc.

Consumer Defensive
104K
+ 24.33%
$13.18 - $15.15 $1.38M - $1.58M
534K $7.52M
TIPT
Tiptree Inc.

Financial Services
11.6K
+ 7.33%
$18.78 - $24.99 $218K - $290K
170K $4.1M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
29.1K
+ 7.81%
$19.55 - $20.33 $569K - $592K
402K $8.17M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
43.4K
+ 17.1%
$28.64 - $32.91 $1.24M - $1.43M
298K $8.63M
OPRT
Oportun Financial Corp

Financial Services
123K
+ 189.84%
$3.61 - $8.7 $445K - $1.07M
188K $1.03M
ILCV
Ishares Morningstar Value ETF

ETFs
7.3K
+ 1.85%
$79.37 - $85.24 $579K - $622K
401K $32.7M
ABEO
Abeona Therapeutics Inc.

Healthcare
185K
+ 141.15%
$4.76 - $6.02 $880K - $1.11M
316K $1.5M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
66.1K
+ 32.82%
$16.3 - $17.47 $1.08M - $1.15M
267K $4.36M
MXCT
Maxcyte, Inc.

Healthcare
2.59M
+ 58.81%
$2.73 - $5.1 $7.08M - $13.2M
7M $19.1M
SOCL
Global X Fds Global X Social M

ETFs
15.7K
+ 28.1%
$41.9 - $49.8 $658K - $782K
71.6K $3.14M
KF
Korea Fund Inc

Financial Services
35.1K
+ 76.62%
$18.49 - $21.45 $649K - $753K
80.9K $1.62M
CGEN
Compugen LTD

Healthcare
567K
+ 69.11%
$1.46 - $2.57 $828K - $1.46M
1.39M $2.03M
DFIV
Dimensional ETF Tr

ETFs
5.62K
+ 3.99%
$35.33 - $40.77 $198K - $229K
146K $5.75M
ATRC
Atri Cure, Inc.

Healthcare
3.58K
+ 0.93%
$30.4 - $42.4 $109K - $152K
387K $12.5M
HPI
John Hancock Preferred Income Fund

Financial Services
46.2K
+ 19.85%
$16.4 - $17.73 $758K - $820K
279K $4.63M
LAND
Gladstone Land Corp

Real Estate
80.5K
+ 29.65%
$10.4 - $11.84 $837K - $953K
352K $3.7M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
61.6K
+ 7.03%
$22.77 - $24.73 $1.4M - $1.52M
938K $21.8M
FCCO
First Community Corp

Financial Services
34.7K
+ 150.74%
$21.71 - $27.55 $753K - $955K
57.7K $1.3M
CLBK
Columbia Financial, Inc.

Financial Services
59.9K
+ 31.16%
$14.76 - $16.27 $884K - $974K
252K $3.78M
HMST
Home Street, Inc.

Financial Services
53.9K
+ 16.73%
$8.61 - $11.74 $464K - $633K
376K $4.42M
DJCO
Daily Journal Corp

Technology
4.35K
+ 74.59%
$376.14 - $580.69 $1.64M - $2.52M
10.2K $4.05M
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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