Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PMM
Putnam Managed Municipal Income Trust

Financial Services
78.4K
+ 10.87%
$5.99 - $6.38 $470K - $500K
800K $4.9M
PPTA
Perpetua Resources Corp.

Basic Materials
54.9K
+ 26.71%
$8.03 - $12.92 $441K - $709K
260K $2.78M
PVI
Invesco Vrdo Tax Free ETF

ETFs
23.5K
+ 59.14%
$24.73 - $24.89 $581K - $585K
63.3K $1.57M
APG
A Pi Group Corp

Industrials
20.1K
+ 3.24%
$35.67 - $40.88 $715K - $820K
640K $22.9M
ARTNA
Artesian Resources Corp

Utilities
13.2K
+ 8.8%
$29.68 - $33.46 $392K - $442K
163K $5.33M
OFLX
Omega Flex, Inc.

Industrials
32.8K
+ 42.31%
$34.78 - $41.97 $1.14M - $1.38M
110K $3.84M
ICVT
Ishares Tr Convertible Bond Et

ETFs
12.9K
+ 3.55%
$83.18 - $89.27 $1.07M - $1.15M
376K $31.4M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
10.6K
+ 7.59%
$35.57 - $38.16 $378K - $405K
150K $5.64M
PWP
Perella Weinberg Partners

Financial Services
147K
+ 37.69%
$18.4 - $26.41 $2.7M - $3.88M
536K $9.87M
CLPT
Clear Point Neuro, Inc.

Healthcare
73.6K
+ 87.3%
$11.89 - $18.8 $875K - $1.38M
158K $1.88M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
79.3K
+ 8.38%
$34.5 - $38.9 $2.74M - $3.09M
1.03M $35.5M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
46.3K
+ 17.79%
$7.5 - $8.48 $348K - $393K
307K $2.57M
VKQ
Invesco Municipal Trust

Financial Services
72.7K
+ 8.79%
$9.53 - $10.07 $693K - $732K
900K $8.68M
FUNC
First United Corp

Financial Services
21.5K
+ 102.22%
$29.27 - $41.55 $628K - $892K
42.5K $1.28M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
231K
+ 6.12%
$8.02 - $8.72 $1.85M - $2.01M
4M $32.6M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
9.19K
+ 28.66%
$70.74 - $89.0 $650K - $818K
41.2K $3.11M
SENEA
Seneca Foods Corp

Consumer Defensive
1.53K
+ 3.55%
$71.34 - $90.35 $109K - $138K
44.6K $3.98M
RLX
Rlx Technology Inc.

Consumer Defensive
986K
+ 21.29%
$1.88 - $2.49 $1.85M - $2.45M
5.62M $10.6M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
63.6K
+ 9.85%
$4.96 - $5.5 $315K - $350K
709K $3.79M
HEEM
Ishares Currency Hedged Msci E

ETFs
7.78K
+ 2.52%
$26.44 - $29.01 $206K - $226K
316K $8.88M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
31.1K
+ 1.26%
$18.12 - $19.21 $563K - $597K
2.5M $45.6M
DBL
Double Line Opportunistic Credit Fund

Financial Services
30K
+ 5.51%
$15.51 - $15.85 $465K - $475K
574K $8.97M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
5.92K
+ 591600.0%
$88.87 - $97.02 $526K - $574K
5.92K $538K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
26.3K
+ 56.6%
$20.57 - $21.12 $541K - $555K
72.7K $1.51M
GOOD
Gladstone Commercial Corp

Real Estate
61K
+ 20.26%
$14.73 - $16.42 $898K - $1M
362K $5.42M
CHRD
Oasis Petroleum Inc.

Energy
24.9K
+ 4.2%
$101.34 - $127.78 $2.52M - $3.18M
619K $69.7M
ERH
Allspring Utilities & High Income Fund

Financial Services
36.6K
+ 8.83%
$10.65 - $11.42 $389K - $417K
451K $4.96M
FSLY
Fastly, Inc.

Technology
2.35M
+ 50.93%
$6.33 - $10.92 $14.9M - $25.7M
6.97M $44.1M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
24K
+ 6.97%
$21.05 - $21.54 $505K - $517K
368K $7.79M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
48.9K
+ 55.94%
$11.94 - $12.73 $584K - $623K
136K $1.63M
PSNL
Personalis, Inc.

Healthcare
310K
+ 124.21%
$3.51 - $6.64 $1.09M - $2.06M
560K $1.97M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
116K
+ 3.38%
$3.75 - $4.08 $435K - $474K
3.55M $13.8M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
29.6K
+ 22.73%
$16.47 - $17.25 $488K - $511K
160K $2.66M
PNM
Pnm Resources Inc

Utilities
12.4K
+ 1.72%
N/A
730K $30.4M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
31.2K
+ 6.77%
$11.05 - $11.79 $345K - $368K
492K $5.65M
QLV
Flexshares Us Quality Low Vola

ETFs
7.23K
+ 13.55%
$64.42 - $67.54 $466K - $488K
60.6K $3.99M
PRQR
Pro Qr Therapeutics N.V.

Healthcare
898K
+ 184.68%
$1.33 - $2.77 $1.19M - $2.49M
1.38M $1.84M
CZA
Invesco Exchange Traded Fd Tr

ETFs
4.92K
+ 2.87%
$101.07 - $108.24 $497K - $532K
177K $18.3M
IMMR
Immersion Corp

Technology
141K
+ 28.94%
$7.44 - $8.97 $1.05M - $1.27M
630K $4.78M
CGNT
Cognyte Software Ltd.

Technology
82.5K
+ 52.48%
$7.8 - $10.97 $644K - $905K
240K $1.87M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
86.9K
+ 4.88%
$10.14 - $10.47 $882K - $910K
1.87M $19M
ZG
Zillow Group, Inc.

Communication Services
19K
+ 9.92%
$66.41 - $85.29 $1.26M - $1.62M
210K $14.1M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
27.8K
+ 5.14%
$14.61 - $15.83 $406K - $440K
568K $8.57M
CET
Central Securities Corp

Financial Services
14K
+ 7.89%
$44.41 - $48.17 $621K - $673K
191K $8.59M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
49.6K
+ 23.16%
$11.69 - $12.32 $580K - $611K
264K $3.1M
FPH
Five Point Holdings, LLC

Real Estate
89.1K
+ 727.15%
$3.68 - $6.53 $328K - $582K
101K $541K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.72K
+ 0.74%
$25.54 - $28.79 $43.9K - $49.5K
235K $6.51M
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
70.7K
+ 157.88%
$5.61 - $6.74 $397K - $476K
115K $750K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.81K
+ 6536.67%
$49.69 - $50.76 $487K - $498K
9.96K $497K
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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