Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MPV
Barings Participation Investors

Financial Services
5.37K
+ 1.74%
$15.2 - $17.63 $81.6K - $94.6K
315K $5.55M
FARM
Farmer Brothers CO

Consumer Defensive
115K
+ 11122.45%
$1.64 - $3.03 $189K - $350K
116K $258K
RSKD
Riskified Ltd.

Technology
57.6K
+ 59.71%
$4.49 - $5.9 $259K - $340K
154K $712K
ELMD
Electromed, Inc.

Healthcare
18K
+ 58.84%
$23.34 - $35.47 $420K - $638K
48.5K $1.16M
ESTC
Elastic N.V.

Technology
79.8K
+ 11.61%
$89.1 - $117.76 $7.11M - $9.39M
766K $68.3M
FDUS
Fidus Investment Corp

Financial Services
21.1K
+ 7.43%
$20.39 - $23.37 $431K - $493K
305K $6.22M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
29.1K
+ 6.55%
$10.37 - $10.83 $302K - $315K
474K $4.92M
BFZ
Blackrock California Municipal Income Trust

Financial Services
27.3K
+ 11.77%
$10.85 - $11.5 $296K - $314K
259K $2.85M
ITIC
Investors Title CO

Financial Services
721
+ 4.24%
$214.82 - $245.71 $155K - $177K
17.7K $4.28M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
4.19K
+ 3.76%
$39.59 - $40.95 $166K - $171K
116K $4.69M
HNDL
Strategy Shs

ETFs
11.5K
+ 569.36%
$20.7 - $21.8 $239K - $252K
13.6K $286K
EWK
Ishares Inc Msci Belgium ETF

ETFs
10.7K
+ 47.84%
$17.9 - $20.55 $192K - $220K
33.1K $652K
GROY
Gold Royalty Corp.

Basic Materials
119K
+ 40.09%
$1.2 - $1.56 $143K - $186K
417K $600K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
56.3K
+ 6.61%
$6.0 - $7.54 $338K - $425K
908K $5.64M
GLO
Clough Global Opportunities Fund

Financial Services
243K
+ 5.89%
$4.84 - $5.37 $1.18M - $1.31M
4.37M $21.4M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
11K
+ 7.22%
$11.43 - $13.44 $126K - $148K
164K $1.97M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3.44K
+ 3.68%
$111.29 - $123.42 $383K - $425K
97.2K $11.1M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
31.2K
+ 6.6%
$5.96 - $6.37 $186K - $199K
504K $3.11M
DISV
Dimensional ETF Tr Dimensional

ETFs
6.96K
+ 57.18%
$26.09 - $30.21 $182K - $210K
19.1K $557K
LRMR
Larimar Therapeutics, Inc.

Healthcare
241K
+ 141.73%
$2.15 - $4.18 $519K - $1.01M
411K $884K
FTHI
First Trust Exchange Traded Fd

ETFs
11K
+ 197.22%
$21.62 - $23.74 $238K - $261K
16.6K $362K
CINT
Ci&T Inc

Technology
39.4K
+ 74.31%
$5.66 - $7.64 $223K - $301K
92.5K $552K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
4.54K
+ 31.82%
$58.87 - $66.27 $267K - $301K
18.8K $1.11M
TSI
Tcw Strategic Income Fund Inc

Financial Services
35.2K
+ 3.07%
$4.76 - $4.93 $168K - $174K
1.18M $5.75M
SOHU
Sohu.Com LTD

Communication Services
17.4K
+ 35.82%
$11.85 - $14.88 $206K - $259K
65.9K $867K
SPOK
Spok Holdings, Inc

Healthcare
10.1K
+ 6.39%
$15.54 - $17.2 $157K - $174K
169K $2.77M
CXSE
Wisdomtree Tr China Ex State O

ETFs
2
+ 0.0%
$27.92 - $36.23 $55.8 - $72.5
54.3K $1.85M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
11.1K
+ 5.43%
$23.1 - $23.56 $256K - $261K
215K $4.98M
BLDP
Ballard Power Systems Inc.

Industrials
750K
+ 69.95%
$1.1 - $1.99 $825K - $1.49M
1.82M $2.01M
EBTC
Enterprise Bancorp Inc

Financial Services
6.3K
+ 16.91%
$37.23 - $44.37 $235K - $280K
43.6K $1.7M
RMBS
Rambus Inc

Technology
23.3K
+ 2.55%
$51.55 - $68.59 $1.2M - $1.6M
938K $48.6M
OSK
Oshkosh Corp

Industrials
13K
+ 1.28%
$89.56 - $116.4 $1.16M - $1.51M
1.03M $96.6M
CXDO
Crexendo, Inc.

Communication Services
47K
+ 170.27%
$4.87 - $7.16 $229K - $336K
74.5K $362K
SVC
Service Properties Trust

Real Estate
22.8K
+ 1.01%
$2.38 - $2.99 $54.2K - $68.1K
2.27M $5.93M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.23K
+ 3.16%
$178.65 - $194.73 $220K - $240K
40.3K $7.4M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
3.62K
+ 2.04%
$49.92 - $50.3 $181K - $182K
181K $9.06M
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
1.51K
+ 30.87%
$38.15 - $61.67 $57.5K - $92.9K
6.38K $391K
FBCV
Fidelity Covington Tr Blue Chi

ETFs
6.65K
+ 160.87%
$31.01 - $32.71 $206K - $217K
10.8K $344K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
22.1K
+ 17.71%
$10.14 - $10.65 $224K - $235K
147K $1.5M
JPEM
Jp Morgan Diversified Return

ETFs
686
+ 0.33%
$50.81 - $54.04 $34.9K - $37.1K
211K $11.1M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
2.49K
+ 2.54%
$60.84 - $63.42 $152K - $158K
101K $6.24M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
19K
+ 9.99%
$37.78 - $43.82 $718K - $833K
209K $8.27M
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
30K
+ 34.67%
$8.03 - $11.5 $241K - $345K
116K $994K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
22.7K
+ 13.06%
$9.62 - $10.12 $219K - $230K
197K $1.91M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
6.22K
+ 7.79%
$23.66 - $24.55 $147K - $153K
86K $2.11M
VLN
Valens Semiconductor Ltd.

Technology
105K
+ 580.58%
$1.95 - $3.46 $205K - $364K
123K $251K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
15.9K
+ 6.21%
$14.27 - $15.19 $227K - $242K
272K $3.9M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
4.47K
+ 3.67%
$94.63 - $114.82 $423K - $513K
126K $12.6M
VMD
Viemed Healthcare, Inc.

Healthcare
40.7K
+ 31.29%
$7.2 - $8.43 $293K - $343K
171K $1.24M
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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