Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
9.06K
+ 2.38%
$18.01 - $18.31 $163K - $166K
389K $7.03M
CRF
Cornerstone Total Return Fund Inc

Financial Services
67.2K
+ 30.48%
$7.17 - $9.1 $482K - $612K
288K $2.07M
KEN
Kenon Holdings Ltd.

Utilities
5.07K
+ 88.2%
$30.14 - $35.25 $153K - $179K
10.8K $345K
WRN
Western Copper & Gold Corp

Basic Materials
128K
+ 395.58%
$0.99 - $1.21 $127K - $155K
160K $182K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
10.3K
+ 12.76%
$14.78 - $15.71 $153K - $162K
91.2K $1.35M
DLHC
Dlh Holdings Corp.

Industrials
56.9K
+ 266.72%
$4.05 - $8.08 $230K - $460K
78.2K $316K
PFI
Invesco Exchange Traded Fd Tr

ETFs
5.67K
+ 12.81%
$50.78 - $61.71 $288K - $350K
49.9K $2.67M
SPVM
Invesco S&P 500 Value With Mom

ETFs
2.6K
+ 8.97%
$55.27 - $60.16 $144K - $156K
31.6K $1.81M
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
2.86K
+ 187.61%
$59.65 - $103.38 $171K - $296K
4.39K $273K
SRG
Seritage Growth Properties

Real Estate
59.9K
+ 105.93%
$3.23 - $4.21 $193K - $252K
116K $376K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.48K
+ 12.4%
$25.1 - $27.85 $87.4K - $97K
31.6K $850K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
7.4K
+ 5.34%
$22.66 - $23.19 $168K - $172K
146K $3.32M
BOCT
Innovator U.S. Equity Buffer E

ETFs
3.35K
+ 424.43%
$41.53 - $44.57 $139K - $149K
4.14K $174K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
9.77K
+ 8.74%
$22.8 - $25.6 $223K - $250K
122K $2.96M
LAKE
Lakeland Industries Inc

Consumer Cyclical
10.1K
+ 80.52%
$18.76 - $26.47 $190K - $268K
22.7K $460K
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
96.4K
+ 90.48%
$3.56 - $6.47 $343K - $623K
203K $722K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.81K
+ 62.47%
$25.44 - $27.95 $122K - $135K
12.5K $338K
BRFH
Barfresh Food Group Inc.

Consumer Defensive
39K
+ 24.35%
$2.48 - $4.54 $96.7K - $177K
199K $607K
PCEF
Invesco Cef Income Composite E

ETFs
41.6K
+ 1.98%
$18.8 - $19.89 $783K - $828K
2.15M $40.4M
BEAT
Heart Beam, Inc.

Healthcare
66.7K
+ 1100.83%
$1.94 - $2.48 $129K - $165K
72.7K $146K
BOOM
Dmc Global Inc.

Energy
2.42K
+ 2.31%
$7.19 - $9.06 $17.4K - $21.9K
107K $899K
ABCL
Ab Cellera Biologics Inc.

Healthcare
354K
+ 37.73%
$2.2 - $3.53 $778K - $1.25M
1.29M $2.88M
MATV
Schweitzer Mauduit International Inc

Basic Materials
480K
+ 78.33%
$5.67 - $10.97 $2.72M - $5.26M
1.09M $6.8M
FOSL
Fossil Group, Inc.

Consumer Cyclical
197K
+ 105.09%
$1.12 - $2.01 $221K - $397K
385K $442K
TBT
Proshares Ultrashort 20+Year T

ETFs
3.89K
+ 1016.19%
$32.51 - $38.65 $127K - $150K
4.28K $143K
BWMN
Bowman Consulting Group Ltd.

Industrials
10.2K
+ 33.1%
$18.39 - $26.53 $187K - $270K
40.9K $893K
EVRI
Everi Holdings Inc.

Consumer Cyclical
3.22K
+ 0.64%
$13.51 - $13.81 $43.5K - $44.5K
508K $6.94M
LUCD
Lucid Diagnostics Inc.

Healthcare
57K
+ 104.4%
$0.79 - $1.59 $45K - $90.6K
112K $166K
GNSS
Genasys Inc.

Technology
54.9K
+ 634.4%
$2.12 - $3.56 $116K - $195K
63.5K $144K
ENOR
Ishares Tr Msci Norway ETF

ETFs
1.22K
+ 4.67%
$22.79 - $26.25 $27.7K - $31.9K
27.3K $707K
DIG
Proshares Ultra Oil & Gas

ETFs
2.65K
+ 182.3%
$35.36 - $43.17 $93.6K - $114K
4.1K $172K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
1.54K
+ 0.46%
$11.66 - $12.58 $18K - $19.4K
338K $4.06M
FLCH
Franklin Templeton ETF Tr

ETFs
3.95K
+ 32.39%
$17.31 - $22.91 $68.3K - $90.4K
16.1K $344K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.52K
+ 3.06%
$48.29 - $51.95 $122K - $131K
85.1K $4.22M
RDW
Redwire Corp

Industrials
375K
+ 102.43%
$8.29 - $25.66 $3.11M - $9.61M
740K $6.14M
VEL
Velocity Financial, Inc.

Financial Services
9.22K
+ 13.91%
$18.39 - $20.48 $170K - $189K
75.5K $1.41M
SLQT
Select Quote, Inc.

Financial Services
258K
+ 13.15%
$3.34 - $6.05 $861K - $1.56M
2.22M $7.41M
THM
International Tower Hill Mines LTD

Basic Materials
93.2K
+ 28.25%
$0.45 - $0.73 $42K - $68.1K
423K $266K
PFL
Pimco Income Strategy Fund

Financial Services
661
+ 0.13%
$8.39 - $8.6 $5.55K - $5.68K
496K $4.27M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
32K
+ 30.97%
$5.91 - $6.78 $189K - $217K
135K $800K
BGT
Blackrock Floating Rate Income Trust

Financial Services
32.1K
+ 4.95%
$12.34 - $12.93 $396K - $415K
680K $8.44M
NINE
Nine Energy Service, Inc.

Energy
99K
+ 65.94%
$0.99 - $1.48 $98K - $147K
249K $281K
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.51K
+ 91.7%
$46.03 - $49.45 $115K - $124K
5.24K $244K
DAX
Global X Fds Dax Germany ETF

ETFs
2.72K
+ 272.03%
$33.12 - $41.49 $90.2K - $113K
3.72K $145K
LFT
Lument Finance Trust, Inc.

Real Estate
41.9K
+ 1216.19%
$2.41 - $2.83 $101K - $119K
45.4K $118K
DFAE
Dimensional ETF Tr

ETFs
3.68K
+ 15.09%
$24.64 - $26.86 $90.8K - $99K
28.1K $727K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
21.7K
+ 113.45%
$5.08 - $6.79 $110K - $147K
40.7K $229K
FRAF
Franklin Financial Services Corp

Financial Services
2.3K
+ 49.83%
$28.08 - $38.01 $64.6K - $87.5K
6.92K $245K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
265K
+ 411.14%
$0.63 - $2.2 $167K - $583K
330K $214K
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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