Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCAP
First Capital Inc

Financial Services
1.87K
+ 32.68%
$30.85 - $38.78 $57.8K - $72.6K
7.6K $289K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
309K
+ 46.77%
$0.45 - $0.72 $139K - $222K
969K $435K
BWAY
Brainsway Ltd.

Healthcare
10.9K
+ 56.43%
$9.19 - $11.41 $100K - $125K
30.3K $286K
PHT
Pioneer High Income Fund, Inc.

Financial Services
13.6K
+ 10.38%
$7.59 - $7.97 $103K - $108K
145K $1.12M
MDV
Modiv Inc.

Real Estate
4.81K
+ 23.52%
$14.39 - $16.05 $69.2K - $77.2K
25.2K $405K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
5.5K
+ 1.03%
$23.49 - $23.77 $129K - $131K
541K $12.7M
FGM
First Trust Germany Alphadex F

ETFs
1.83K
+ 73.92%
$38.02 - $50.64 $69.5K - $92.6K
4.3K $197K
SPE
Special Opportunities Fund, Inc.

Financial Services
3.75K
+ 3.32%
$14.7 - $15.68 $55.2K - $58.9K
117K $1.76M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
3.51K
+ 16.45%
$43.48 - $52.89 $152K - $185K
24.8K $1.08M
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
23.9K
+ 14.37%
$6.98 - $8.14 $167K - $194K
190K $1.33M
BBAX
J P Morgan Betabuilders Develo

ETFs
2.59K
+ 1.01%
$48.21 - $51.59 $125K - $134K
260K $12.7M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.39K
+ 15.5%
$28.16 - $31.35 $67.4K - $75K
17.8K $538K
VPN
Global X Fds Data Ctr Reits &

ETFs
6.12K
+ 2012.17%
N/A
6.42K $102K
AMPX
Amprius Technologies, Inc.

Industrials
42.6K
+ 30.2%
$1.78 - $3.84 $75.8K - $164K
184K $492K
CIL
Victory Portfolios Ii Shs Intl

ETFs
2.14K
+ 214400.0%
$41.3 - $46.49 $88.5K - $99.7K
2.15K $97K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
6.98K
+ 6.37%
$24.57 - $26.23 $172K - $183K
117K $2.87M
BALT
Innovator Etfs Tr
3.04K
+ 880.58%
$31.31 - $31.89 $95.1K - $96.9K
3.38K $106K
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.55K
+ 255200.0%
$36.7 - $42.78 $93.7K - $109K
2.55K $96K
STRW
Strawberry Fields Reit, Inc.
4.86K
+ 19.29%
$10.28 - $12.6 $50K - $61.3K
30.1K $358K
RCG
Renn Fund, Inc.

Financial Services
33.4K
+ 98.19%
$2.29 - $2.87 $76.5K - $95.8K
67.4K $171K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.21K
+ 336.47%
$41.45 - $46.58 $91.8K - $103K
2.87K $122K
SIGA
Siga Technologies Inc

Healthcare
41.2K
+ 16.37%
$5.39 - $6.47 $222K - $267K
293K $1.6M
FT
Franklin Universal Trust

Financial Services
1.92K
+ 0.55%
$7.25 - $7.66 $13.9K - $14.7K
350K $2.64M
DLNG
Dynagas Lng Partners LP

Energy
204K
+ 50.26%
$3.77 - $5.54 $768K - $1.13M
609K $2.3M
HWBK
Hawthorn Bancshares, Inc.

Financial Services
3.21K
+ 366.06%
$25.9 - $35.36 $83.2K - $114K
4.09K $115K
XITK
Spdr Ser Tr Factset Innovative

ETFs
573
+ 458.4%
$159.89 - $195.54 $91.6K - $112K
698 $111K
DJD
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 67.17%
$50.21 - $54.3 $80.4K - $87K
3.99K $210K
DBB
Invesco Db Base Metals Fund

ETFs
3.19K
+ 3.95%
$18.55 - $19.95 $59.1K - $63.6K
83.9K $1.61M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
1.24K
+ 25.04%
$93.1 - $106.93 $115K - $132K
6.19K $591K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
8.26K
+ 3.47%
$11.09 - $11.43 $91.6K - $94.4K
246K $2.76M
MTLS
Materialise Nv

Technology
39.3K
+ 79.55%
$4.9 - $9.62 $193K - $378K
88.8K $436K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
3.78K
+ 21.93%
$14.5 - $18.07 $54.8K - $68.3K
21K $351K
LARK
Landmark Bancorp Inc

Financial Services
3.12K
+ 687.64%
$22.92 - $27.55 $71.4K - $85.8K
3.57K $97K
CPSI
Computer Programs & Systems Inc

Healthcare
10.2K
+ 6.64%
N/A
163K $1.39M
SBT
Sterling Bancorp, Inc.

Financial Services
9.4K
+ 1.86%
$4.56 - $4.9 $42.9K - $46.1K
514K $2.49M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
663
+ 162.9%
$131.8 - $147.86 $87.4K - $98K
1.07K $143K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.41K
+ 268.25%
$59.79 - $67.15 $84.4K - $94.7K
1.94K $117K
ACU
Acme United Corp

Consumer Defensive
1.83K
+ 38.73%
$34.47 - $40.95 $63.1K - $74.9K
6.56K $259K
MMT
Mfs Multimarket Income Trust

Financial Services
42.2K
+ 1.49%
$4.6 - $4.74 $194K - $200K
2.88M $13.4M
ZIP
Ziprecruiter, Inc.

Industrials
215K
+ 24.49%
$5.44 - $8.09 $1.17M - $1.74M
1.09M $6.43M
BCBP
Bcb Bancorp Inc

Financial Services
34.6K
+ 26.4%
$9.52 - $11.89 $329K - $411K
166K $1.63M
CURI
Curiosity Stream Inc.

Communication Services
28.4K
+ 635.14%
$1.52 - $3.17 $43.1K - $89.9K
32.8K $87K
JUPW
Jupiter Wellness, Inc.

Healthcare
27.5K
+ 65.7%
N/A
69.4K $202K
PSR
Invesco Actively

ETFs
220
+ 0.84%
$86.57 - $95.84 $19K - $21.1K
26.4K $2.44M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
3.32K
+ 11.71%
$20.4 - $21.07 $67.7K - $70K
31.7K $664K
CHCI
Comstock Holding Companies, Inc.

Real Estate
9.01K
+ 590.11%
$6.4 - $9.96 $57.7K - $89.7K
10.5K $90K
TR
Tootsie Roll Industries Inc

Consumer Defensive
6.83K
+ 4.24%
$30.44 - $32.85 $208K - $224K
168K $5.28M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
22.3K
+ 3.97%
$8.44 - $9.01 $188K - $201K
583K $4.98M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
22.6K
+ 44.98%
$3.17 - $3.79 $71.6K - $85.7K
72.9K $237K
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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