Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KGEIF
Kolibri Global Energy Inc.
13.7K
+ 247.56%
N/A
19.2K $74K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
2.64K
+ 2.06%
$16.06 - $17.52 $42.3K - $46.2K
131K $2.17M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
201
+ 4.81%
$217.62 - $242.36 $43.7K - $48.7K
4.38K $988K
CZWI
Citizens Community Bancorp Inc.

Financial Services
3.88K
+ 159.95%
$13.78 - $16.29 $53.5K - $63.2K
6.31K $90K
BIBL
Northern Lts Fd Tr Iv

ETFs
1.34K
+ 267.86%
$37.55 - $41.94 $50.4K - $56.3K
1.84K $70K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.15K
+ 206.83%
$39.43 - $44.62 $45.3K - $51.3K
1.71K $73K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
1.45K
+ 117.68%
$34.06 - $36.44 $49.4K - $52.9K
2.68K $94K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
893
+ 47.15%
$49.08 - $52.44 $43.8K - $46.8K
2.79K $144K
CBAN
Colony Bankcorp Inc

Financial Services
2.91K
+ 2.13%
$14.67 - $17.66 $42.7K - $51.4K
139K $2.25M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
4.56K
+ 2.21%
$7.75 - $7.98 $35.3K - $36.4K
211K $1.64M
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
1.61K
+ 21.7%
$11.16 - $15.57 $17.9K - $25K
9.01K $129K
GURU
Global X Guru Index ETF

ETFs
1.35K
+ 6.45%
$47.54 - $53.92 $64K - $72.6K
22.2K $1.09M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
601
+ 143.1%
$73.16 - $83.16 $44K - $50K
1.02K $76K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
3.46K
+ 2.09%
$11.8 - $12.22 $40.8K - $42.3K
169K $2.01M
FINW
Finwise Bancorp

Financial Services
2.44K
+ 141.2%
$15.33 - $20.63 $37.4K - $50.3K
4.17K $72K
TIXT
Telus International (Cda) Inc.

Technology
210K
+ 49.65%
$2.67 - $4.19 $560K - $878K
632K $1.7M
LPSN
Liveperson Inc

Technology
153K
+ 141.51%
$0.8 - $1.66 $122K - $254K
261K $208K
DERM
Journey Medical Corp

Healthcare
4.49K
+ 46.32%
$3.66 - $6.54 $16.4K - $29.4K
14.2K $83K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
5.93K
+ 5.01%
$14.9 - $16.57 $88.3K - $98.2K
124K $1.9M
ICCC
Immucell Corp

Healthcare
13.8K
+ 21.86%
$4.62 - $5.5 $63.8K - $75.9K
76.9K $368K
VOC
Voc Energy Trust

Energy
22.2K
+ 133.3%
$2.93 - $5.09 $65K - $113K
38.9K $122K
DBO
Invesco Db Oil Fund

ETFs
2.85K
+ 6.8%
$13.36 - $15.88 $38K - $45.2K
44.7K $641K
SMBK
Smartfinancial Inc.

Financial Services
859
+ 0.58%
$29.39 - $36.82 $25.2K - $31.6K
149K $4.64M
RPID
Rapid Micro Biosystems, Inc.

Healthcare
9.46K
+ 93.56%
$0.98 - $3.9 $9.27K - $36.9K
19.6K $51K
CSPI
Csp Inc

Technology
3.04K
+ 91.63%
$15.27 - $21.62 $46.5K - $65.8K
6.37K $97K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
4.13K
+ 5.07%
$9.93 - $10.39 $41K - $42.9K
85.4K $855K
VOXX
Voxx International Corp

Technology
5.47K
+ 275.42%
$7.31 - $7.5 $40K - $41K
7.45K $55K
VOTE
Engine No 1 ETF Tr

ETFs
1.36K
+ 9.62%
$64.6 - $72.12 $88.1K - $98.4K
15.5K $1.02M
CVAC
Cure Vac N.V.

Healthcare
36.8K
+ 37.79%
$2.77 - $4.68 $102K - $172K
134K $371K
MILN
Global X Funds Global X Millen

ETFs
3.01K
+ 6.2%
$41.85 - $49.7 $126K - $150K
51.6K $2.23M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.03K
+ 7.87%
$29.34 - $31.31 $59.7K - $63.7K
27.9K $827K
DUOT
Duos Technologies Group, Inc.

Technology
8.1K
+ 32.4%
$4.93 - $7.84 $39.9K - $63.5K
33.1K $186K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
47.5K
+ 27.19%
$3.35 - $4.83 $159K - $229K
222K $752K
FID
First Tr Exchange Trded Fd Vi

ETFs
2.18K
+ 172.96%
$15.83 - $17.53 $34.5K - $38.2K
3.44K $59K
TCHP
T Rowe Price Exchange Traded F

Technology
1.01K
+ 884.21%
$37.86 - $44.2 $38.2K - $44.6K
1.12K $42K
SMTI
Sanara Med Tech Inc.

Healthcare
2.29K
+ 16.61%
$30.15 - $38.12 $69K - $87.2K
16.1K $495K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
1K
+ 758.33%
$37.45 - $40.88 $37.5K - $40.9K
1.13K $43K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
575
+ 2.86%
$28.37 - $29.61 $16.3K - $17K
20.7K $606K
EURN
Euronav Nv

Energy
2.4K
+ 3.71%
N/A
67.1K $1.04M
LGL
Lgl Group Inc

Technology
5.48K
+ 1827.0%
$5.77 - $7.28 $31.6K - $39.9K
5.78K $37K
EARN
Ellington Residential Mortgage Reit

Real Estate
32.4K
+ 28.03%
$5.41 - $6.82 $175K - $221K
148K $801K
PPSI
Pioneer Power Solutions, Inc.

Industrials
18.6K
+ 108.89%
$2.99 - $4.34 $55.5K - $80.5K
35.6K $106K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
6.17K
+ 19.88%
$7.29 - $8.38 $45K - $51.7K
37.2K $294K
JCE
Nuveen Core Equity Alpha Fund

Financial Services
32.7K
+ 9.68%
$14.32 - $16.14 $469K - $529K
371K $5.41M
AUST
Austin Gold Corp.

Basic Materials
29.2K
+ 28.55%
N/A
132K $147K
JHEM
John Hancock Exchange Traded

ETFs
502
+ 2.04%
$25.12 - $27.4 $12.6K - $13.8K
25.1K $670K
PBP
Invesco Exchange Traded Fd Tr

ETFs
34.2K
+ 6.6%
$21.85 - $24.13 $748K - $826K
553K $12.3M
VIACA
Paramount Global

Communication Services
1.17K
+ 1.33%
N/A
88.8K $2.44M
ZVIA
Zevia Pbc

Consumer Defensive
24K
+ 235.72%
$2.03 - $4.83 $48.6K - $116K
34.1K $73K
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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