Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HZO
Marinemax Inc

Consumer Cyclical
48K
+ 29.61%
$21.5 - $32.37 $1.03M - $1.55M
210K $4.51M
PSCD
Invesco S&P Smallcap Consumer

ETFs
582
+ 4.26%
$89.99 - $116.16 $52.4K - $67.6K
14.3K $1.31M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
25.7K
+ 9.2%
$40.67 - $48.92 $1.05M - $1.26M
305K $12.4M
DINO
Hf Sinclair Corp

Energy
176K
+ 6.49%
$30.66 - $38.48 $5.38M - $6.76M
2.88M $94.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.3K
+ 6.19%
$50.44 - $58.1 $568K - $654K
193K $9.95M
IBCP
Independent Bank Corp

Financial Services
13.6K
+ 9.17%
$30.18 - $37.06 $410K - $503K
162K $4.98M
FRST
Primis Financial Corp.

Financial Services
11.6K
+ 7.45%
$9.66 - $11.59 $112K - $134K
167K $1.63M
JILL
J.Jill, Inc.

Consumer Cyclical
6.25K
+ 16.46%
$17.79 - $28.19 $111K - $176K
44.2K $862K
MPB
Mid Penn Bancorp Inc

Financial Services
1.82K
+ 2.3%
$25.28 - $30.86 $46K - $56.2K
81K $2.1M
CDZI
Cadiz Inc

Utilities
387K
+ 66.22%
$2.93 - $5.45 $1.13M - $2.11M
972K $2.85M
PRME
Prime Medicine, Inc.
43.9K
+ 14.1%
$1.72 - $3.35 $75.5K - $147K
355K $706K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
3.75K
+ 19.71%
$36.51 - $62.3 $137K - $234K
22.8K $832K
SGHT
Sight Sciences, Inc.

Healthcare
59.6K
+ 21.37%
$2.36 - $3.58 $141K - $213K
339K $812K
EVBN
Evans Bancorp Inc

Financial Services
437
+ 0.82%
$38.43 - $44.61 $16.8K - $19.5K
53.4K $2.08M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
29.8K
+ 5.09%
$16.62 - $17.97 $496K - $536K
616K $10.3M
UI
Ubiquiti Inc.

Technology
3.85K
+ 5.89%
$300.93 - $431.11 $1.16M - $1.66M
69.2K $21.5M
XGN
Exagen Inc.

Healthcare
2.2K
+ 0.45%
$2.74 - $5.33 $6.03K - $11.7K
486K $1.74M
CSIQ
Canadian Solar Inc.

Technology
158K
+ 24.31%
$8.65 - $13.29 $1.37M - $2.1M
808K $6.99M
DEA
Easterly Government Properties, Inc.

Real Estate
90.6K
+ 5.72%
$10.26 - $11.77 $929K - $1.07M
1.67M $17.8M
REKR
Rekor Systems, Inc.

Technology
101K
+ 28.3%
$0.89 - $2.63 $90.1K - $266K
459K $408K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
103K
+ 8.14%
$30.44 - $38.49 $3.15M - $3.98M
1.37M $45M
KRNY
Kearny Financial Corp.

Financial Services
26.9K
+ 5.28%
$6.18 - $7.55 $166K - $203K
537K $3.36M
BTMD
Biote Corp.

Healthcare
14.9K
+ 14.49%
$3.23 - $6.2 $48K - $92.2K
118K $391K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
10.5K
+ 3.6%
$16.12 - $20.1 $169K - $210K
301K $5.53M
MITK
Mitek Systems Inc

Technology
64.9K
+ 23.58%
$8.25 - $11.02 $535K - $715K
340K $2.81M
NGS
Natural Gas Services Group Inc

Energy
13.6K
+ 11.76%
$20.78 - $29.35 $283K - $400K
130K $2.85M
VCV
Invesco California Value Municipal Income Trust

Financial Services
37.1K
+ 1.86%
$10.54 - $11.28 $391K - $418K
2.03M $21.6M
KULR
Kulr Technology Group, Inc.

Technology
11.9K
+ 9.34%
$1.13 - $3.47 $13.4K - $41.2K
139K $183K
ATXS
Astria Therapeutics, Inc.

Healthcare
47.9K
+ 31.46%
$5.34 - $9.1 $256K - $436K
200K $1.07M
GEVO
Gevo, Inc.

Basic Materials
485K
+ 54.08%
$1.14 - $2.85 $553K - $1.38M
1.38M $1.6M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.03K
+ 0.53%
$189.39 - $204.09 $195K - $210K
196K $37.6M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
595
+ 0.09%
$81.8 - $88.86 $48.7K - $52.9K
695K $58.7M
GRC
Gorman Rupp CO

Industrials
10.4K
+ 4.57%
$35.1 - $39.76 $365K - $414K
238K $8.35M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
387
+ 0.69%
$52.02 - $61.53 $20.1K - $23.8K
56.4K $2.93M
BAND
Bandwidth Inc.

Technology
84.5K
+ 23.82%
$13.1 - $19.61 $1.11M - $1.66M
439K $5.75M
VERV
Verve Therapeutics, Inc.

Healthcare
125K
+ 15.61%
$4.57 - $8.63 $570K - $1.08M
924K $4.22M
XFOR
X4 Pharmaceuticals, Inc

Healthcare
19.5K
+ 3.55%
$0.24 - $0.81 $4.68K - $15.8K
570K $136K
IMRX
Immuneering Corp

Healthcare
13.1K
+ 2.89%
$1.46 - $2.36 $19.2K - $31K
467K $710K
MVBF
Mvb Financial Corp

Financial Services
2.1K
+ 2.17%
$16.91 - $20.73 $35.5K - $43.5K
98.8K $1.71M
MRTN
Marten Transport LTD

Industrials
106K
+ 11.47%
$13.63 - $16.49 $1.45M - $1.75M
1.03M $14.1M
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
179K
+ 55.91%
$4.43 - $8.17 $795K - $1.47M
500K $2.22M
EDN
Edenor

Utilities
29.8K
+ 30.54%
$30.54 - $47.0 $910K - $1.4M
127K $3.89M
DENN
Denny'S Corp

Consumer Cyclical
83.6K
+ 31.89%
$3.67 - $7.04 $307K - $589K
346K $1.27M
KEQU
Kewaunee Scientific Corp

Consumer Cyclical
3.84K
+ 20.32%
$39.38 - $68.7 $151K - $264K
22.7K $894K
IDNA
Ishares Tr Genomics Immunology

ETFs
16.2K
+ 5.08%
$20.49 - $23.63 $333K - $384K
336K $6.89M
PPIH
Perma Pipe International Holdings, Inc.

Industrials
240
+ 0.18%
$12.43 - $16.57 $2.98K - $3.98K
132K $1.63M
EGHT
8 X8 Inc

Technology
12.1K
+ 2.14%
$1.99 - $3.47 $24.1K - $42.1K
580K $1.16M
AXTI
Axt Inc

Technology
22.1K
+ 4.27%
$1.31 - $2.44 $29K - $54K
540K $761K
HAFC
Hanmi Financial Corp

Financial Services
5.17K
+ 1.03%
$21.3 - $24.88 $110K - $129K
509K $11.5M
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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