Morgan Stanley Incresed Positions in Q1 2025

Morgan Stanley

  • $1.36 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
358K
+ 4.66%
$251.87 - $277.95 $90.1M - $99.4M
8.03M $2.08B
XLP
Consumer Staples Sector Spdr

ETFs
659K
+ 6.92%
N/A
10.2M $774M
OMC
Omnicom Group Inc.

Communication Services
712K
+ 24.2%
$79.43 - $88.34 $56.6M - $62.9M
3.66M $303M
PBA
Pembina Pipeline Corp

Energy
868K
+ 18.17%
$35.13 - $40.12 $30.5M - $34.8M
5.65M $226M
VRT
Vertiv Holdings CO

Industrials
568K
+ 9.97%
N/A
6.27M $543M
GRMN
Garmin LTD

Technology
139K
+ 8.01%
$204.55 - $241.93 $28.4M - $33.6M
1.87M $406M
AEE
Ameren Corp

Utilities
246K
+ 11.54%
$86.87 - $103.67 $21.4M - $25.5M
2.38M $239M
FIS
Fidelity National Information Services, Inc.

Technology
1.08M
+ 20.59%
$68.12 - $83.42 $73.4M - $89.9M
6.31M $471M
NU
Nu Holdings Ltd.

Financial Services
6.13M
+ 5.19%
$10.12 - $13.95 $62M - $85.5M
124M $1.27B
ENB
Enbridge Inc

Energy
704K
+ 7.7%
$41.54 - $45.45 $29.2M - $32M
9.84M $436M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
192K
+ 72.01%
$246.3 - $299.62 $47.3M - $57.5M
458K $120M
PULS
Pgim ETF Tr

ETFs
912K
+ 7.08%
$49.56 - $49.78 $45.2M - $45.4M
13.8M $685M
RACE
Ferrari N.V.

Consumer Cyclical
101K
+ 7.29%
$413.73 - $508.15 $41.9M - $51.5M
1.49M $638M
DTE
Dte Energy CO

Utilities
62.6K
+ 2.82%
$117.6 - $138.27 $7.36M - $8.65M
2.28M $315M
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.27M
+ 76.0%
$34.83 - $36.05 $44.2M - $45.8M
2.94M $105M
XLB
Select Sector Spdr Fd Material

ETFs
427K
+ 7.33%
$83.19 - $90.99 $35.5M - $38.8M
6.25M $538M
CNP
Centerpoint Energy Inc

Utilities
295K
+ 3.66%
$30.87 - $36.25 $9.1M - $10.7M
8.34M $302M
MKC
Mccormick & CO Inc

Consumer Defensive
308K
+ 8.82%
$71.24 - $84.73 $21.9M - $26.1M
3.8M $313M
KAI
Kadant Inc

Industrials
142K
+ 80.49%
$335.28 - $398.39 $47.7M - $56.7M
319K $108M
GPC
Genuine Parts CO

Consumer Cyclical
353K
+ 18.57%
$115.91 - $129.02 $40.9M - $45.5M
2.25M $268M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
276K
+ 6.17%
$67.08 - $76.14 $18.5M - $21M
4.75M $350M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
820K
+ 6.79%
$48.31 - $49.23 $39.6M - $40.3M
12.9M $634M
EXPD
Expeditors International Of Washington Inc

Industrials
236K
+ 12.92%
$109.09 - $126.48 $25.7M - $29.8M
2.06M $248M
SU
Suncor Energy Inc

Energy
543K
+ 6.91%
$34.27 - $40.63 $18.6M - $22.1M
8.4M $325M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
545K
+ 298.19%
$79.96 - $87.71 $43.6M - $47.8M
728K $59.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
285K
+ 17.27%
$47.74 - $65.16 $13.6M - $18.5M
1.93M $123M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.56M
+ 10.63%
$9.19 - $12.93 $14.3M - $20.2M
16.2M $181M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
499K
+ 9.37%
$73.11 - $77.43 $36.5M - $38.7M
5.83M $442M
EVRG
Evergy, Inc.

Utilities
245K
+ 6.78%
$59.9 - $69.52 $14.7M - $17.1M
3.87M $267M
KEX
Kirby Corp

Industrials
565K
+ 20.16%
$95.1 - $112.81 $53.7M - $63.7M
3.37M $340M
PUK
Prudential PLC

Financial Services
1.41M
+ 59.61%
$14.54 - $21.92 $20.5M - $31M
3.78M $81.3M
FDL
First Tr Morningstar Dividend

ETFs
490K
+ 7.01%
$39.69 - $43.83 $19.4M - $21.5M
7.48M $325M
NI
Nisource Inc.

Utilities
739K
+ 17.75%
$35.57 - $41.23 $26.3M - $30.5M
4.9M $196M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1.72M
+ 202.86%
$27.8 - $39.18 $47.8M - $67.4M
2.57M $71.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
886K
+ 3.11%
$27.01 - $28.54 $23.9M - $25.3M
29.4M $821M
FE
Firstenergy Corp

Utilities
925K
+ 10.85%
$37.95 - $43.5 $35.1M - $40.2M
9.45M $382M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4.48M
+ 71.58%
$18.53 - $29.07 $83M - $130M
10.7M $204M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
556K
+ 1.01%
$50.39 - $50.66 $28M - $28.1M
55.4M $2.8B
USO
United States Oil Fund, LP

ETFs
533K
+ 97.08%
$70.89 - $84.34 $37.8M - $44.9M
1.08M $83.7M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
688K
+ 17.09%
$25.2 - $68.74 $17.3M - $47.3M
4.72M $139M
XLC
Select Sector Spdr Tr Communic

ETFs
460K
+ 6.78%
$94.84 - $105.31 $43.7M - $48.5M
7.25M $700M
MPWR
Monolithic Power Systems Inc

Technology
81.3K
+ 17.71%
$565.7 - $720.25 $46M - $58.6M
541K $314M
LYB
Lyondell Basell Industries N.V.

Basic Materials
905K
+ 15.57%
$69.82 - $78.67 $63.2M - $71.2M
6.72M $473M
CHX
Champion X Corp

Energy
1.2M
+ 56.33%
$27.3 - $31.27 $32.6M - $37.4M
3.32M $98.9M
LYV
Live Nation Entertainment, Inc.

Communication Services
296K
+ 15.51%
$115.79 - $154.66 $34.3M - $45.9M
2.21M $288M
BNDX
Vanguard Total International B

ETFs
848K
+ 29.28%
$48.33 - $49.5 $41M - $42M
3.75M $183M
RMD
Resmed Inc

Healthcare
264K
+ 6.82%
$219.7 - $257.65 $58.1M - $68.1M
4.14M $927M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
986K
+ 213.75%
$39.61 - $42.65 $39.1M - $42.1M
1.45M $59M
ES
Eversource Energy

Utilities
256K
+ 4.95%
$55.63 - $63.8 $14.2M - $16.3M
5.42M $337M
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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