Morgan Stanley Incresed Positions in Q2 2025

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHF
Ishares Tr

ETFs
66K
+ 8.38%
$46.2 - $54.6 $3.05M - $3.6M
854K $41.6M
BRT
Brt Apartments Corp.

Real Estate
2.95K
+ 3.86%
$14.95 - $16.6 $44.1K - $49K
79.5K $1.24M
GBIO
Generation Bio Co.

Healthcare
33.9K
+ 3.86%
$0.32 - $0.45 $10.8K - $15.3K
913K $292K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
2.47K
+ 0.62%
$17.67 - $18.32 $43.6K - $45.2K
403K $7.26M
USCB
Uscb Financial Holdings, Inc.

Financial Services
1.59K
+ 3.74%
$15.83 - $18.63 $25.1K - $29.6K
44K $727K
WERN
Werner Enterprises Inc

Industrials
39.5K
+ 6.69%
$24.66 - $30.08 $973K - $1.19M
629K $17.2M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
2.51K
+ 0.93%
$7.06 - $8.1 $17.7K - $20.3K
273K $2.11M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
13.8K
+ 1.88%
$10.68 - $11.35 $148K - $157K
750K $8.22M
PLCE
Childrens Place, Inc.

Consumer Cyclical
42.9K
+ 68.65%
$3.74 - $9.21 $161K - $396K
106K $467K
KFRC
Kforce Inc

Industrials
34.5K
+ 17.84%
$36.59 - $49.86 $1.26M - $1.72M
228K $9.38M
PCF
High Income Securities Fund

Financial Services
9.71K
+ 1.94%
$5.91 - $6.62 $57.4K - $64.3K
509K $3.23M
BAK
Braskem Sa

Basic Materials
48.3K
+ 11.05%
$2.91 - $4.09 $141K - $198K
486K $1.59M
PMM
Putnam Managed Municipal Income Trust

Financial Services
4.27K
+ 0.53%
$5.75 - $6.19 $24.6K - $26.4K
804K $4.81M
CURV
Torrid Holdings Inc.

Consumer Cyclical
1.51K
+ 3.58%
$2.95 - $6.46 $4.45K - $9.74K
43.6K $128K
CTO
Cto Realty Growth, Inc.

Real Estate
53.1K
+ 10.67%
$16.86 - $19.44 $895K - $1.03M
551K $9.51M
PNRG
Primeenergy Resources Corp

Energy
1.54K
+ 37.8%
$142.9 - $225.05 $220K - $346K
5.61K $820K
OFS
Ofs Capital Corp

Financial Services
1.26K
+ 0.9%
$8.15 - $9.48 $10.2K - $11.9K
140K $1.18M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
13.6K
+ 2.65%
$9.4 - $10.12 $128K - $138K
529K $5.02M
HLMN
Hillman Solutions Corp.

Industrials
195K
+ 21.22%
$6.66 - $8.99 $1.3M - $1.75M
1.11M $7.96M
USM
United States Cellular Corp

Communication Services
4.13K
+ 5.48%
$58.33 - $69.71 $241K - $288K
79.5K $5.09M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
2.31K
+ 0.41%
$14.02 - $15.15 $32.4K - $35K
571K $8.44M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
8.58K
+ 10.02%
$52.84 - $72.9 $453K - $625K
94.2K $5.98M
FSP
Franklin Street Properties Corp

Real Estate
83.3K
+ 4.2%
$1.46 - $1.87 $122K - $156K
2.07M $3.39M
MMI
Marcus & Millichap, Inc.

Real Estate
17.2K
+ 9.21%
$28.0 - $34.91 $483K - $602K
204K $6.27M
KRO
Kronos Worldwide Inc

Basic Materials
27K
+ 10.18%
$6.0 - $7.75 $162K - $209K
292K $1.81M
TSE
Trinseo PLC

Basic Materials
24.3K
+ 5.48%
$2.45 - $4.33 $59.5K - $105K
468K $1.46M
LBRT
Liberty Energy Inc.

Energy
492K
+ 36.74%
$10.0 - $16.08 $4.92M - $7.91M
1.83M $21M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
966K
+ 64.8%
$2.57 - $4.95 $2.48M - $4.78M
2.46M $7.15M
MMLP
Martin Midstream Partners L.P.

Energy
84K
+ 12.56%
$2.65 - $3.58 $223K - $301K
753K $2.22M
BVS
Bioventus Inc.

Healthcare
160K
+ 32.4%
$6.2 - $9.51 $991K - $1.52M
653K $4.32M
ARAY
Accuray Inc

Healthcare
34K
+ 5.89%
$1.22 - $1.82 $41.5K - $61.9K
611K $837K
EQX
Equinox Gold Corp.

Basic Materials
334K
+ 17.75%
$5.68 - $7.31 $1.9M - $2.44M
2.21M $12.7M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
171
+ 0.04%
$20.85 - $24.04 $3.57K - $4.11K
395K $9.24M
CCU
United Breweries CO Inc

Consumer Defensive
4.71K
+ 3.86%
$12.5 - $15.6 $58.8K - $73.4K
127K $1.64M
SSTI
Shotspotter, Inc

Technology
2.61K
+ 4.0%
$13.06 - $17.2 $34K - $44.8K
67.8K $884K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
220K
+ 39.63%
$1.42 - $5.48 $312K - $1.21M
775K $2.97M
PAXS
Pimco Access Income Fund

Financial Services
46.9K
+ 4.76%
$14.15 - $16.12 $663K - $755K
1.03M $15.6M
PLTK
Playtika Holding Corp.

Communication Services
22K
+ 2.69%
$4.51 - $5.44 $99.2K - $120K
839K $3.97M
GLP
Global Partners LP

Energy
53
+ 0.01%
$44.91 - $56.21 $2.38K - $2.98K
408K $21.5M
CVRX
Cv Rx, Inc.

Healthcare
169K
+ 85.05%
$4.75 - $12.98 $804K - $2.2M
368K $2.17M
UHAL
Amerco

Industrials
3.24K
+ 3.28%
$58.65 - $67.88 $190K - $220K
102K $6.18M
KBR
Kbr, Inc.

Industrials
19.6K
+ 3.0%
$46.2 - $56.12 $908K - $1.1M
674K $32.3M
EHTH
E Health, Inc.

Financial Services
90.9K
+ 30.65%
$3.99 - $6.64 $363K - $604K
388K $1.69M
CAL
Caleres Inc

Consumer Cyclical
234K
+ 36.9%
$12.22 - $17.83 $2.86M - $4.18M
869K $10.6M
JANX
Janux Therapeutics, Inc.

Healthcare
33.3K
+ 11.79%
$22.62 - $33.2 $753K - $1.11M
316K $7.29M
HFFG
Hf Foods Group Inc.

Consumer Defensive
12.4K
+ 5.67%
$3.05 - $4.5 $37.8K - $55.8K
231K $734K
XPRO
Expro Group Holdings N.V.

Energy
66.1K
+ 9.84%
$6.91 - $10.01 $457K - $662K
738K $6.34M
BARK
Bark, Inc.

Consumer Cyclical
66K
+ 8.32%
$0.81 - $1.42 $53.4K - $93.7K
859K $755K
KNOP
Knot Offshore Partners LP

Industrials
37.6K
+ 4.5%
$6.17 - $7.61 $232K - $286K
873K $5.47M
Activity Summary
Buys All Purchases 4385 New Holdings 431 Increased Positions 3954 Sells All Sells 2976 Reductions 2976 Sold out 0 Options Calls 0 Puts 0
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