Morgan Stanley New Holdings in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLMI
Franklin Dynamic Municipal Bon

ETFs
262K
New
$23.96 - $24.81 $6.27M - $6.49M
262K $6.48M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
52.9K
New
$44.84 - $45.49 $2.37M - $2.41M
52.9K $2.4M
PJUN
Innovator U.S. Equity Power Bu

ETFs
31.9K
New
$39.79 - $41.15 $1.27M - $1.31M
31.9K $1.31M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
9.33K
New
$47.23 - $57.41 $441K - $536K
9.33K $535K
MCVT
Mill City Ventures Iii, LTD

Financial Services
102K
New
$1.76 - $7.45 $180K - $761K
102K $398K
LSAT
Two Rds Shared Tr Leadershares

ETFs
9.53K
New
$39.58 - $42.08 $377K - $401K
9.53K $394K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
12.7K
New
$25.39 - $26.21 $323K - $333K
12.7K $331K
PFUT
Putnam ETF Tr Putnam Sustainab

ETFs
10.2K
New
$25.15 - $26.31 $256K - $268K
10.2K $264K
NVX
Novonix LTD

Industrials
128K
New
$1.07 - $1.82 $137K - $233K
128K $163K
AVBH
Avidbank Holdings, Inc.

Financial Services
5.86K
New
$20.67 - $26.23 $121K - $154K
5.86K $147K
CTM
Castellum, Inc.
73.7K
New
$1.0 - $1.49 $73.7K - $110K
73.7K $80K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.3K
New
$37.58 - $39.01 $48.8K - $50.6K
1.3K $50K
EMTL
Spdr Doubleline Emerging Marke

ETFs
1.12K
New
$42.91 - $44.04 $48.2K - $49.5K
1.12K $49K
LSAF
Two Rds Shared Tr

ETFs
908
New
$41.87 - $44.79 $38K - $40.7K
908 $40K
BMAY
Innovator U.S. Equity Buffer E

ETFs
750
New
$42.18 - $43.86 $31.6K - $32.9K
750 $32K
FLGV
Franklin Templeton ETF Trfrank

ETFs
1.57K
New
$20.24 - $20.75 $31.7K - $32.5K
1.57K $32K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
473
New
$50.32 - $54.01 $23.8K - $25.5K
473 $25K
QARP
Xtrackers Russell 1000 Us Qual

ETFs
445
New
$53.42 - $57.07 $23.8K - $25.4K
445 $25K
OXBR
Oxbridge Re Holdings LTD

Financial Services
11.5K
New
$1.6 - $2.75 $18.4K - $31.6K
11.5K $20K
BITO
Proshares Tr Bitcoin Strategy

ETFs
943
New
$18.74 - $23.05 $17.7K - $21.7K
943 $18K
TRFM
ETF Ser Solutions Aam Transfor
298
New
$42.56 - $49.21 $12.7K - $14.7K
298 $14K
SAMT
Advisors Inn.Circle Fd Iii Str
393
New
$33.7 - $37.35 $13.2K - $14.7K
393 $14K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
278
New
$33.11 - $37.19 $9.2K - $10.3K
278 $10K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
270
New
$30.86 - $33.86 $8.33K - $9.14K
270 $9K
XTOC
Innovator Etfs Tr U S Equity A

ETFs
190
New
$31.3 - $32.63 $5.95K - $6.2K
190 $6K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
78
New
$53.77 - $59.61 $4.19K - $4.65K
78 $4K
HUDI
Huadi International Group Co., Ltd.

Basic Materials
2.6K
New
$1.09 - $1.8 $2.83K - $4.68K
2.6K $3K
XPL
Solitario Zinc Corp.

Basic Materials
4.92K
New
$0.62 - $0.87 $3.05K - $4.28K
4.92K $3K
FFND
Northern Lts Fd Tr Ii Future F

ETFs
100
New
$27.73 - $30.06 $2.77K - $3.01K
100 $2K
IAUM
I Shares Gold Trust Micro

ETFs
53
New
$32.6 - $38.5 $1.73K - $2.04K
53 $2K
MNOV
Medicinova Inc

Healthcare
2K
New
$1.22 - $1.45 $2.44K - $2.9K
2K $2K
MARB
First Tr Exchange Traded Fd Ii

ETFs
126
New
$20.1 - $20.8 $2.53K - $2.62K
126 $2K
HKD
Amtd Digital Inc.

Technology
1.37K
New
$1.59 - $2.0 $2.18K - $2.74K
1.37K $2K
MRSK
Toews Agility Shares Managed R

Technology
43
New
$33.48 - $35.68 $1.44K - $1.53K
43 $1K
Firefly Neuroscience Inc
3.53K
New
N/A
3.53K $0
Travere Therapeutics Inc
1.31M
New
N/A
1.31M $0
Bingex LTD
2.56K
New
N/A
2.56K $0
Distoken Acquisition Corp
10K
New
N/A
10K $0
Sequans Communications S A
13.6K
New
N/A
13.6K $0
Grayscale Ethereum Mini Tr E
75
New
N/A
75 $0
Sadot Group Inc
6
New
N/A
6 $0
Legence Corp
29.4K
New
N/A
29.4K $0
Strategy Inc
1.55M
New
N/A
1.55M $0
Matthews Intl Fds
14.3K
New
N/A
14.3K $0
Tidal Trust Ii
1
New
N/A
1 $0
Sei Exchange Traded Funds
259
New
N/A
259 $0
Health In Tech Inc
9.08K
New
N/A
9.08K $0
Innovator Etfs Trust
161
New
N/A
161 $0
Fusion Fuel Green PLC
273
New
N/A
273 $0
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morgan Stanley Portfolio

Follow Morgan Stanley and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email