Morgan Stanley Purchases in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRA
Vera Bradley, Inc.

Consumer Cyclical
28.6K
+ 24.46%
$1.9 - $2.57 $54.3K - $73.5K
145K $285K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
4.43K
+ 4.63%
$9.64 - $10.64 $42.7K - $47.2K
100K $988K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
8.88K
+ 4.15%
$17.15 - $18.35 $152K - $163K
223K $3.82M
CRDL
Cardiol Therapeutics Inc.

Healthcare
56.5K
+ 56.52%
$0.99 - $1.54 $55.9K - $86.9K
156K $162K
MARPS
Marine Petroleum Trust

Energy
5.71K
+ 368.19%
$4.2 - $5.06 $24K - $28.9K
7.26K $34K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
453
+ 29.08%
$28.59 - $36.06 $13K - $16.3K
2.01K $71K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.01K
+ 113.48%
N/A
1.9K $48K
QARP
Xtrackers Russell 1000 Us Qual

ETFs
445
New
$53.42 - $57.07 $23.8K - $25.4K
445 $25K
OVM
Listed Fds Tr Overlay Shares M

ETFs
1.17K
+ 58250.0%
$20.78 - $21.65 $24.2K - $25.2K
1.17K $25K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
473
New
$50.32 - $54.01 $23.8K - $25.5K
473 $25K
FNWB
First Northwest Bancorp

Financial Services
2.94K
+ 119.57%
$6.92 - $8.3 $20.3K - $24.4K
5.4K $42K
BIBL
Northern Lts Fd Tr Iv

ETFs
485
+ 87.55%
$41.43 - $44.43 $20.1K - $21.5K
1.04K $46K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
43
+ 0.46%
$49.0 - $52.0 $2.11K - $2.24K
9.41K $486K
IETC
Ishares U S ETF Tr

ETFs
1
+ 0.03%
$92.7 - $103.65 $92.7 - $104
3.1K $315K
AVRE
American Centy ETF Tr Avantis
518
+ 375.36%
$43.53 - $45.34 $22.5K - $23.5K
656 $29K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
1.32K
+ 118.45%
$14.39 - $16.52 $18.9K - $21.7K
2.43K $39K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
546
+ 156.0%
$31.45 - $38.55 $17.2K - $21K
896 $33K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
221
+ 1.28%
$32.29 - $34.3 $7.14K - $7.58K
17.6K $597K
CRPT
First Tr ETF Fd Viii Skybridge
1K
+ 14300.0%
$19.92 - $25.22 $19.9K - $25.2K
1.01K $22K
RGC
Regencell Bioscience Holdings LTD

Healthcare
4.82K
+ 14.6%
$10.36 - $22.99 $50K - $111K
37.8K $584K
BATT
Amplify Lithium & Battery Tech

ETFs
200
+ 3.91%
$9.31 - $12.99 $1.86K - $2.6K
5.32K $69K
IROQ
If Bancorp, Inc.

Financial Services
759
+ 74.7%
$24.13 - $26.21 $18.3K - $19.9K
1.78K $45K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
793
+ 47.09%
$22.39 - $24.07 $17.8K - $19.1K
2.48K $58K
OXBR
Oxbridge Re Holdings LTD

Financial Services
11.5K
New
$1.6 - $2.75 $18.4K - $31.6K
11.5K $20K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
738
+ 73800.0%
$24.31 - $26.35 $17.9K - $19.4K
739 $19K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
68
+ 1.07%
$49.75 - $52.68 $3.38K - $3.58K
6.43K $338K
BITO
Proshares Tr Bitcoin Strategy

ETFs
943
New
$18.74 - $23.05 $17.7K - $21.7K
943 $18K
PFFA
Etfis Ser Tr I

ETFs
405
+ 4.65%
$20.94 - $22.43 $8.48K - $9.08K
9.12K $198K
SGU
Star Group, L.P.

Energy
184
+ 0.16%
$11.4 - $11.95 $2.1K - $2.2K
117K $1.38M
WYY
Widepoint Corp

Technology
2K
+ 44.44%
$2.9 - $5.65 $5.8K - $11.3K
6.5K $32K
LNSR
Lensar, Inc.

Healthcare
2.46K
+ 17.84%
$12.04 - $13.32 $29.7K - $32.8K
16.3K $197K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
5.71K
+ 11.88%
$12.77 - $14.42 $72.9K - $82.3K
53.8K $686K
RAAX
Vaneck ETF Trust Inflation All

ETFs
492
+ 49200.0%
$31.5 - $34.46 $15.5K - $17K
493 $16K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
369
+ 28.83%
$41.8 - $43.15 $15.4K - $15.9K
1.65K $70K
VOC
Voc Energy Trust

Energy
4.64K
+ 10.36%
$2.61 - $3.44 $12.1K - $16K
49.4K $144K
ACET
Adicet Bio, Inc.

Healthcare
1.46K
+ 2.02%
$0.6 - $0.88 $874 - $1.28K
73.7K $59K
SWKH
Swk Holdings Corp

Financial Services
1.78K
+ 6.15%
$14.02 - $15.28 $24.9K - $27.1K
30.7K $440K
BALT
Innovator Etfs Tr
356
+ 8.23%
$32.11 - $32.82 $11.4K - $11.7K
4.68K $153K
SAMT
Advisors Inn.Circle Fd Iii Str
393
New
$33.7 - $37.35 $13.2K - $14.7K
393 $14K
ADAG
Adagene Inc.

Healthcare
5.51K
+ 7.14%
$1.65 - $2.97 $9.1K - $16.4K
82.8K $164K
TRFM
ETF Ser Solutions Aam Transfor
298
New
$42.56 - $49.21 $12.7K - $14.7K
298 $14K
AMZA
Etfis Ser Tr I

ETFs
395
+ 57.5%
$39.82 - $43.89 $15.7K - $17.3K
1.08K $43K
UUU
Universal Security Instruments Inc

Industrials
3.31K
+ 5173.44%
$2.95 - $8.1 $9.77K - $26.8K
3.38K $13K
NEP
Nextera Energy Partners, LP

Utilities
1.48K
+ 0.15%
N/A
965K $8.72M
BOTJ
Bank Of The James Financial Group Inc

Financial Services
440
+ 12.27%
$13.45 - $15.74 $5.92K - $6.93K
4.03K $63K
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
1.32K
+ 19.9%
$11.44 - $13.75 $15.1K - $18.1K
7.95K $90K
AUBN
Auburn National Bancorporation, Inc

Financial Services
9
+ 0.19%
$23.13 - $28.9 $208 - $260
4.76K $131K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
143
+ 12.38%
$85.71 - $86.94 $12.3K - $12.4K
1.3K $112K
FPRO
Fidelity Covington Tr

ETFs
596
+ 59600.0%
$22.15 - $23.17 $13.2K - $13.8K
597 $13K
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
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