Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSMS
Invesco Bulletshares 2028 Muni

ETFs
155K
+ 59.86%
$23.12 - $23.59 $3.6M - $3.67M
415K $9.73M
HQL
Tekla Life Sciences Investors

Financial Services
104K
+ 13.63%
$12.76 - $15.51 $1.33M - $1.62M
871K $13.5M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
676K
+ 59.24%
$3.87 - $5.83 $2.62M - $3.94M
1.82M $7.9M
KE
Kimball Electronics, Inc.

Industrials
52.4K
+ 27.01%
$18.26 - $33.13 $957K - $1.74M
246K $7.36M
FCOM
Fidelity Covington Tr Msci Com

ETFs
13.9K
+ 3.25%
$63.98 - $72.59 $890K - $1.01M
442K $31.4M
FEMB
First Tr ETF Emerging Markets

ETFs
104K
+ 8.26%
$28.3 - $29.79 $2.94M - $3.09M
1.36M $39.9M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
2.49K
+ 1.23%
$210.88 - $226.87 $524K - $564K
204K $46.4M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
180K
+ 6.59%
$10.21 - $11.08 $1.83M - $1.99M
2.9M $32.2M
EVGO
E Vgo Inc.

Consumer Cyclical
98.9K
+ 3.42%
$3.3 - $4.74 $326K - $469K
2.99M $14.1M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
86.2K
+ 3.84%
$20.34 - $21.61 $1.75M - $1.86M
2.33M $50.2M
JELD
Jeld Wen Holding, Inc.

Industrials
488K
+ 41.81%
$4.13 - $6.76 $2.01M - $3.3M
1.65M $8.12M
BLFS
Biolife Solutions Inc

Healthcare
57.7K
+ 11.03%
$20.64 - $26.74 $1.19M - $1.54M
581K $14.8M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
268K
+ 6.66%
$13.1 - $13.58 $3.51M - $3.64M
4.29M $57.3M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
149K
+ 89.33%
$20.11 - $24.0 $3M - $3.58M
316K $6.93M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
120K
+ 1.41%
$10.01 - $10.55 $1.2M - $1.27M
8.61M $88.9M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
207K
+ 7.66%
$11.51 - $12.4 $2.38M - $2.57M
2.91M $35.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
58.5K
+ 2.59%
$50.29 - $50.86 $2.94M - $2.97M
2.32M $118M
CHW
Calamos Global Dynamic Income Fund

Financial Services
177K
+ 3.39%
$7.06 - $7.63 $1.25M - $1.35M
5.4M $40.7M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
38.3K
+ 1667.26%
$82.96 - $95.7 $3.18M - $3.67M
40.6K $3.65M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
574
+ 0.16%
$85.31 - $97.03 $49K - $55.7K
351K $33.4M
HESM
Hess Midstream LP

Energy
281K
+ 17.72%
$34.55 - $43.53 $9.73M - $12.3M
1.87M $64.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
35.5K
+ 27.35%
$68.95 - $75.02 $2.45M - $2.66M
165K $12.4M
IFS
Intercorp Financial Services Inc.

Financial Services
65.5K
+ 18.45%
$35.71 - $41.97 $2.34M - $2.75M
420K $17M
ATXS
Astria Therapeutics, Inc.

Healthcare
339K
+ 64.48%
$5.43 - $7.6 $1.84M - $2.58M
864K $6.24M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
26.8K
+ 2.28%
$41.5 - $43.83 $1.11M - $1.18M
1.2M $52.7M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
166K
+ 5.01%
$4.36 - $5.16 $726K - $859K
3.49M $18M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
84.8K
+ 8.82%
$16.23 - $20.39 $1.38M - $1.73M
1.05M $19.7M
BWMN
Bowman Consulting Group Ltd.

Industrials
70.1K
+ 188.73%
$28.85 - $43.89 $2.02M - $3.08M
107K $4.47M
QD
Qudian Inc.

Financial Services
436K
+ 31.95%
$3.01 - $5.02 $1.31M - $2.19M
1.8M $7.69M
DJCO
Daily Journal Corp

Technology
6.68K
+ 98.89%
$384.75 - $490.61 $2.57M - $3.28M
13.4K $6.25M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
141K
+ 9.42%
$21.2 - $21.84 $2.99M - $3.08M
1.64M $35.6M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
54.7K
+ 1.1%
$15.6 - $16.63 $853K - $909K
5.04M $83.7M
GBX
Greenbrier Companies Inc

Industrials
71.1K
+ 15.13%
$43.97 - $56.91 $3.13M - $4.05M
541K $25M
ASGN
Asgn Inc

Technology
96.2K
+ 20.4%
$47.05 - $55.65 $4.53M - $5.35M
568K $26.9M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
33.1K
+ 13.22%
$99.12 - $99.52 $3.29M - $3.3M
284K $28.2M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
636K
+ 514.16%
$5.25 - $5.71 $3.34M - $3.63M
760K $4.02M
QDEF
Flexshares Quality Div Defensi

ETFs
39.2K
+ 126.73%
$74.4 - $79.98 $2.92M - $3.14M
70.2K $5.61M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
64.8K
+ 8.89%
$48.31 - $48.93 $3.13M - $3.17M
794K $38.8M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
107K
+ 21.53%
$26.15 - $27.4 $2.8M - $2.93M
604K $16.5M
AVT
Avnet Inc

Technology
81.8K
+ 6.65%
$49.46 - $56.3 $4.05M - $4.61M
1.31M $68.6M
CHGG
Chegg, Inc

Consumer Defensive
2.11M
+ 740.56%
$1.1 - $1.84 $2.32M - $3.88M
2.4M $3.62M
BWX
Spdr Bloomberg International T

ETFs
198K
+ 7.54%
$22.58 - $23.5 $4.47M - $4.66M
2.82M $64.9M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
223K
+ 154.26%
$11.62 - $13.82 $2.6M - $3.09M
368K $4.97M
GBTG
Global Business Travel Group, Inc.

Technology
297K
+ 61.32%
$6.09 - $8.34 $1.81M - $2.47M
781K $6.31M
YYY
Amplify ETF Tr High Income ETF

ETFs
255K
+ 10.49%
$11.61 - $11.92 $2.96M - $3.04M
2.69M $31.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.95K
+ 0.89%
$79.52 - $89.63 $234K - $264K
334K $29.8M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
587K
+ 318.57%
$2.4 - $5.57 $1.41M - $3.27M
771K $3.69M
IHS
Ihs Holding LTD

Communication Services
107K
+ 5.37%
$5.8 - $7.61 $618K - $811K
2.09M $14.3M
LOB
Live Oak Bancshares, Inc.

Financial Services
56.1K
+ 24.39%
$30.54 - $38.72 $1.71M - $2.17M
286K $10.1M
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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