Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXPO
Exponent Inc

Industrials
85.9K
+ 8.35%
$68.33 - $77.6 $5.87M - $6.67M
1.11M $77.4M
OPFI
Opp Fi Inc.

Technology
208K
+ 32.94%
$9.58 - $14.29 $1.99M - $2.97M
839K $9.42M
ONL
Orion Office Reit Inc.

Real Estate
64.6K
+ 9.04%
$2.27 - $3.04 $147K - $196K
779K $2.1M
CLVT
Clarivate PLC

Technology
375K
+ 20.53%
$3.62 - $4.53 $1.36M - $1.7M
2.2M $8.44M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
10.2K
+ 1.1%
$23.6 - $24.47 $241K - $250K
941K $23M
AGZ
Ishares Agency Bond ETF

ETFs
4.74K
+ 6.54%
$108.74 - $110.41 $516K - $524K
77.2K $8.52M
ASHS
Xtrackers Harvest Csi 500 Chin

ETFs
15.1K
+ 25178.33%
$29.42 - $37.78 $444K - $571K
15.2K $573K
JRS
Nuveen Real Estate Income Fund

Financial Services
7.15K
+ 0.43%
$7.59 - $8.35 $54.3K - $59.7K
1.66M $13.4M
REPX
Riley Exploration Permian, Inc.

Energy
19K
+ 32.9%
$25.25 - $30.06 $480K - $572K
76.9K $2.08M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
10K
+ 4.29%
$38.58 - $40.06 $387K - $402K
244K $9.67M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
18.2K
+ 2.71%
$6.96 - $7.59 $127K - $138K
690K $5.24M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
21.8K
+ 4.86%
N/A
471K $12M
OBE
Obsidian Energy Ltd.

Energy
71.4K
+ 83.68%
$5.36 - $6.71 $383K - $479K
157K $1.02M
XPEL
Xpel, Inc.

Consumer Cyclical
50.6K
+ 12.76%
$31.49 - $39.34 $1.59M - $1.99M
447K $14.8M
CGEM
Cullinan Oncology, Inc.

Healthcare
158K
+ 65.29%
$5.93 - $8.34 $937K - $1.32M
400K $2.37M
MLR
Miller Industries Inc

Consumer Cyclical
41.7K
+ 18.77%
$38.19 - $46.56 $1.59M - $1.94M
264K $10.4M
USM
United States Cellular Corp

Communication Services
30.3K
+ 38.06%
$51.29 - $77.01 $1.55M - $2.33M
110K $5.63M
DSGR
Distribution Solutions Group, Inc.

Industrials
14K
+ 31.46%
$28.0 - $33.26 $393K - $467K
58.6K $1.76M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
9.75K
+ 7.96%
$49.05 - $50.22 $478K - $490K
132K $6.6M
XMPT
Vaneck Cef Muni Income ETF

ETFs
16K
+ 7.78%
$20.57 - $21.92 $329K - $350K
221K $4.85M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
44.2K
+ 10.05%
$13.99 - $14.88 $618K - $657K
484K $6.78M
GASS
Stealth Gas Inc.

Industrials
69.1K
+ 96.32%
N/A
141K $1.08M
AIVI
Kemiao Garment Holding Group

ETFs
8.84K
+ 14.47%
$47.8 - $51.29 $423K - $454K
70K $3.47M
EFSC
Enterprise Financial Services Corp

Financial Services
3.16K
+ 2.64%
$53.81 - $61.68 $170K - $195K
123K $7.13M
ONCY
Oncolytics Biotech Inc

Healthcare
364K
+ 1933.34%
$0.75 - $1.43 $273K - $521K
383K $536K
GALT
Galectin Therapeutics Inc

Healthcare
19.7K
+ 9.45%
$2.09 - $5.37 $41.2K - $106K
228K $954K
AHH
Armada Hoffler Properties, Inc.

Real Estate
54K
+ 5.98%
$6.69 - $7.56 $361K - $408K
958K $6.72M
NFGC
New Found Gold Corp.
121K
+ 52.13%
$1.34 - $2.48 $162K - $299K
352K $834K
UFPT
Ufp Technologies Inc

Healthcare
32K
+ 24.24%
$190.04 - $252.55 $6.07M - $8.07M
164K $32.7M
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.84K
+ 2.1%
$26.46 - $28.43 $154K - $166K
283K $7.93M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
41.2K
+ 25.1%
$11.63 - $11.96 $479K - $493K
205K $2.42M
AMRK
A Mark Precious Metals, Inc.

Financial Services
10.1K
+ 15.25%
$20.57 - $27.69 $207K - $279K
76.1K $1.97M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.8K
+ 2.94%
$14.33 - $15.08 $211K - $223K
516K $7.75M
NETL
ETF Ser Solutions Net Lease CO

ETFs
18K
+ 7.23%
$23.71 - $25.18 $428K - $454K
268K $6.59M
QUAD
Quad/Graphics, Inc.

Industrials
73K
+ 98.85%
$5.07 - $6.77 $370K - $494K
147K $916K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
16.3K
+ 3.09%
$9.39 - $10.12 $153K - $165K
545K $5.52M
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
31.1K
+ 29.03%
$13.68 - $14.45 $425K - $449K
138K $1.99M
PLCE
Childrens Place, Inc.

Consumer Cyclical
49K
+ 46.48%
$4.23 - $7.91 $207K - $388K
155K $959K
FSTA
Fidelity Covington Tr Msci Con

ETFs
14K
+ 8.86%
$49.57 - $52.57 $695K - $737K
172K $8.59M
GNMA
Ishares Gnma Bond ETF

ETFs
10K
+ 9.18%
$43.21 - $44.75 $434K - $449K
119K $5.3M
ENVX
Enovix Corp

Industrials
114K
+ 6.51%
$8.0 - $15.93 $909K - $1.81M
1.86M $18.6M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
155K
+ 1.57%
$10.03 - $10.4 $1.56M - $1.61M
10M $102M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
12.1K
+ 7.41%
$35.44 - $37.64 $427K - $454K
175K $6.51M
SILC
Silicom Ltd.

Technology
16.4K
+ 19.36%
$15.09 - $18.6 $248K - $306K
101K $1.8M
DFAU
Dimensional ETF Tr

ETFs
7.74K
+ 20.91%
$42.42 - $45.96 $328K - $356K
44.8K $2.05M
QLV
Flexshares Us Quality Low Vola

ETFs
3.45K
+ 5.69%
$67.98 - $71.94 $234K - $248K
64K $4.6M
EAD
Allspring Income Opportunities Fund

Financial Services
95.9K
+ 2.43%
$6.91 - $7.16 $663K - $687K
4.05M $28.4M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
8.32K
+ 0.58%
$10.18 - $10.96 $84.7K - $91.2K
1.43M $15.5M
YEXT
Yext, Inc.

Technology
54K
+ 8.24%
$7.73 - $9.16 $418K - $495K
710K $6.05M
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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