Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PDT
John Hancock Premium Dividend Fund

Financial Services
32.7K
+ 15.04%
$13.12 - $13.46 $430K - $441K
251K $3.34M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
28.7K
+ 12.55%
$12.41 - $13.11 $356K - $376K
258K $3.36M
CVAC
Cure Vac N.V.

Healthcare
87.4K
+ 72.71%
$5.34 - $5.51 $467K - $482K
208K $1.12M
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
141K
+ 24.03%
$4.6 - $6.94 $650K - $981K
729K $3.35M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
16.7K
+ 11.12%
$21.11 - $22.3 $352K - $372K
167K $3.71M
DFAE
Dimensional ETF Tr

ETFs
12.5K
+ 48.69%
$28.84 - $31.84 $360K - $397K
38.1K $1.2M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
17.2K
+ 4.96%
$19.02 - $28.4 $326K - $487K
363K $9.08M
IBRX
Immunity Bio, Inc.

Healthcare
401K
+ 13.5%
$2.24 - $3.01 $899K - $1.21M
3.37M $8.3M
EBND
Spdr Bloomberg Emerging Market

ETFs
21.2K
+ 43.77%
$20.95 - $21.57 $444K - $457K
69.6K $1.49M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
9.46K
+ 28.3%
$37.9 - $40.19 $358K - $380K
42.9K $1.72M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
349
+ 1.11%
$154.79 - $169.41 $54K - $59.1K
31.7K $5.25M
BGR
Black Rock Energy & Resources Trust

Financial Services
6.83K
+ 0.6%
$13.14 - $13.64 $89.8K - $93.2K
1.14M $15.5M
CGO
Calamos Global Total Return Fund

Financial Services
25.3K
+ 6.33%
$11.48 - $12.33 $290K - $312K
425K $5.12M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
36.4K
+ 2.8%
$21.86 - $22.98 $797K - $838K
1.34M $30.1M
NKTX
Nkarta, Inc.

Healthcare
150K
+ 46.22%
$1.67 - $2.37 $250K - $355K
473K $979K
ERH
Allspring Utilities & High Income Fund

Financial Services
12.2K
+ 2.62%
$11.51 - $12.18 $141K - $149K
479K $5.83M
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
460
+ 0.95%
$29.94 - $38.85 $13.8K - $17.9K
48.7K $1.89M
NGS
Natural Gas Services Group Inc

Energy
5.05K
+ 3.67%
$23.29 - $28.78 $118K - $145K
143K $3.99M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
8.13K
+ 14.4%
$46.84 - $48.45 $381K - $394K
64.6K $3.1M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
16.4K
+ 6.07%
$13.38 - $14.14 $219K - $232K
286K $4.04M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
19.3K
+ 10.5%
$24.02 - $24.28 $464K - $469K
203K $4.89M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1.34K
+ 1.4%
$122.37 - $127.46 $164K - $171K
96.9K $12.3M
CRBU
Caribou Biosciences, Inc.

Healthcare
26.7K
+ 8.07%
$1.24 - $2.48 $33.2K - $66.3K
358K $834K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
23.6K
+ 6.08%
$18.32 - $19.02 $432K - $449K
412K $7.75M
USXF
Ishares Esg Advanced Msci Usa

Technology
554
+ 0.5%
$53.69 - $57.31 $29.7K - $31.7K
112K $6.4M
TGS
Gas Transporter Of The South Inc

Energy
92.9K
+ 29.2%
$20.12 - $30.01 $1.87M - $2.79M
411K $8.65M
VIOT
Viomi Technology Co., LTD

Consumer Cyclical
102K
+ 267.75%
$1.34 - $3.79 $137K - $388K
141K $455K
PDN
Invesco Fd Tr

ETFs
7.17K
+ 15.22%
$38.58 - $41.85 $277K - $300K
54.3K $2.23M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
34.7K
+ 10.3%
$12.93 - $13.4 $449K - $466K
372K $4.83M
FTF
Franklin LTD Duration Income Trust

Financial Services
84.5K
+ 2.89%
$6.34 - $6.51 $536K - $550K
3.01M $19.1M
ARAY
Accuray Inc

Healthcare
144K
+ 23.62%
$1.28 - $1.79 $185K - $258K
756K $1.22M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
3.4K
+ 14.39%
$83.41 - $89.78 $284K - $306K
27.1K $2.42M
MEI
Methode Electronics Inc

Technology
157K
+ 38.36%
$6.16 - $10.39 $967K - $1.63M
566K $4.27M
FNKO
Funko, Inc.

Consumer Cyclical
168K
+ 113.29%
$2.46 - $4.86 $414K - $818K
317K $1.09M
BRCC
Brc Inc.

Consumer Defensive
180K
+ 47.52%
$1.29 - $2.03 $232K - $366K
559K $872K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
44.7K
+ 19.43%
$7.73 - $8.07 $345K - $360K
275K $2.18M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
1.82K
+ 0.32%
$16.17 - $16.94 $29.5K - $30.9K
576K $9.73M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
57.7K
+ 2.85%
$4.23 - $4.4 $244K - $254K
2.08M $9.06M
ANEB
Anebulo Pharmaceuticals, Inc.

Healthcare
185
+ 0.05%
$1.36 - $3.24 $252 - $599
399K $946K
SHEN
Shenandoah Telecommunications CO

Communication Services
34.8K
+ 8.29%
$11.88 - $15.7 $413K - $546K
455K $6.1M
HYHG
Proshares High Yield Interest

ETFs
4.4K
+ 1.88%
$64.04 - $65.34 $282K - $287K
238K $15.5M
BFK
Blackrock Municipal Income Trust

Financial Services
21.9K
+ 6.97%
$9.44 - $10.17 $207K - $223K
336K $3.38M
JPUS
Jpmorgan Diversified Return Us

ETFs
843
+ 1.85%
$117.71 - $125.02 $99.2K - $105K
46.5K $5.76M
NCA
Nuveen California Municipal Value Fund

Financial Services
18.5K
+ 1.03%
$8.41 - $8.79 $156K - $163K
1.81M $15.9M
ADV
Advantage Solutions Inc.

Communication Services
144K
+ 21.89%
$1.3 - $1.96 $187K - $283K
803K $1.23M
NN
Nextnav Inc.

Communication Services
53.1K
+ 9.89%
$13.75 - $17.94 $730K - $953K
590K $8.52M
SNDA
Sonida Senior Living, Inc.

Healthcare
11.6K
+ 74.69%
$23.92 - $28.54 $278K - $331K
27.2K $746K
BLTE
Belite Bio, Inc

Healthcare
4.72K
+ 931.56%
$56.81 - $74.0 $268K - $350K
5.23K $387K
VALN
Valneva Se

Healthcare
25K
+ 310.49%
$5.72 - $12.2 $143K - $304K
33K $402K
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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