Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBF
Ishares Tr

ETFs
2.35K
+ 1.99%
$102.86 - $105.88 $242K - $249K
120K $12.7M
FUND
Sprott Focus Trust Inc.

Financial Services
15.3K
+ 5.75%
$7.46 - $8.38 $114K - $128K
281K $2.34M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
28.4K
+ 14.53%
$8.76 - $9.86 $248K - $280K
224K $2.14M
NVEC
Nve Corp

Technology
11.9K
+ 23.49%
$59.41 - $81.06 $708K - $967K
62.7K $4.09M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
6.46K
+ 9.85%
$45.07 - $46.28 $291K - $299K
72.1K $3.33M
HTEC
Robo Global Healthcare

ETFs
3.51K
+ 3.38%
$27.59 - $31.17 $96.7K - $109K
107K $3.3M
TCBX
Third Coast Bancshares, Inc.

Financial Services
1.64K
+ 3.03%
$33.06 - $41.0 $54.2K - $67.2K
55.8K $2.12M
LILA
Liberty Latin America Ltd.

Communication Services
3.56K
+ 2.46%
$6.13 - $8.3 $21.8K - $29.5K
148K $1.23M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
39.6K
+ 30.93%
$7.09 - $11.01 $280K - $436K
167K $1.3M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
10.1K
+ 1.88%
$23.46 - $23.77 $236K - $239K
547K $12.9M
FDHY
Fidelity Covington Trust High

ETFs
6.5K
+ 17.13%
$48.66 - $49.64 $316K - $323K
44.4K $2.19M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
22.8K
+ 7.84%
$9.9 - $10.87 $225K - $248K
313K $3.33M
PMO
Putnam Municipal Opportunities Trust

Financial Services
16.8K
+ 4.57%
$9.72 - $10.47 $163K - $176K
384K $3.97M
ONEW
One Water Marine Inc.

Consumer Cyclical
17.5K
+ 74.05%
$13.77 - $17.46 $241K - $305K
41.1K $651K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
35.2K
+ 8.91%
$5.46 - $5.98 $192K - $210K
430K $2.54M
AINV
Apollo Investment Corp

Financial Services
29.7K
+ 1.57%
N/A
1.92M $21.3M
MMT
Mfs Multimarket Income Trust

Financial Services
27.3K
+ 0.96%
$4.61 - $4.85 $126K - $132K
2.88M $13.7M
MMLP
Martin Midstream Partners L.P.

Energy
61.8K
+ 8.21%
$2.8 - $3.48 $173K - $215K
814K $2.55M
TMST
Timken Steel Corp

Basic Materials
15.3K
+ 4.25%
N/A
375K $8.07M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
15.4K
+ 8.71%
$19.78 - $20.26 $305K - $313K
193K $3.85M
EPM
Evolution Petroleum Corp

Energy
48.5K
+ 8.18%
$4.65 - $5.47 $225K - $265K
641K $3.11M
DFAX
Dimensional ETF Tr
2.14K
+ 1.67%
$29.25 - $31.56 $62.5K - $67.4K
130K $4.07M
ALCO
Alico, Inc.

Consumer Defensive
4.88K
+ 3.68%
$32.06 - $34.87 $156K - $170K
137K $4.65M
BV
Bright View Holdings, Inc.

Industrials
118K
+ 30.44%
$13.01 - $16.85 $1.53M - $1.99M
505K $6.77M
APLT
Applied Therapeutics Inc.

Healthcare
371K
+ 108.18%
$0.32 - $1.24 $119K - $460K
713K $427K
MBSD
Flexshares Tr Disciplined Dura

ETFs
13.3K
+ 4.87%
$20.43 - $21.02 $271K - $279K
285K $5.95M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
29.8K
+ 12.94%
$7.56 - $7.93 $225K - $236K
260K $2.05M
MLPA
Global X Mlp ETF

ETFs
167K
+ 3.83%
$48.25 - $51.56 $8.04M - $8.6M
4.52M $219M
DEUS
Xtrackers Russell Us Multifact

ETFs
483
+ 0.32%
$55.9 - $58.67 $27K - $28.3K
152K $8.83M
VBNK
Versa Bank

Financial Services
24.6K
+ 176.75%
$10.1 - $12.81 $249K - $316K
38.6K $470K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.44K
+ 2.99%
$54.9 - $59.81 $78.9K - $85.9K
49.5K $2.95M
PHK
Pimco High Income Fund

Financial Services
31.5K
+ 3.98%
$4.78 - $5.02 $151K - $158K
824K $4.11M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
20.8K
+ 151.89%
$15.39 - $17.94 $320K - $373K
34.5K $549K
GAIN
Gladstone Investment Corporation\De

Financial Services
31.5K
+ 11.01%
$13.79 - $14.53 $435K - $458K
318K $4.39M
ADES
Advanced Emissions Solutions, Inc.

Industrials
40.3K
+ 15.81%
N/A
295K $2.23M
DFAI
Dimensional ETF Tr

ETFs
5.22K
+ 8.23%
$34.05 - $36.55 $178K - $191K
68.6K $2.5M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
14.8K
+ 1.42%
N/A
1.06M $21.5M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
15.3K
+ 2.13%
N/A
735K $14.3M
CMBS
Ishares Cmbs ETF

ETFs
4.05K
+ 1.45%
$48.14 - $49.26 $195K - $200K
283K $13.9M
AOK
Ishares Tr Core Conservative A

ETFs
1.94K
+ 0.99%
$38.64 - $40.17 $75K - $78K
197K $7.93M
RAIL
Freight Car America, Inc.

Industrials
11.8K
+ 5.81%
$8.05 - $12.02 $95K - $142K
215K $2.04M
DBI
Designer Brands Inc.

Consumer Cyclical
32.7K
+ 21.96%
$2.56 - $4.73 $83.7K - $155K
182K $643K
AREC
American Resources Corp

Basic Materials
81.2K
+ 189.24%
$0.8 - $3.01 $64.9K - $244K
124K $324K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
130K
+ 10.75%
$25.83 - $30.45 $3.37M - $3.97M
1.34M $37.1M
AVNW
Aviat Networks, Inc.

Technology
16.1K
+ 16.99%
$20.86 - $25.57 $336K - $412K
111K $2.57M
BANX
Arrow Mark Financial Corp.

Financial Services
12.2K
+ 65.29%
$20.4 - $22.85 $249K - $279K
30.9K $677K
OPRT
Oportun Financial Corp

Financial Services
83.8K
+ 37.11%
$5.63 - $7.69 $472K - $644K
310K $1.9M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
6.16K
+ 8.54%
N/A
78.3K $3.59M
FTHI
First Trust Exchange Traded Fd

ETFs
11.2K
+ 68.24%
$22.76 - $23.92 $255K - $268K
27.6K $654K
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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