Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
397K
+ 4.46%
$3.81 - $4.04 $1.51M - $1.61M
9.31M $35.8M
HSC
Harsco Corp

Industrials
38K
+ 3.97%
N/A
993K $7.16M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
103
+ 0.51%
$94.15 - $106.88 $9.7K - $11K
20.2K $2.14M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 2.51%
$92.14 - $93.55 $180K - $183K
80K $7.48M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
26.3K
+ 7.92%
$14.01 - $14.33 $368K - $377K
358K $5.02M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
11.7K
+ 3.5%
$21.35 - $21.7 $250K - $254K
347K $7.48M
EGY
Vaalco Energy Inc

Energy
19.2K
+ 4.1%
$3.53 - $4.3 $67.8K - $82.6K
488K $1.96M
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
21K
+ 53.1%
$11.15 - $11.99 $234K - $252K
60.5K $721K
DISV
Dimensional ETF Tr Dimensional

ETFs
5.66K
+ 23.43%
$32.78 - $35.79 $185K - $202K
29.8K $1.06M
DC
Dakota Gold Corp.

Basic Materials
8.86K
+ 3.37%
$3.6 - $4.94 $31.9K - $43.8K
272K $1.24M
MSEX
Middlesex Water CO

Utilities
5.48K
+ 1.1%
$51.52 - $56.15 $282K - $308K
503K $27.2M
EGHT
8 X8 Inc

Technology
55.6K
+ 6.11%
$1.75 - $2.31 $97.4K - $129K
966K $2.05M
FLBR
Franklin Templeton ETF Tr

ETFs
11.8K
+ 35.34%
$16.52 - $19.25 $195K - $227K
45.2K $861K
PESI
Perma Fix Environmental Services Inc

Industrials
30.6K
+ 44.34%
$8.19 - $12.33 $251K - $377K
99.6K $987K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
29.1K
+ 48.09%
$6.16 - $7.64 $179K - $223K
89.7K $632K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
20.1K
+ 5.13%
$15.02 - $15.97 $302K - $321K
411K $6.36M
QWLD
Spdr Index Shs Fds

ETFs
1.83K
+ 645.77%
$132.92 - $140.43 $244K - $258K
2.12K $297K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
16.5K
+ 15.15%
$8.32 - $9.73 $137K - $161K
126K $1.15M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
10.5K
+ 11.6%
$23.21 - $23.49 $245K - $248K
101K $2.38M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
6.33K
+ 2.54%
$11.27 - $12.14 $71.3K - $76.8K
255K $3.07M
WASH
Washington Trust Bancorp Inc

Financial Services
5.55K
+ 3.71%
$26.43 - $30.54 $147K - $170K
155K $4.48M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
9.12K
+ 2.33%
$9.43 - $10.26 $86K - $93.6K
401K $4.09M
CSBR
Champions Oncology, Inc.

Healthcare
59.1K
+ 45.29%
$6.16 - $8.91 $364K - $527K
190K $1.21M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
16.3K
+ 3.32%
$6.44 - $6.96 $105K - $113K
506K $3.47M
BWAY
Brainsway Ltd.

Healthcare
13.1K
+ 43.18%
$11.47 - $16.71 $150K - $219K
43.5K $648K
FREL
Fidelity Covington Tr Msci Rea

ETFs
4.68K
+ 3.04%
$26.84 - $28.32 $126K - $132K
158K $4.4M
CAC
Camden National Corp

Financial Services
10.7K
+ 12.82%
$36.6 - $43.51 $391K - $465K
94K $3.63M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.44K
+ 16.22%
$32.29 - $38.12 $111K - $131K
24.6K $939K
DSX
Diana Shipping Inc.

Industrials
59.3K
+ 9.11%
$1.47 - $1.97 $87.2K - $117K
710K $1.19M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
1.83K
+ 0.34%
$9.66 - $10.45 $17.6K - $19.1K
543K $5.68M
AIRT
Air T Inc

Industrials
10.7K
+ 72.11%
$21.0 - $26.99 $224K - $288K
25.5K $567K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
7.77K
+ 4.1%
$10.73 - $12.0 $83.4K - $93.3K
197K $2.37M
ASRT
Assertio Holdings, Inc.

Healthcare
159K
+ 36.28%
$0.65 - $0.97 $103K - $154K
598K $519K
HCRB
Hartford Fds Exchange Traded T

ETFs
6.66K
+ 1941.69%
$34.71 - $35.81 $231K - $238K
7K $248K
GRVY
Gravity Co., Ltd.

Communication Services
2.74K
+ 1.43%
$61.53 - $68.2 $169K - $187K
195K $12.5M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.65K
+ 25.95%
$22.45 - $23.2 $217K - $224K
46.8K $1.08M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
36K
+ 6.98%
$7.32 - $7.67 $264K - $276K
552K $4.15M
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
103K
+ 406.16%
$1.38 - $2.92 $142K - $299K
128K $268K
AIP
Arteris, Inc.

Technology
7.69K
+ 2.05%
$8.59 - $13.0 $66K - $100K
382K $3.8M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
16.1K
+ 16.33%
$10.09 - $10.98 $162K - $177K
115K $1.26M
BRT
Brt Apartments Corp.

Real Estate
14.2K
+ 17.88%
$14.52 - $16.55 $206K - $235K
93.7K $1.47M
CHY
Calamos Convertible & High Income Fund

Financial Services
962
+ 0.1%
$10.75 - $11.45 $10.3K - $11K
927K $10.4M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
18.3K
+ 8.65%
$0.75 - $1.7 $13.8K - $31.2K
230K $377K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
6.39K
+ 1198.87%
$28.68 - $34.34 $183K - $219K
6.92K $237K
STRT
Strattec Security Corp

Consumer Cyclical
2.71K
+ 40.82%
$60.32 - $81.76 $163K - $222K
9.35K $635K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
46.8K
+ 1.37%
$3.79 - $4.06 $177K - $190K
3.47M $13.8M
NXN
Nuveen New York Select Tax Free Income Portfolio

Financial Services
16K
+ 22.53%
$11.36 - $12.09 $182K - $194K
87.2K $1.05M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
97K
+ 5.4%
$2.55 - $2.63 $247K - $255K
1.89M $4.89M
KRBN
Kraneshares Global Carbon Stra

Technology
120
+ 0.16%
$29.76 - $33.35 $3.57K - $4K
77.1K $2.5M
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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