Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
16.6K
+ 13.01%
$9.87 - $10.57 $164K - $175K
144K $1.49M
DRCT
Direct Digital Holdings, Inc.

Communication Services
45K
+ 660.21%
N/A
51.8K $242K
BWMX
Betterware De Mexico, S.A.P.I. De C.V

Consumer Cyclical
7.89K
+ 36.19%
$8.6 - $13.9 $67.9K - $110K
29.7K $399K
KXI
Ishares Tr Global Consumer Sta

ETFs
8.11K
+ 2.62%
$63.76 - $67.46 $517K - $547K
318K $20.4M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
2.35K
+ 1.45%
$15.69 - $16.9 $36.9K - $39.7K
165K $2.77M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
3.36K
+ 6.32%
$13.78 - $16.65 $46.2K - $55.9K
56.5K $940K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.33K
+ 10302.38%
$47.86 - $48.43 $207K - $210K
4.37K $210K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
19.9K
+ 16.49%
$8.19 - $8.61 $163K - $172K
141K $1.21M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
2.15K
+ 4.03%
$48.0 - $51.73 $103K - $111K
55.4K $2.83M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
9.6K
+ 7.37%
$19.01 - $19.39 $182K - $186K
140K $2.7M
KRMD
Koru Medical Systems, Inc.

Healthcare
34.4K
+ 11.47%
$2.94 - $4.38 $101K - $151K
334K $1.27M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
2.42K
+ 1.76%
$35.87 - $41.08 $86.8K - $99.4K
140K $5.6M
MVO
Mv Oil Trust

Energy
36.5K
+ 152.96%
$5.58 - $6.17 $204K - $225K
60.4K $337K
BMEA
Biomea Fusion, Inc.

Healthcare
56.5K
+ 14.63%
$1.53 - $2.1 $86.5K - $119K
443K $894K
RIGS
Riverfront Strategic Income Fd

ETFs
7.51K
+ 1.32%
$22.47 - $23.92 $169K - $180K
575K $13.4M
TGEN
Tecogen Inc.

Industrials
21.8K
+ 3630.83%
$5.78 - $9.68 $126K - $211K
22.4K $200K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
2.85K
+ 2.21%
$44.97 - $45.88 $128K - $131K
132K $6.05M
PPLT
Abrdn Platinum ETF Trust

ETFs
2.17K
+ 0.87%
N/A
253K $22.7M
BCBP
Bcb Bancorp Inc

Financial Services
19.7K
+ 12.13%
$8.1 - $9.25 $160K - $182K
182K $1.56M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.41K
+ 1.32%
N/A
262K $14.6M
CVY
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 1.69%
$25.77 - $27.35 $59K - $62.7K
138K $3.69M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
566
+ 0.1%
$5.71 - $6.25 $3.23K - $3.54K
563K $3.52M
MYFW
First Western Financial Inc

Financial Services
8.35K
+ 29.83%
$20.53 - $24.77 $171K - $207K
36.3K $819K
HITI
High Tide Inc.

Healthcare
44.9K
+ 226.93%
$2.12 - $3.98 $95.2K - $179K
64.7K $232K
LUV
Southwest Airlines CO

Industrials
103K
+ 1.76%
$29.06 - $37.7 $3.01M - $3.9M
5.98M $191M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
14.1K
+ 173.15%
$14.45 - $16.7 $204K - $235K
22.2K $321K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
51.2K
+ 44.19%
$0.58 - $1.66 $29.7K - $85K
167K $255K
IYLD
Ishares Tr Ishares Morningstar

ETFs
1.19K
+ 0.39%
$20.48 - $21.33 $24.5K - $25.5K
307K $6.53M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
12.7K
+ 9.76%
$10.91 - $11.68 $138K - $148K
142K $1.64M
TSAT
Telesat Corp

Technology
4.22K
+ 11.27%
$19.93 - $28.64 $84.1K - $121K
41.7K $1.1M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
37.7K
+ 4.68%
$4.93 - $5.18 $186K - $196K
844K $4.25M
PIO
Invesco Exchange Traded Fd Tr

ETFs
2.55K
+ 0.85%
$43.84 - $45.74 $112K - $116K
304K $13.6M
SDG
Ishares Trust Ishares Msci Glo

ETFs
789
+ 5.03%
$75.87 - $83.26 $59.9K - $65.7K
16.5K $1.37M
CZWI
Citizens Community Bancorp Inc.

Financial Services
8.44K
+ 40.79%
$14.0 - $16.69 $118K - $141K
29.1K $465K
AIRS
Airsculpt Technologies, Inc.

Healthcare
2.73K
+ 5.58%
$4.98 - $8.02 $13.6K - $21.9K
51.6K $414K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.8K
+ 7.0%
$41.34 - $45.65 $74.3K - $82.1K
27.5K $1.24M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
8.68K
+ 2.7%
$10.99 - $11.44 $95.4K - $99.3K
330K $3.72M
CTRN
Citi Trends Inc

Consumer Cyclical
9.63K
+ 17.75%
$29.09 - $38.81 $280K - $374K
63.9K $1.98M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
7.95K
+ 46764.71%
$16.03 - $22.49 $127K - $179K
7.97K $173K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.71K
+ 1.91%
$42.97 - $44.2 $116K - $120K
144K $6.34M
MFM
Mfs Municipal Income Trust

Financial Services
27.2K
+ 18.48%
$5.04 - $5.38 $137K - $146K
174K $930K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
289K
+ 2.97%
$12.11 - $12.64 $3.5M - $3.65M
10M $124M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
842
+ 1.73%
$49.48 - $53.78 $41.7K - $45.3K
49.4K $2.59M
BSVN
Bank7 Corp.

Financial Services
2.02K
+ 9.94%
$42.63 - $49.84 $86.2K - $101K
22.4K $1.02M
PAYS
Paysign, Inc.

Technology
45.6K
+ 41.24%
$5.12 - $8.56 $233K - $390K
156K $962K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
7.08K
+ 4.47%
$13.63 - $15.56 $96.6K - $110K
165K $2.35M
BNY
Blackrock New York Municipal Income Trust

Financial Services
13.2K
+ 19.67%
$9.35 - $10.19 $124K - $135K
80.5K $814K
IVA
Inventiva S.A.

Healthcare
27.7K
+ 1319.45%
$2.98 - $6.35 $82.5K - $176K
29.8K $170K
AURA
Aura Biosciences, Inc.

Healthcare
28.2K
+ 18.78%
$5.88 - $7.23 $166K - $204K
179K $1.1M
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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