Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionApriem Advisors
Latest Disclosed Ownership4,441 shares
Latest Disclosed Value $ 730,832
Apriem Advisors reports 2.30% increase in ownership of MS / Morgan Stanley

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 4,441 shares of Morgan Stanley (US:MS) valued at $730,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,341 shares of Morgan Stanley. This represents a change in shares of 2.30% during the quarter. The current value of the position is $933,232 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 4,441 100 2.30 731 -5.19 0.0697
2026-02-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 4,341 -191 -4.21 771 6.94 0.0707
2025-11-10 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 4,532 -88 -1.90 720 10.77 0.0682
2025-08-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 4,620 380 8.96 651 31.58 0.0692
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 4,240 -131 -3.00 495 -10.02 0.0580
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 4,371 -480 -9.89 550 8.71 0.0629
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 4,851 740 18.00 506 26.57 0.0591
2024-08-14 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 4,111 400 10.78 400 14.33 0.0489
2024-05-15 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 3,711 200 5.70 349 6.73 0.0439
2024-02-14 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 3,511 75 2.18 327 16.79 0.0437
2023-11-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 3,436 300 9.57 281 4.87 0.0411
2023-08-08 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 3,136 200 6.81 268 3.89 0.0402
2023-05-12 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 2,936 0 0.00 258 3.21 0.0412
2023-02-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 2,936 0 0.00 250 7.33 0.0433
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 2,936 2,936 232 0.0418
2018-11-14 2018-09-30 13F MORGAN STANLEY cs 617446448 0 -1,572 -100.00 0 -100.00
2018-08-14 2018-06-30 13F MORGAN STANLEY cs 617446448 1,572 1,572 75 0.0168
2017-08-04 2017-06-30 13F MORGAN STANLEY cs 617446448 0 -1,316 -100.00 0 -100.00
2017-05-13 2017-03-31 13F MORGAN STANLEY cs 617446448 1,316 0 0.00 56 0.00 0.0152
2017-02-14 2016-12-31 13F MORGAN STANLEY cs 617446448 1,316 0 0.00 56 33.33 0.0166
2016-11-14 2016-09-30 13F MORGAN STANLEY cs 617446448 1,316 0 0.00 42 23.53 0.0125
2016-08-12 2016-06-30 13F MORGAN STANLEY cs 617446448 1,316 0 0.00 34 3.03 0.0111
2016-05-13 2016-03-31 13F MORGAN STANLEY cs 617446448 1,316 -184 -12.27 33 -31.25 0.0130
2016-02-09 2015-12-31 13F MORGAN STANLEY cs 617446448 1,500 200 15.38 48 17.07 0.0171
2015-11-13 2015-09-30 13F MORGAN STANLEY cs 617446448 1,300 -1,000 -43.48 41 -53.93 0.0152
2015-08-14 2015-06-30 13F MORGAN STANLEY cs 617446448 2,300 2,000 666.67 89 709.09 0.0306
2015-05-07 2015-03-31 13F MORGAN STANLEY cs 617446448 300 0 0.00 11 -8.33 0.0038
2015-02-12 2014-12-31 13F MORGAN STANLEY cs 617446448 300 100 50.00 12 71.43 0.0044
2014-11-10 2014-09-30 13F MORGAN STANLEY cs 617446448 200 0 0.00 7 16.67 0.0027
2014-08-11 2014-06-30 13F MORGAN STANLEY cs 617446448 200 0 0.00 6 0.00 0.0023
2014-05-13 2014-03-31 13F MORGAN STANLEY cs 617446448 200 0 0.00 6 0.00 0.0023
2014-02-14 2013-12-31 13F MORGAN STANLEY cs 617446448 200 0 0.00 6 20.00 0.0024
2013-11-06 2013-09-30 13F MORGAN STANLEY cs 617446448 200 0 0.00 5 0.00 0.0022
2013-08-15 2013-06-30 13F MORGAN STANLEY cs 617446448 200 200 5 0.0024
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.