Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership944 shares
Latest Disclosed Value $ 155,376
Creative Financial Designs Inc /adv reports 6.07% increase in ownership of MS / Morgan Stanley

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 944 shares of Morgan Stanley (US:MS) valued at $155,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 890 shares of Morgan Stanley. This represents a change in shares of 6.07% during the quarter. The current value of the position is $198,372 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)
2026-04-13 2026-03-31 13F MORGAN STANLEY COM Stock 617446448 944 54 6.07 155 -1.90 0.0094
2026-02-06 2025-12-31 13F MORGAN STANLEY COM Stock 617446448 890 372 71.81 158 92.68 0.0100
2025-11-12 2025-09-30 13F MORGAN STANLEY COM Stock 617446448 518 35 7.25 82 20.59 0.0055
2025-08-04 2025-06-30 13F MORGAN STANLEY COM Stock 617446448 483 -51 -9.55 68 9.68 0.0049
2025-04-23 2025-03-31 13F MORGAN STANLEY COM Stock 617446448 534 78 17.11 62 8.77 0.0050
2025-02-10 2024-12-31 13F MORGAN STANLEY COM Stock 617446448 456 22 5.07 57 26.67 0.0047
2024-10-28 2024-09-30 13F MORGAN STANLEY COM Stock 617446448 434 1 0.23 45 7.14 0.0038
2024-08-06 2024-06-30 13F MORGAN STANLEY COM Stock 617446448 433 1 0.23 42 5.00 0.0037
2024-05-01 2024-03-31 13F MORGAN STANLEY COM Stock 617446448 432 -429 -49.83 41 -50.00 0.0038
2024-01-10 2023-12-31 13F MORGAN STANLEY COM Stock 617446448 861 72 9.13 80 25.00 0.0082
2023-11-14 2023-09-30 13F MORGAN STANLEY COM Stock 617446448 789 4 0.51 64 -4.48 0.0075
2023-07-26 2023-06-30 13F MORGAN STANLEY COM Stock 617446448 785 4 0.51 67 -1.47 0.0079
2023-04-25 2023-03-31 13F MORGAN STANLEY COM Stock 617446448 781 103 15.19 69 19.30 0.0090
2023-02-01 2022-12-31 13F MORGAN STANLEY COM Stock 617446448 678 3 0.44 58 7.55 0.0085
2022-11-01 2022-09-30 13F MORGAN STANLEY COM Stock 617446448 675 7 1.05 53 3.92 0.0087
2022-08-01 2022-06-30 13F MORGAN STANLEY COM Stock 617446448 668 3 0.45 51 -12.07 0.0084
2022-04-15 2022-03-31 13F MORGAN STANLEY COM Stock 617446448 665 2 0.30 58 -10.77 0.0088
2022-01-26 2021-12-31 13F MORGAN STANLEY COM Stock 617446448 663 -39 -5.56 65 -4.41 0.0098
2021-10-08 2021-09-30 13F MORGAN STANLEY COM Stock 617446448 702 1 0.14 68 6.25 0.0113
2021-07-27 2021-06-30 13F MORGAN STANLEY COM Stock 617446448 701 1 0.14 64 18.52 0.0111
2021-04-19 2021-03-31 13F MORGAN STANLEY COM Stock 617446448 700 408 139.73 54 170.00 0.0106
2021-01-08 2020-12-31 13F MORGAN STANLEY COM Stock 617446448 292 3 1.04 20 42.86 0.0043
2020-10-06 2020-09-30 13F MORGAN STANLEY COM Stock 617446448 289 51 21.43 14 27.27 0.0035
2020-07-23 2020-06-30 13F MORGAN STANLEY COM Stock 617446448 238 238 11 0.0033
2019-01-24 2018-12-31 13F MORGAN STANLEY COM Stock 617446448 0 -152 -100.00 0 -100.00
2018-11-02 2018-09-30 13F MORGAN STANLEY COM Stock 617446448 152 1 0.66 7 0.00 0.0040
2018-07-13 2018-06-30 13F MORGAN STANLEY COM Stock 617446448 151 1 0.67 7 -12.50 0.0041
2018-05-02 2018-03-31 13F MORGAN STANLEY COM Stock 617446448 150 100 200.00 8 166.67 0.0051
2018-05-02 2017-12-31 13F MORGAN STANLEY COM Stock 617446448 50 0 0.00 3 50.00 0.0020
2018-05-02 2017-09-30 13F MORGAN STANLEY COM Stock 617446448 50 0 0.00 2 0.00 0.0011
2018-05-02 2017-06-30 13F MORGAN STANLEY COM Stock 617446448 50 0 0.00 2 0.00 0.0013
2018-05-02 2017-03-31 13F MORGAN STANLEY COM Stock 617446448 50 0 0.00 2 0.00 0.0014
2018-03-14 2016-12-31 13F MORGAN STANLEY COM Stock 617446448 50 50 2 0.0016
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.