Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership7,632 shares
Latest Disclosed Value $ 1,255,998
IFG Advisors, LLC ownership in MS / Morgan Stanley

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 7,632 shares of Morgan Stanley (US:MS) valued at $1,255,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 7,632 shares of Morgan Stanley. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,603,788 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 7,632 0 0.00 1,256 -7.31 0.2057
2026-01-13 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 7,632 0 0.00 1,355 11.62 0.2255
2025-11-06 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 7,632 0 0.00 1,213 12.84 0.1979
2025-07-28 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 7,632 700 10.10 1,075 33.04 0.1806
2025-04-08 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 809 -7.23 0.1558
2025-02-05 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 871 20.64 0.1732
2024-10-18 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 723 7.28 0.1544
2024-07-22 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 674 3.22 0.1592
2024-04-24 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 653 0.93 0.1689
2024-01-29 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 646 14.13 0.1896
2023-10-31 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 566 -4.23 0.2012
2023-07-18 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 592 -2.80 0.2100
2023-04-28 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 609 3.23 0.2396
2023-01-31 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 589 7.48 0.2574
2022-11-02 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 548 3.98 0.2774
2022-08-01 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 527 -13.04 0.2666
2022-05-18 2022-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 606 -10.88 0.2677
2022-01-24 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 6,932 0 0.00 680 0.74 0.2881
2021-10-26 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 6,932 1,449 26.43 675 34.19 0.3095
2021-07-26 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 5,483 500 10.03 503 29.97 0.2396
2021-04-22 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 4,983 0 0.00 387 13.49 0.2117
2021-01-28 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 4,983 0 0.00 341 40.91 0.2112
2020-11-09 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 4,983 0 0.00 242 0.41 0.1711
2020-07-23 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 4,983 4,983 241 0.1904
2020-04-17 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -4,983 -100.00 0 -100.00
2020-01-21 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 4,983 0 0.00 255 19.72 0.2105
2019-10-15 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 4,983 4,983 213 0.1983
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.