Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership40,467 shares
Latest Disclosed Value $ 6,659,692
Sowell Financial Services LLC reports 31.40% increase in ownership of MS / Morgan Stanley

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 40,467 shares of Morgan Stanley (US:MS) valued at $6,659,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 30,796 shares of Morgan Stanley. This represents a change in shares of 31.40% during the quarter. The current value of the position is $8,503,735 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)
2026-04-20 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 40,467 9,671 31.40 6,660 21.80 0.2463
2026-01-21 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 30,796 -58 -0.19 5,467 11.48 0.2008
2025-10-17 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 30,854 9,619 45.30 4,905 63.96 0.1882
2025-07-14 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 21,235 -1,088 -4.87 2,991 14.86 0.1218
2025-04-17 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 22,323 2,213 11.00 2,604 3.01 0.1185
2025-02-07 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 20,110 -2,221 -9.95 2,528 8.59 0.1330
2024-10-04 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 22,331 -389 -1.71 2,328 5.43 0.1081
2024-08-13 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 22,720 -212 -0.92 2,208 2.27 0.1054
2024-05-03 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 22,932 324 1.43 2,159 2.42 0.1018
2024-01-24 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 22,608 -5,781 -20.36 2,108 -9.10 0.1142
2023-11-08 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 28,389 3,939 16.11 2,319 11.06 0.1455
2023-08-14 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 24,450 8,527 53.55 2,088 208,700.00 0.1164
2023-05-12 2023-03-31 13F MORGAN STANLEY STOCK 617446448 15,923 -5,457 -25.52 1 0.00 0.1079
2023-02-09 2022-12-31 13F Morgan Stanley Stock 617446448 21,380 6,879 47.44 2 -99.91 0.1177
2022-11-15 2022-09-30 13F Morgan Stanley Stock 617446448 14,501 -3,050 -17.38 1,146 -14.16 0.1155
2022-08-15 2022-06-30 13F MORGAN STANLEY Stock 617446448 17,551 6,529 59.24 1,335 43.09 0.1234
2022-05-13 2022-03-31 13F MORGAN STANLEY Stock 617446448 11,022 -18,922 -63.19 933 -68.25 0.1630
2022-02-09 2021-12-31 13F MORGAN STANLEY COM Stock 617446448 29,944 692 2.37 2,939 3.23 0.1685
2021-11-04 2021-09-30 13F MORGAN STANLEY COM Stock 617446448 29,252 -3,984 -11.99 2,847 -6.56 0.1923
2021-08-05 2021-06-30 13F MORGAN STANLEY COM Stock 617446448 33,236 -5,653 -14.54 3,047 -9.77 0.2019
2021-05-07 2021-03-31 13F MORGAN STANLEY COM Stock 617446448 38,889 -2,521 -6.09 3,377 18.99 0.1175
2021-01-13 2020-12-31 13F MORGAN STANLEY COM COM 617446448 41,410 -160 -0.38 2,838 41.19 0.1212
2020-11-12 2020-09-30 13F MORGAN STANLEY COM COM 617446448 41,570 23,754 133.33 2,010 133.45 0.1004
2020-08-13 2020-06-30 13F MORGAN STANLEY COM Stock 617446448 17,816 5,909 49.63 861 112.59 0.0473
2020-05-12 2020-03-31 13F MORGAN STANLEY COM Stock 617446448 11,907 148 1.26 405 -32.61 0.0300
2020-02-07 2019-12-31 13F MORGAN STANLEY COM Stock 617446448 11,759 4,436 60.58 601 92.63 0.0458
2019-11-14 2019-09-30 13F MORGAN STANLEY COM COM 617446448 7,323 111 1.54 312 2.63 0.0258
2019-05-15 2019-03-31 13F MORGAN STANLEY COM Stock 617446448 7,212 -2,904 -28.71 304 -24.19 0.0339
2019-03-05 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 10,116 963 10.52 401 -5.87 0.0568
2018-11-13 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 9,153 1 0.01 426 -1.62 0.0618
2018-08-14 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 9,152 680 8.03 433 -1.14 0.0919
2018-05-10 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 8,472 -806 -8.69 438 -15.44 0.1094
2018-01-29 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 9,278 -9,669 -51.03 518 -44.89 0.1266
2017-11-07 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 18,947 8,239 76.94 940 83.24 0.2451
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 10,708 5,090 90.60 513 113.75 0.1456
2017-05-31 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 5,618 2,078 58.70 240 47.24 0.0709
2017-02-27 2016-12-31 13F Morgan Stanley COM NEW 617446448 3,540 3,540 163 0.0546
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.