Stocks
MS
LPL Financial LLC

LPL Financial LLC

CIK

0001403438

City

FORT MILL

State / Country

Stock

MS — MORGAN STANLEY

Holdings in MS

Position Over Time

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$532,590	3,000	-99.8%	Shares	Sole	2026-02-11
2025-12-31	$342,539,696	1,929,475	+64215.8%	Shares	Sole	2026-02-11
2025-09-30	$476,880	3,000	-99.8%	Shares	Sole	2025-11-12
2025-09-30	$308,968,644	1,943,688	+60640.2%	Shares	Sole	2025-11-12
2025-06-30	$450,752	3,200	-99.8%	Shares	Sole	2025-08-12
2025-06-30	$284,188,571	2,017,525	+4.5%	Shares	Sole	2025-08-12
2025-03-31	$225,170,416	1,929,977	+68827.8%	Shares	Sole	2025-05-07
2025-03-31	$326,676	2,800	-99.9%	Shares	Sole	2025-05-07
2024-12-31	$236,305,197	1,879,615	+13.5%	Shares	Sole	2025-02-11
2024-09-30	$172,629,674	1,656,079	+17.5%	Shares	Sole	2024-11-08
2024-06-30	$136,931,768	1,408,908	+15.8%	Shares	Sole	2024-08-07
2024-03-31	$114,581,514	1,216,881	+4.5%	Shares	Sole	2024-05-10
2023-12-31	$108,573,492	1,164,327	+28.0%	Shares	Sole	2024-02-14
2023-09-30	$74,277,231	909,480	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$74,123,015	867,951	-0.2%	Shares	Sole	2023-07-31
2023-03-31	$76,341,924	869,498	+6.0%	Shares	Sole	2023-05-10
2022-12-31	$69,759,845	820,511	+2.8%	Shares	Sole	2023-02-07
2022-09-30	$63,070,601	798,261	+14.8%	Shares	Sole	2022-11-14
2022-06-30	$52,875,466	695,181	+7.0%	Shares	Sole	2022-08-12
2022-03-31	$56,789,461	649,765	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$62,974,449	641,549	+9.5%	Shares	Sole	2022-02-14
2021-09-30	$57,025,216	586,016	+2.5%	Shares	Sole	2021-11-15
2021-06-30	$52,415,963	571,665	+38.5%	Shares	Sole	2021-08-13
2021-03-31	$32,065,037	412,890	+35.2%	Shares	Sole	2021-05-14
2020-12-31	$20,926,869	305,368	+17.5%	Shares	Sole	2021-02-12
2020-09-30	$12,568,437	259,947	+17.5%	Shares	Sole	2020-11-09
2020-06-30	$10,688,596	221,296	+12.9%	Shares	Sole	2020-08-13
2020-03-31	$6,662,776	195,964	—	Shares	Sole	2020-05-14