BLB&B Advisors, LLC

Position in MS — Morgan Stanley

CIK 1389059 MONTGOMERYVILLE, PA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$510,684

+$120,983 QoQ

Shares Held

2,443

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,782

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BLB&B Advisors, LLC holds $8,825,852 across 3 Capital Markets names. MS ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	78,845	$7,906,576
2	MS	Morgan Stanley This page	2,443	$510,684
3	GS	Goldman Sachs Group Inc	404	$408,592

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$510,684	2,443	+3.2%	Shares	Other	2026-08-05
2026-03-31	$389,701	2,368	-8.1%	Shares	Other	2026-04-28
2025-12-31	$457,493	2,577	+0.3%	Shares	Other	2026-01-26
2025-09-30	$408,527	2,570	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$361,305	2,565	-9.5%	Shares	Sole	2025-08-04
2025-03-31	$330,526	2,833	+16.7%	Shares	Sole	2025-04-28
2024-12-31	$305,122	2,427	-5.7%	Shares	Sole	2025-01-28
2024-09-30	$268,418	2,575	-6.9%	Shares	Sole	2024-10-22
2024-06-30	$268,924	2,767	-16.6%	Shares	Sole	2024-07-26
2024-03-31	$312,328	3,317	-6.9%	Shares	Sole	2024-04-26
2023-12-31	$332,249	3,563	-0.8%	Shares	Sole	2024-01-19
2023-09-30	$293,440	3,593	-1.8%	Shares	Sole	2023-10-25
2023-06-30	$312,393	3,658	-11.6%	Shares	Sole	2023-07-20
2023-03-31	$363,228	4,137	+4.0%	Shares	Sole	2023-04-24
2022-12-31	$338,039	3,976	0.0%	Shares	Sole	2023-01-18
2022-09-30	$314,143	3,976	-4.1%	Shares	Sole	2022-10-14
2022-06-30	$315,192	4,144	-5.3%	Shares	Sole	2022-07-18
2022-03-31	$382,375	4,375	-6.5%	Shares	Sole	2022-04-20
2021-12-31	$459,094	4,677	-30.2%	Shares	Sole	2022-01-21
2021-09-30	$652,268	6,703	+45.0%	Shares	Sole	2021-10-19
2021-06-30	$423,882	4,623	-0.8%	Shares	Sole	2021-07-20
2021-03-31	$361,740	4,658	-34.3%	Shares	Sole	2021-04-19
2020-12-31	$486,151	7,094	+40.2%	Shares	Sole	2021-01-19
2020-09-30	$244,651	5,060	-6.6%	Shares	Sole	2020-10-20
2020-06-30	$261,592	5,416	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.