Dana Investment Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1427514 BROOKFIELD, WI

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,351,214

+$427,938 QoQ

Shares Held

25,599

-14.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#720

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. MS ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	195,919	$17,052,789
2	SCHW	Schwab Charles Corp	105,228	$9,709,387
3	SF	Stifel Financial Corp	82,406	$5,749,466
4	MS	Morgan Stanley This page	25,599	$5,351,214
5	EVR	Evercore Inc.	7,876	$2,689,181
6	GS	Goldman Sachs Group Inc	1,624	$1,642,464
7	LPLA	LPL Financial Holdings Inc.	5,313	$1,496,565
8	PJT	PJT Partners Inc.	9,379	$1,415,666

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,351,214	25,599	-14.4%	Shares	Sole	2026-08-13
2026-03-31	$4,923,276	29,916	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$5,446,442	30,679	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$4,840,967	30,454	-12.0%	Shares	Sole	2025-11-10
2025-06-30	$4,877,418	34,626	-1.1%	Shares	Sole	2025-08-13
2025-03-31	$4,083,916	35,004	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$4,433,892	35,268	+1.9%	Shares	Sole	2025-02-06
2024-09-30	$3,607,850	34,611	+3.0%	Shares	Sole	2024-11-13
2024-06-30	$3,265,292	33,597	+0.5%	Shares	Sole	2024-08-27
2024-03-31	$3,147,109	33,423	-11.5%	Shares	Sole	2024-05-15
2023-12-31	$3,522,145	37,771	-9.4%	Shares	Sole	2024-02-07
2023-09-30	$3,405,230	41,695	+11.2%	Shares	Sole	2023-11-15
2023-06-30	$3,201,133	37,484	-5.4%	Shares	Sole	2023-08-15
2023-03-31	$3,479,338	39,628	-83.9%	Shares	Sole	2023-05-15
2022-12-31	$20,951,818	246,434	-17.4%	Shares	Sole	2023-02-13
2022-09-30	$23,573,660	298,363	-11.6%	Shares	Sole	2022-11-15
2022-06-30	$25,683,484	337,674	-5.9%	Shares	Sole	2022-08-15
2022-03-31	$31,375,463	358,987	+2.9%	Shares	Sole	2022-05-12
2021-12-31	$34,249,005	348,910	-5.6%	Shares	Sole	2022-02-09
2021-09-30	$35,952,541	369,464	-14.2%	Shares	Sole	2021-11-12
2021-06-30	$39,476,762	430,546	-0.6%	Shares	Sole	2021-08-10
2021-03-31	$33,622,586	432,946	-13.8%	Shares	Sole	2021-05-13
2020-12-31	$34,415,423	502,195	-6.0%	Shares	Sole	2021-02-11
2020-09-30	$25,832,341	534,278	-10.8%	Shares	Sole	2020-11-10
2020-06-30	$28,916,485	598,685	-11.1%	Shares	Sole	2020-08-11
2020-03-31	$22,898,694	673,491	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.