Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,436,361
+$28,538 QoQ
Shares Held
11,655
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,007
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026A. D. Beadell Investment Counsel, Inc. holds $2,436,361 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,655 | $2,436,361 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,436,361 | 11,655 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,407,823 | 14,631 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,733,251 | 15,396 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,447,348 | 15,396 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,217,981 | 15,746 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,798,584 | 15,416 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,033,018 | 16,171 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,787,299 | 17,146 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,666,419 | 17,146 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,652,131 | 17,546 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,652,483 | 17,721 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,447,274 | 17,721 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,513,373 | 17,721 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,555,903 | 17,721 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,506,639 | 17,721 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,400,136 | 17,721 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,008,933 | 39,560 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,649,824 | 41,760 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,201,248 | 42,800 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,196,493 | 43,125 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,954,131 | 43,125 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,380,151 | 43,525 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,847,421 | 41,550 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||