Advisory Services Network, LLC

Position in MS — Morgan Stanley

CIK 1573876 Atlanta, GA

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,141,747

-$426,325 QoQ

Shares Held

37,320

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Advisory Services Network, LLC holds $38,078,196 across 44 Capital Markets names. MS ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,164	$14,520,563
2	MS	Morgan Stanley This page	37,320	$6,141,747
3	EVR	Evercore Inc.	17,048	$5,088,995
4	SCHW	Schwab Charles Corp	27,698	$2,603,050
5	IBKR	Interactive Brokers Group, Inc.	31,907	$2,139,999
6	IREN	IREN Ltd	35,300	$1,210,084
7	MIAX	Miami International Holdings, Inc.	26,682	$1,038,463
8	HOOD	Robinhood Markets, Inc.	13,130	$909,903

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,141,747	37,320	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$6,568,072	36,997	+16.3%	Shares	Sole	2026-02-17
2025-09-30	$5,054,923	31,800	+5.4%	Shares	Sole	2025-11-18
2025-06-30	$4,249,744	30,170	-0.1%	Shares	Sole	2025-08-19
2025-03-31	$3,522,730	30,194	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$3,874,687	30,820	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$3,199,747	30,696	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,983,340	30,696	-1.3%	Shares	Sole	2024-08-13
2024-03-31	$2,929,504	31,112	-1.5%	Shares	Sole	2024-05-06
2023-12-31	$2,944,366	31,575	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$2,555,125	31,286	+9.2%	Shares	Sole	2023-11-14
2023-06-30	$2,446,536	28,648	+13.0%	Shares	Sole	2023-08-09
2023-03-31	$2,225,992	25,353	+3.5%	Shares	Sole	2023-05-17
2022-12-31	$2,082,989	24,500	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$1,881,937	23,819	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$1,791,440	23,553	-6.1%	Shares	Sole	2022-08-02
2022-03-31	$2,191,466	25,074	+1.8%	Shares	Sole	2022-05-23
2021-12-31	$2,418,366	24,637	+7.5%	Shares	Sole	2022-02-14
2021-09-30	$2,230,538	22,922	+16.8%	Shares	Sole	2021-11-05
2021-06-30	$1,799,965	19,631	+16.1%	Shares	Sole	2021-08-12
2021-03-31	$1,313,152	16,909	+5.2%	Shares	Sole	2021-05-24
2020-12-31	$1,101,345	16,071	-3.7%	Shares	Sole	2021-02-09
2020-09-30	$806,719	16,685	+159.9%	Shares	Sole	2020-11-16
2020-06-30	$310,132	6,421	-6.4%	Shares	Sole	2020-08-10
2020-03-31	$233,342	6,863	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.