NAPLES GLOBAL ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1582151 NAPLES, FL

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$663,074

+$143,527 QoQ

Shares Held

3,172

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,633

of 2,723 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $10,240,719 across 5 Capital Markets names. MS ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	81,562	$7,525,725
2	GS	Goldman Sachs Group Inc	735	$743,356
3	HLI	Houlihan Lokey, Inc.	5,200	$697,476
4	MS	Morgan Stanley This page	3,172	$663,074
5	MC	Moelis & Co	9,341	$611,088

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,074	3,172	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$519,547	3,157	+0.3%	Shares	Sole	2026-04-20
2025-12-31	$558,864	3,148	0.0%	Shares	Sole	2026-02-04
2025-09-30	$500,406	3,148	-1.6%	Shares	Sole	2025-10-30
2025-06-30	$450,470	3,198	+48.9%	Shares	Sole	2025-07-18
2025-03-31	$250,607	2,148	+23.9%	Shares	Sole	2025-04-10
2024-12-31	$217,998	1,734	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.