Capital Investment Advisors, LLC

Position in MS — Morgan Stanley

CIK 1582732 ATLANTA, GA

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,226,579

+$965,460 QoQ

Shares Held

20,219

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#803

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $46,783,199 across 4 Capital Markets names. MS ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	40,805	$41,268,952
2	MS	Morgan Stanley This page	20,219	$4,226,579
3	SCHW	Schwab Charles Corp	8,504	$784,664
4	HOOD	Robinhood Markets, Inc.	5,016	$503,004

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,226,579	20,219	+2.0%	Shares	Sole	2026-08-06
2026-03-31	$3,261,119	19,816	+1.0%	Shares	Sole	2026-04-17
2025-12-31	$3,483,671	19,623	-4.9%	Shares	Sole	2026-01-13
2025-09-30	$3,280,616	20,638	-10.9%	Shares	Sole	2025-10-23
2025-06-30	$3,262,881	23,164	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$2,697,527	23,121	+6.4%	Shares	Sole	2025-04-14
2024-12-31	$2,732,901	21,738	+3.3%	Shares	Sole	2025-01-13
2024-09-30	$2,193,730	21,045	-4.9%	Shares	Sole	2024-10-17
2024-06-30	$2,150,425	22,126	+18.2%	Shares	Sole	2024-07-12
2024-03-31	$1,762,769	18,721	+2.2%	Shares	Sole	2024-04-15
2023-12-31	$1,708,153	18,318	-8.5%	Shares	Sole	2024-01-05
2023-09-30	$1,634,870	20,018	-2.5%	Shares	Sole	2023-10-16
2023-06-30	$1,752,493	20,521	-3.2%	Shares	Sole	2023-07-11
2023-03-31	$1,861,184	21,198	-1.5%	Shares	Sole	2023-04-10
2022-12-31	$1,828,780	21,510	-4.4%	Shares	Sole	2023-01-05
2022-09-30	$1,777,725	22,500	+5.9%	Shares	Sole	2022-10-05
2022-06-30	$1,616,655	21,255	+7.1%	Shares	Sole	2022-07-06
2022-03-31	$1,734,016	19,840	+3.3%	Shares	Sole	2022-04-13
2021-12-31	$1,885,948	19,213	+27.4%	Shares	Sole	2022-01-10
2021-09-30	$1,467,240	15,078	+13.1%	Shares	Sole	2021-10-13
2021-06-30	$1,222,044	13,328	+17.5%	Shares	Sole	2021-07-14
2021-03-31	$880,586	11,339	+8.8%	Shares	Sole	2021-04-27
2020-12-31	$714,425	10,425	-1.9%	Shares	Sole	2021-01-21
2020-09-30	$513,912	10,629	+3.2%	Shares	Sole	2020-10-29
2020-06-30	$497,393	10,298	+1.1%	Shares	Sole	2020-07-20
2020-03-31	$346,154	10,181	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.