NewEdge Advisors, LLC

Position in MS — Morgan Stanley

CIK 1633516 NEW ORLEANS, LA

Position in MS

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$40,352,070

-$5,598,197 QoQ

Shares Held

245,197

-5.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.512673482954522.ToString("F0")% Shared 0.ToString("F0")% None 97.48732651704547.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Advisors, LLC holds $122,060,434 across 39 Capital Markets names. MS ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	57,826	$48,920,217
2	MS	Morgan Stanley This page	245,197	$40,352,070
3	SCHW	Schwab Charles Corp	129,834	$12,201,799
4	HOOD	Robinhood Markets, Inc.	58,235	$4,035,685
5	BMNR	Bitmine Immersion Technologies, Inc.	111,435	$2,204,184
6	JEF	Jefferies Financial Group Inc.	38,678	$1,596,241
7	MIAX	Miami International Holdings, Inc.	39,025	$1,518,853
8	SF	Stifel Financial Corp	17,740	$1,311,340

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,352,070	245,197	-5.3%	Shares	Sole	2026-06-03
2025-12-31	$45,950,267	258,831	+67.6%	Shares	Sole	2026-02-18
2025-09-30	$24,542,470	154,394	+2.9%	Shares	Sole	2025-11-17
2025-06-30	$21,126,746	149,984	+4.0%	Shares	Sole	2025-08-14
2025-03-31	$16,823,463	144,197	+31.2%	Shares	Sole	2025-05-15
2024-12-31	$13,818,765	109,917	+1.7%	Shares	Sole	2025-02-13
2024-09-30	$11,261,568	108,035	+6.0%	Shares	Sole	2024-11-14
2024-06-30	$9,906,479	101,929	+3.8%	Shares	Sole	2024-08-16
2024-03-31	$9,241,992	98,152	-16.5%	Shares	Sole	2024-05-14
2023-12-31	$10,958,180	117,514	-73.3%	Shares	Sole	2024-02-13
2023-09-30	$35,969,836	440,429	-1.7%	Shares	Sole	2023-11-14
2023-06-30	$38,263,640	448,052	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$39,615,272	451,199	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$39,301,770	462,265	+5.8%	Shares	Sole	2023-02-14
2022-09-30	$34,536,772	437,119	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$32,618,711	428,855	+7.1%	Shares	Sole	2022-08-09
2022-03-31	$35,002,738	400,489	+9.9%	Shares	Sole	2022-05-13
2021-12-31	$35,776,473	364,471	+11.4%	Shares	Sole	2022-02-17
2021-09-30	$31,843,432	327,237	+8.5%	Shares	Sole	2021-10-29
2021-06-30	$27,652,053	301,582	+6.8%	Shares	Sole	2021-07-22
2021-03-31	$21,922,563	282,289	+1148.5%	Shares	Sole	2021-04-26
2020-12-31	$1,549,463	22,610	+7.3%	Shares	Sole	2021-01-27
2020-09-30	$1,018,976	21,075	-25.5%	Shares	Sole	2020-11-03
2020-06-30	$1,366,262	28,287	-13.6%	Shares	Sole	2020-07-29
2020-03-31	$1,112,786	32,729	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.