Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,553,289
+$1,893,635 QoQ
Shares Held
40,917
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#116
of 938 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. MS ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
40,917 | $8,553,289 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,214 | $6,284,653 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
26,868 | $2,338,590 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,600 | $1,254,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,217 | $824,000 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,580 | $356,782 | |
| 7 | SF |
Stifel Financial Corp
|
4,928 | $343,826 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
2,482 | $332,910 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,553,289 | 40,917 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,659,654 | 40,467 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,467,213 | 30,796 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,904,551 | 30,854 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,991,162 | 21,235 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,604,424 | 22,323 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,528,229 | 20,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,327,783 | 22,331 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,208,156 | 22,720 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,159,277 | 22,932 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,108,196 | 22,608 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,318,529 | 28,389 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,088,030 | 24,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,398,039 | 15,923 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,817,727 | 21,380 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,145,724 | 14,501 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,334,929 | 17,551 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $963,322 | 11,022 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,939,303 | 29,944 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,846,512 | 29,252 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,047,408 | 33,236 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,020,119 | 38,889 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,837,827 | 41,410 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,009,909 | 41,570 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $860,512 | 17,816 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $404,838 | 11,907 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||