Jackson, Grant Investment Advisers, Inc.

Position in MS — Morgan Stanley

CIK 1650300 STAMFORD, CT

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$20,904

+$4,447 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,646

of 2,723 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $232,331 across 4 Capital Markets names. MS ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	180	$182,046
2	LPLA	LPL Financial Holdings Inc.	84	$23,661
3	MS	Morgan Stanley This page	100	$20,904
4	SCHW	Schwab Charles Corp	62	$5,720

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,904	100	0.0%	Shares	Sole	2026-07-31
2026-03-31	$16,457	100	0.0%	Shares	Sole	2026-05-08
2025-12-31	$17,753	100	0.0%	Shares	Sole	2026-01-27
2025-09-30	$15,896	100	-21.3%	Shares	Sole	2025-11-10
2023-03-31	$11,150	127	0.0%	Shares	Sole	2023-05-02
2022-12-31	$10,797	127	0.0%	Shares	Sole	2023-01-26
2022-09-30	$10,034	127	0.0%	Shares	Sole	2022-11-14
2022-06-30	$9,659	127	0.0%	Shares	Sole	2022-08-04
2022-03-31	$11,099	127	0.0%	Shares	Sole	2022-04-28
2021-12-31	$12,466	127	0.0%	Shares	Sole	2022-01-24
2021-09-30	$12,358	127	0.0%	Shares	Sole	2021-10-13
2021-06-30	$11,644	127	0.0%	Shares	Sole	2021-07-15
2021-03-31	$9,862	127	-36.5%	Shares	Sole	2021-04-22
2020-03-31	$6,800	200	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.