BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MS — Morgan Stanley
CIK 1654599
MORRISTOWN, NJ
Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$47,784,244
+$8,354,918 QoQ
Shares Held
228,589
-4.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#278
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $57,442,830 across 8 Capital Markets names. MS ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
228,589 | $47,784,244 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,056 | $9,158,966 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
6,112 | $305,477 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,264 | $110,018 | |
| 5 | SCHW |
Schwab Charles Corp
|
350 | $32,294 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
700 | $26,012 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
250 | $25,070 | |
| 8 | ABTC |
American Bitcoin Corp.
|
73 | $749 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,784,244 | 228,589 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $39,429,326 | 239,590 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $49,346,948 | 277,964 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $47,619,329 | 299,568 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $44,672,622 | 317,142 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $35,230,723 | 301,969 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,039,285 | 238,938 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $24,340,248 | 233,502 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,597,063 | 232,504 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,623,373 | 229,645 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,059,486 | 225,839 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $19,120,580 | 234,120 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $20,107,942 | 235,456 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $20,471,360 | 233,159 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,339,414 | 227,469 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $17,984,967 | 227,629 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $17,193,743 | 226,055 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $19,704,854 | 225,456 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,522,365 | 219,258 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $17,760,729 | 182,517 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,683,058 | 192,857 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $13,326,145 | 171,596 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $6,912,278 | 100,865 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,856,347 | 79,759 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,842,796 | 79,561 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,503,556 | 73,634 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||