Integrated Advisors Network LLC

Position in MS — Morgan Stanley

CIK 1660177 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,802,208

+$3,019,640 QoQ

Shares Held

37,324

+28.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#624

of 2,716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Advisors Network LLC holds $24,211,562 across 4 Capital Markets names. MS ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,204	$9,308,649
2	MS	Morgan Stanley This page	37,324	$7,802,208
3	SCHW	Schwab Charles Corp	73,637	$6,794,485
4	SF	Stifel Financial Corp	4,389	$306,220

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,802,208	37,324	+28.4%	Shares	Sole	2026-08-11
2026-03-31	$4,782,568	29,061	-36.7%	Shares	Sole	2026-04-28
2025-12-31	$8,151,645	45,917	-3.6%	Shares	Sole	2026-02-17
2025-09-30	$7,572,059	47,635	-16.6%	Shares	Sole	2025-11-12
2025-06-30	$8,041,556	57,089	+96.9%	Shares	Sole	2025-08-12
2025-03-31	$3,382,963	28,996	-58.6%	Shares	Sole	2025-04-15
2024-12-31	$8,815,486	70,120	-10.2%	Shares	Sole	2025-02-25
2024-09-30	$8,140,205	78,091	+1.5%	Shares	Sole	2024-10-25
2024-06-30	$7,477,118	76,933	+8.9%	Shares	Sole	2024-08-09
2024-03-31	$6,649,767	70,622	+115.5%	Shares	Sole	2024-05-06
2023-12-31	$3,055,429	32,766	-51.7%	Shares	Sole	2024-02-26
2023-09-30	$5,541,064	67,847	-2.8%	Shares	Sole	2023-11-16
2023-06-30	$5,962,115	69,814	-7.0%	Shares	Sole	2023-07-14
2023-03-31	$6,588,863	75,044	+101.1%	Shares	Sole	2023-05-08
2022-12-31	$3,173,031	37,321	-1.1%	Shares	Sole	2023-02-02
2022-09-30	$2,980,336	37,721	+10.6%	Shares	Sole	2022-11-08
2022-06-30	$2,593,113	34,093	+2.7%	Shares	Sole	2022-08-12
2022-03-31	$2,901,068	33,193	+32.7%	Shares	Sole	2022-05-02
2021-12-31	$2,454,687	25,007	+12.7%	Shares	Sole	2022-02-14
2021-09-30	$2,159,503	22,192	-66.2%	Shares	Sole	2021-11-15
2021-06-30	$6,022,474	65,683	+1.2%	Shares	Sole	2021-08-06
2021-03-31	$5,041,531	64,918	-10.6%	Shares	Sole	2021-05-17
2020-12-31	$4,975,415	72,602	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$3,578,963	74,022	-3.9%	Shares	Sole	2020-11-09
2020-06-30	$3,721,756	77,055	+34.1%	Shares	Other	2020-08-13
2020-03-31	$1,953,776	57,464	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.