IBEX WEALTH ADVISORS

Position in MS — Morgan Stanley

CIK 1686242 BEDMINSTER, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,263,303

+$5,955,795 QoQ

Shares Held

34,746

+337.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#642

of 2,722 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $42,112,291 across 4 Capital Markets names. MS ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	163,575	$14,237,568
2	SNEX	StoneX Group Inc.	155,210	$12,261,550
3	GS	Goldman Sachs Group Inc	8,256	$8,349,870
4	MS	Morgan Stanley This page	34,746	$7,263,303

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,263,303	34,746	+337.3%	Shares	Sole	2026-07-27
2026-03-31	$1,307,508	7,945	-77.1%	Shares	Sole	2026-04-30
2025-12-31	$6,171,830	34,765	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$5,230,737	32,906	+254.6%	Shares	Sole	2025-11-12
2025-06-30	$1,307,321	9,281	+132.1%	Shares	Sole	2025-08-07
2024-12-31	$502,754	3,999	+135.0%	Shares	Sole	2025-01-23
2024-06-30	$165,417	1,702	-74.6%	Shares	Sole	2024-08-06
2024-03-31	$570	6,707	0.0%	Shares	Sole	2024-04-18
2022-12-31	$570,229	6,707	+31.2%	Shares	Sole	2023-02-06
2022-03-31	$446,788	5,112	-82.2%	Shares	Sole	2022-05-16
2021-12-31	$2,817,192	28,700	+5.1%	Shares	Sole	2022-02-22
2021-09-30	$2,657,536	27,310	+4.0%	Shares	Sole	2021-11-12
2021-06-30	$2,407,871	26,261	+5.1%	Shares	Sole	2021-08-20
2021-03-31	$1,941,344	24,998	-14.9%	Shares	Sole	2021-05-05
2020-12-31	$2,012,246	29,363	+14.6%	Shares	Sole	2021-01-22
2020-09-30	$1,239,307	25,632	+8.5%	Shares	Sole	2020-10-23
2020-06-30	$1,141,329	23,630	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.