Powell Investment Advisors, LLC

Position in MS — Morgan Stanley

CIK 1802195 MIAMI, FL

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$967,437

+$209,593 QoQ

Shares Held

4,628

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,422

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $8,000,371 across 5 Capital Markets names. MS ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,594	$6,668,973
2	MS	Morgan Stanley This page	4,628	$967,437
3	CLSK	Cleanspark, Inc.	14,340	$208,647
4	PURR	Hyperliquid Strategies Inc	11,883	$93,519
5	SBET	Sharplink, Inc.	12,874	$61,795

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,437	4,628	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$757,844	4,605	+0.6%	Shares	Sole	2026-04-23
2025-12-31	$812,732	4,578	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$723,426	4,551	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$636,687	4,520	+0.7%	Shares	Sole	2025-07-22
2025-03-31	$523,731	4,489	+0.7%	Shares	Sole	2025-05-09
2024-12-31	$560,711	4,460	+0.7%	Shares	Sole	2025-01-29
2024-09-30	$461,783	4,430	+2.2%	Shares	Sole	2024-11-01
2024-06-30	$421,318	4,335	+0.8%	Shares	Sole	2024-07-31
2024-03-31	$404,793	4,299	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$396,965	4,257	+1.1%	Shares	Sole	2024-02-01
2023-09-30	$343,994	4,212	+1.0%	Shares	Sole	2023-10-16
2023-06-30	$356,203	4,171	+0.9%	Shares	Sole	2023-08-03
2023-03-31	$362,877	4,133	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$348,667	4,101	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$321,254	4,066	+50.4%	Shares	Sole	2022-11-14
2022-06-30	$205,666	2,704	+0.9%	Shares	Sole	2022-08-02
2022-03-31	$234,232	2,680	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$258,847	2,637	+0.7%	Shares	Sole	2022-01-14
2021-09-30	$254,854	2,619	+0.7%	Shares	Sole	2021-10-13
2021-06-30	$238,485	2,601	+0.4%	Shares	Sole	2021-07-14
2021-03-31	$201,217	2,591	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.