Lloyd Advisory Services, LLC.

Position in MS — Morgan Stanley

CIK 1802474 SUWANEE, GA

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,508

-$16,582 QoQ

Shares Held

-89.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,707

of 2,722 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $34,316 across 4 Capital Markets names. MS ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	284	$24,719
2	GS	Goldman Sachs Group Inc	4	$4,045
3	SCHW	Schwab Charles Corp	33	$3,044
4	MS	Morgan Stanley This page	12	$2,508

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,508	12	-89.7%	Shares	Sole	2026-08-07
2026-03-31	$19,090	116	-98.4%	Shares	Sole	2026-05-13
2023-09-30	$587,860	7,198	+774.6%	Shares	Other	2023-11-13
2022-03-31	$71,930	823	-2.3%	Shares	Other	2022-05-02
2021-12-31	$82,650	842	+60.1%	Shares	Other	2022-01-26
2021-09-30	$51,185	526	-11.9%	Shares	Other	2021-10-21
2021-06-30	$54,738	597	-1.6%	Shares	Other	2021-08-09
2021-03-31	$47,139	607	-17.9%	Shares	Other	2021-05-04
2020-12-31	$50,643	739	+1.4%	Shares	Other	2021-02-04
2020-09-30	$35,247	729	-9.7%	Shares	Other	2020-10-28
2020-03-31	$27,438	807	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.