Ellsworth Advisors, LLC

Position in MS — Morgan Stanley

CIK 1843553 HUDSON, OH

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$465,532

+$50,816 QoQ

Shares Held

2,227

-11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,832

of 2,723 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellsworth Advisors, LLC holds $10,107,933 across 2 Capital Markets names. MS ranks #2 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	9,534	$9,642,401
2	MS	Morgan Stanley This page	2,227	$465,532

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,532	2,227	-11.6%	Shares	Sole	2026-07-16
2026-03-31	$414,716	2,520	+1.2%	Shares	Sole	2026-04-16
2025-12-31	$442,227	2,491	-6.5%	Shares	Sole	2026-01-16
2025-09-30	$423,469	2,664	+10.4%	Shares	Sole	2025-10-16
2025-06-30	$339,895	2,413	+0.3%	Shares	Sole	2025-07-23
2025-03-31	$280,708	2,406	-1.6%	Shares	Sole	2025-05-28
2024-12-31	$307,385	2,445	-6.7%	Shares	Sole	2025-01-16
2024-09-30	$273,108	2,620	+0.8%	Shares	Sole	2024-10-16
2024-06-30	$252,694	2,600	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$244,533	2,597	-2.0%	Shares	Sole	2024-04-15
2023-12-31	$247,112	2,650	-2.7%	Shares	Sole	2024-01-18
2023-06-30	$232,629	2,724	+0.4%	Shares	Sole	2023-07-24
2023-03-31	$238,289	2,714	+9.8%	Shares	Sole	2023-04-12
2022-12-31	$210,169	2,472	0.0%	Shares	Sole	2023-01-19
2022-03-31	$216,052	2,472	+3.2%	Shares	Sole	2022-04-21
2021-12-31	$235,093	2,395	0.0%	Shares	Sole	2022-01-18
2021-09-30	$233,057	2,395	+9.1%	Shares	Sole	2021-10-18
2021-06-30	$201,259	2,195	-31.6%	Shares	Sole	2021-07-19
2020-12-31	$219,981	3,210	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.