Sandy Cove Advisors, LLC

Position in MS — Morgan Stanley

CIK 1908217 Hingham, MA

Position in MS

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

Position Value

$7,313,891

+$1,587,020 QoQ

Shares Held

34,988

+0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.05%

of 13F equity value

Holder Rank

#640

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sandy Cove Advisors, LLC holds $8,291,885 across 2 Capital Markets names. MS ranks #1 (88.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	34,988	$7,313,891
2	GS	Goldman Sachs Group Inc	967	$977,994

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,313,891	34,988	+0.5%	Shares	Sole	2026-07-07
2026-03-31	$5,726,871	34,799	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$6,170,055	34,755	-3.7%	Shares	Sole	2026-02-09
2025-09-30	$5,736,548	36,088	+0.2%	Shares	Sole	2025-10-22
2025-06-30	$5,074,199	36,023	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$4,198,953	35,990	+0.0%	Shares	Sole	2025-05-12
2024-12-31	$4,522,525	35,973	+0.4%	Shares	Sole	2025-01-15
2024-09-30	$3,735,127	35,832	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$3,471,529	35,719	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$3,343,056	35,504	-33.7%	Shares	Sole	2024-04-17
2023-12-31	$4,996,241	53,579	-5.6%	Shares	Sole	2024-01-17
2023-09-30	$4,634,854	56,751	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,844,827	56,731	-9.6%	Shares	Sole	2023-08-14
2023-03-31	$5,507,518	62,728	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$5,331,944	62,714	+0.0%	Shares	Sole	2023-01-23
2022-09-30	$4,953,768	62,698	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$4,767,668	62,683	+1501.5%	Shares	Sole	2022-08-11
2022-03-31	$342,083	3,914	+81.2%	Shares	Sole	2022-05-04
2021-12-31	$212,025	2,160	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.