Comprehensive Financial Consultants Institutional, Inc.

Position in MS — Morgan Stanley

CIK 1915714 Bloomington, IN

Position in MS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,639,177

+$710,819 QoQ

Shares Held

17,409

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#849

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Comprehensive Financial Consultants Institutional, Inc. holds $3,639,177 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	17,409	$3,639,177

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,639,177	17,409	-2.2%	Shares	Sole	2026-07-15
2026-03-31	$2,928,358	17,794	+2.3%	Shares	Sole	2026-05-08
2025-12-31	$3,088,489	17,397	-10.2%	Shares	Sole	2026-01-29
2025-09-30	$3,080,167	19,377	-2.6%	Shares	Sole	2025-10-16
2025-06-30	$2,801,423	19,888	-0.8%	Shares	Sole	2025-07-22
2025-03-31	$2,339,700	20,054	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$2,573,488	20,470	+83.6%	Shares	Sole	2025-01-24
2024-09-30	$1,162,484	11,152	-1.8%	Shares	Sole	2024-10-31
2024-06-30	$1,103,884	11,358	+8.2%	Shares	Sole	2024-07-17
2024-03-31	$988,209	10,495	+3.8%	Shares	Sole	2024-05-02
2023-12-31	$942,571	10,108	+3.2%	Shares	Sole	2024-01-24
2023-09-30	$800,202	9,798	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$836,151	9,791	+2.9%	Shares	Sole	2023-07-24
2023-03-31	$835,241	9,513	+4.8%	Shares	Sole	2023-04-19
2022-12-31	$771,641	9,076	+1.7%	Shares	Sole	2023-01-30
2022-09-30	$705,401	8,928	+11.3%	Shares	Sole	2022-11-14
2022-06-30	$610,001	8,020	-0.1%	Shares	Sole	2022-08-09
2022-03-31	$701,734	8,029	-1.9%	Shares	Sole	2022-05-11
2021-12-31	$803,537	8,186	—	Shares	Sole	2022-03-10
No filing history on record for this holder in this stock.