Global Financial Private Client, LLC

Position in MS — Morgan Stanley

CIK 2023568 Sarasota, FL

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,004,854

+$235,654 QoQ

Shares Held

4,807

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,394

of 2,723 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95% Shared 5% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,529,541 across 3 Capital Markets names. MS ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,807	$1,004,854
2	GS	Goldman Sachs Group Inc	883	$893,039
3	IBKR	Interactive Brokers Group, Inc.	7,257	$631,648

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,004,854	4,807	+2.8%	Shares	Other	2026-07-20
2026-03-31	$769,200	4,674	+7.6%	Shares	Sole	2026-04-20
2025-12-31	$771,190	4,344	+194.1%	Shares	Sole	2026-01-27
2025-09-30	$234,783	1,477	+10.7%	Shares	Other	2025-10-21
2025-03-31	$155,637	1,334	+3.0%	Shares	Sole	2025-04-08
2024-12-31	$162,807	1,295	+1.2%	Shares	Sole	2025-01-14
2024-09-30	$133,427	1,280	-91.9%	Shares	Sole	2024-10-07
2024-06-30	$1,540,072	15,846	+1543.8%	Shares	Sole	2024-07-29
2024-03-31	$90,770	964	0.0%	Shares	Sole	2024-05-16
2023-12-31	$89,893	964	-8.2%	Shares	Sole	2024-05-16
2023-09-30	$85,753	1,050	0.0%	Shares	Sole	2024-05-16
2023-06-30	$89,670	1,050	-3.7%	Shares	Sole	2024-05-16
2023-03-31	$95,702	1,090	+10.8%	Shares	Sole	2024-05-16
2022-12-31	$83,659	984	+2.1%	Shares	Sole	2024-05-16
2022-09-30	$76,165	964	-5.5%	Shares	Sole	2024-05-16
2022-06-30	$77,581	1,020	0.0%	Shares	Sole	2024-05-16
2022-03-31	$89,148	1,020	-85.7%	Shares	Sole	2024-05-16
2021-12-31	$700,077	7,132	+18.8%	Shares	Sole	2024-05-16
2021-09-30	$583,957	6,001	+522.5%	Shares	Sole	2024-05-16
2021-06-30	$88,389	964	0.0%	Shares	Sole	2024-05-16
2021-03-31	$74,864	964	0.0%	Shares	Sole	2024-05-16
2020-12-31	$66,062	964	0.0%	Shares	Sole	2024-05-16
2020-09-30	$46,609	964	0.0%	Shares	Sole	2024-05-16
2020-06-30	$46,561	964	0.0%	Shares	Sole	2024-05-16
2020-03-31	$32,776	964	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.