HOWE & RUSLING INC

Position in MS — Morgan Stanley

CIK 769963 ROCHESTER, NY

Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$20,003,664

+$4,427,773 QoQ

Shares Held

95,693

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#421

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2021

CallValue

$77,660

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $39,346,102 across 3 Capital Markets names. MS ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	95,693	$20,003,664
2	GS	Goldman Sachs Group Inc	18,547	$18,757,878
3	IBKR	Interactive Brokers Group, Inc.	6,716	$584,560

All Filings in MS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,003,664	95,693	+1.1%	Shares	Sole	2026-08-10
2026-03-31	$15,575,891	94,646	-2.7%	Shares	Sole	2026-04-28
2025-12-31	$17,273,668	97,300	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$15,454,249	97,221	+1.5%	Shares	Sole	2025-11-05
2025-06-30	$13,492,274	95,785	+3.0%	Shares	Sole	2025-08-12
2025-03-31	$10,850,425	93,001	-0.5%	Shares	Sole	2025-06-17
2024-12-31	$11,752,682	93,483	-2.6%	Shares	Sole	2025-02-12
2024-09-30	$10,000,994	95,942	+1.7%	Shares	Sole	2024-11-08
2024-06-30	$9,171,819	94,370	+1.6%	Shares	Sole	2024-08-14
2024-03-31	$8,745,015	92,874	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$8,504,865	91,205	+23.6%	Shares	Sole	2024-02-06
2023-09-30	$6,026,592	73,792	-3.5%	Shares	Sole	2023-11-09
2023-06-30	$6,527,548	76,435	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$6,674,467	76,019	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$6,490,681	76,343	+23.9%	Shares	Sole	2023-02-15
2022-09-30	$4,869,781	61,635	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$4,635,628	60,947	-31.2%	Shares	Sole	2022-08-15
2022-03-31	$7,747,835	88,648	-0.2%	Shares	Sole	2022-05-10
2021-12-31	$8,722,890	88,864	-23.0%	Shares	Sole	2022-02-14
2021-09-30	$11,231,714	115,422	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$10,398,746	113,412	-15.9%	Shares	Sole	2021-08-13
2021-03-31	$77,660	1,000	—	Call	Sole	2021-05-13
2021-03-31	$10,468,024	134,793	-1.0%	Shares	Sole	2021-05-13
2020-12-31	$9,330,428	136,151	-3.4%	Shares	Sole	2021-02-08
2020-09-30	$6,815,706	140,966	-33.8%	Shares	Sole	2020-11-06
2020-06-30	$10,290,556	213,055	+3.5%	Shares	Sole	2020-07-15
2020-03-31	$7,001,790	205,935	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.