SALEM INVESTMENT COUNSELORS INC

Position in MS — Morgan Stanley

CIK 884423 WINSTON-SALEM, NC

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$6,537,307

+$1,358,948 QoQ

Shares Held

31,273

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#668

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Financial Services · as of Jun 30, 2026

SALEM INVESTMENT COUNSELORS INC holds $15,578,927 across 15 Capital Markets names. MS ranks #2 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,558	$6,632,564
2	MS	Morgan Stanley This page	31,273	$6,537,307
3	SCHW	Schwab Charles Corp	24,931	$2,300,383
4	HOOD	Robinhood Markets, Inc.	300	$30,084
5	EVR	Evercore Inc.	75	$25,608
6	SF	Stifel Financial Corp	225	$15,698
7	PIPR	Piper Sandler Companies	208	$15,046
8	CRCL	Circle Internet Group, Inc.	225	$14,091

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,537,307	31,273	-0.6%	Shares	Sole	2026-07-14
2026-03-31	$5,178,359	31,466	+1.8%	Shares	Sole	2026-04-29
2025-12-31	$5,486,564	30,905	+1.0%	Shares	Sole	2026-01-12
2025-09-30	$4,862,745	30,591	+1.0%	Shares	Sole	2025-10-07
2025-06-30	$4,265,804	30,284	-0.1%	Shares	Sole	2025-07-08
2025-03-31	$3,537,317	30,319	+3.4%	Shares	Sole	2025-04-16
2024-12-31	$3,685,733	29,317	-0.3%	Shares	Sole	2025-01-13
2024-09-30	$3,065,489	29,408	-0.5%	Shares	Sole	2024-10-15
2024-06-30	$2,871,186	29,542	+0.3%	Shares	Sole	2024-07-11
2024-03-31	$2,773,012	29,450	+8.2%	Shares	Sole	2024-04-11
2023-12-31	$2,537,892	27,216	+4.9%	Shares	Sole	2024-01-16
2023-09-30	$2,119,908	25,957	+12.0%	Shares	Sole	2023-10-04
2023-06-30	$1,979,572	23,180	+2.7%	Shares	Sole	2023-07-19
2023-03-31	$1,981,997	22,574	+85.9%	Shares	Sole	2023-05-11
2022-12-31	$1,032,312	12,142	-2.7%	Shares	Sole	2023-02-15
2022-09-30	$985,728	12,476	+3.0%	Shares	Sole	2022-11-09
2022-06-30	$921,542	12,116	+3.4%	Shares	Sole	2022-08-17
2022-03-31	$1,024,415	11,721	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$1,174,288	11,963	+94.6%	Shares	Sole	2022-02-15
2021-09-30	$598,067	6,146	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$557,108	6,076	0.0%	Shares	Sole	2021-08-17
2021-03-31	$471,862	6,076	+12.5%	Shares	Sole	2021-05-17
2020-12-31	$370,130	5,401	-0.9%	Shares	Sole	2021-02-17
2020-09-30	$263,555	5,451	+0.9%	Shares	Sole	2020-11-13
2020-06-30	$260,868	5,401	+16.3%	Shares	Sole	2020-08-13
2020-03-31	$157,964	4,646	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.