BURNEY CO/

Position in MS — Morgan Stanley

CIK 940445 RESTON, VA

Position in MS

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

Position Value

$5,343,689

+$1,216,768 QoQ

Shares Held

25,563

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#721

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $42,222,830 across 7 Capital Markets names. MS ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	146,181	$11,548,299
2	GS	Goldman Sachs Group Inc	10,450	$10,568,816
3	SCHW	Schwab Charles Corp	111,652	$10,302,129
4	MS	Morgan Stanley This page	25,563	$5,343,689
5	VIRT	Virtu Financial, Inc.	32,404	$1,930,306
6	IBKR	Interactive Brokers Group, Inc.	19,946	$1,736,099
7	LPLA	LPL Financial Holdings Inc.	2,817	$793,492

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,343,689	25,563	+1.9%	Shares	Sole	2026-07-15
2026-03-31	$4,126,921	25,077	-31.1%	Shares	Sole	2026-04-29
2025-12-31	$6,462,092	36,400	+46.2%	Shares	Sole	2026-01-23
2025-09-30	$3,956,991	24,893	+1.6%	Shares	Sole	2025-10-16
2025-06-30	$3,450,365	24,495	-46.7%	Shares	Sole	2025-08-05
2025-03-31	$5,360,053	45,942	+85.9%	Shares	Sole	2025-05-06
2024-12-31	$3,107,295	24,716	-8.7%	Shares	Sole	2025-01-14
2024-09-30	$2,822,193	27,074	+11.7%	Shares	Sole	2024-10-18
2024-06-30	$2,356,467	24,246	+12.4%	Shares	Defined	2024-07-29
2024-03-31	$2,031,124	21,571	-3.6%	Shares	Defined	2024-05-22
2023-12-31	$2,085,536	22,365	-20.3%	Shares	Defined	2024-02-12
2023-09-30	$2,293,129	28,078	-18.6%	Shares	Defined	2023-11-08
2023-06-30	$2,943,994	34,473	-70.6%	Shares	Defined	2023-08-09
2023-03-31	$10,286,472	117,158	-4.0%	Shares	Sole	2023-05-10
2022-12-31	$10,379,921	122,088	-8.7%	Shares	Sole	2023-02-06
2022-09-30	$10,570,747	133,790	-0.4%	Shares	Sole	2022-11-15
2022-06-30	$10,215,846	134,313	-1.5%	Shares	Defined	2022-08-12
2022-03-31	$11,913,668	136,312	-1.1%	Shares	Defined	2022-05-09
2021-12-31	$13,525,858	137,794	+0.7%	Shares	Defined	2022-02-11
2021-09-30	$13,311,617	136,796	-7.6%	Shares	Defined	2021-11-12
2021-06-30	$13,573,511	148,037	+3.2%	Shares	Defined	2021-08-06
2021-03-31	$11,137,530	143,414	+8.8%	Shares	Defined	2021-05-13
2020-12-31	$9,029,101	131,754	+677.2%	Shares	Defined	2021-02-11
2020-09-30	$819,629	16,952	-1.4%	Shares	Sole	2020-12-14
2020-06-30	$830,518	17,195	-11.2%	Shares	Sole	2020-08-13
2020-03-31	$658,444	19,366	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.