모건스탠리
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership36,432 shares
Latest Disclosed Value $ 5,995,599
Dynamic Advisor Solutions LLC reports 7.48% increase in ownership of MS / Morgan Stanley

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 36,432 shares of Morgan Stanley (US:MS) valued at $5,995,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 33,898 shares of Morgan Stanley. This represents a change in shares of 7.48% during the quarter. The current value of the position is $7,721,034 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 36,432 2,534 7.48 5,996 -0.37 0.1889
2026-01-09 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 33,898 1 0.00 6,018 11.67 0.1931
2025-10-09 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 33,897 148 0.44 5,388 13.36 0.1564
2025-07-09 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 33,749 903 2.75 4,754 24.03 0.1468
2025-04-17 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 32,846 231 0.71 3,832 -6.54 0.1263
2025-01-21 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 32,615 17,766 119.64 4,100 165.03 0.1774
2024-10-07 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 14,849 -184 -1.22 1,548 5.89 0.0465
2024-07-15 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 15,033 -1,262 -7.74 1,461 -4.76 0.0460
2024-04-12 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 16,295 311 1.95 1,534 2.95 0.0518
2024-01-10 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 15,984 1,757 12.35 1,490 28.34 0.0555
2023-10-11 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 14,227 4,285 43.10 1,162 36.75 0.0549
2023-08-03 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 9,942 2,744 38.12 849 34.55 0.0440
2023-04-11 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 7,198 174 2.48 632 5.70 0.0370
2023-01-13 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 7,024 -28,364 -80.15 597 -78.65 0.0408
2022-10-20 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 35,388 361 1.03 2,796 4.95 0.2132
2022-07-27 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 35,027 367 1.06 2,664 -12.05 0.2046
2022-04-11 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 34,660 2,382 7.38 3,029 -4.39 0.2108
2022-01-26 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 32,278 833 2.65 3,168 3.53 0.2263
2021-10-28 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 31,445 1,013 3.33 3,060 9.68 0.2303
2021-08-10 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 30,432 1,858 6.50 2,790 25.73 0.2210
2021-04-27 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 28,574 10,902 61.69 2,219 83.24 0.2060
2021-02-03 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 17,672 896 5.34 1,211 49.32 0.1133
2020-10-27 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 16,776 219 1.32 811 1.38 0.0920
2020-08-05 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 16,557 4,724 39.92 800 99.00 0.1081
2020-05-07 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 11,833 -120 -1.00 402 -34.21 0.0733
2020-02-04 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 11,953 1,675 16.30 611 39.18 0.0833
2019-11-13 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 10,278 -440 -4.11 439 -6.60 0.0681
2019-08-13 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 10,718 570 5.62 470 9.81 0.0755
2019-04-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 10,148 0 0.00 428 -1.83 0.0807
2019-01-29 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 10,148 -468 -4.41 436 -11.74 0.0926
2018-11-14 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 10,616 10,616 494 0.1025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.