Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionConnors Investor Services Inc
Latest Disclosed Ownership93,350 shares
Latest Disclosed Value $ 15,362,644
Connors Investor Services Inc reports 29.47% decrease in ownership of MS / Morgan Stanley

On May 15, 2026 - Connors Investor Services Inc filed a 13F-HR form disclosing ownership of 93,350 shares of Morgan Stanley (CH:MS) valued at $15,362,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 132,363 shares of Morgan Stanley. This represents a change in shares of -29.47% during the quarter.

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)
2026-05-15 2026-03-31 13F MORGAN STANLEY COM 617446448 93,350 -39,013 -29.47 15,363 -34.60 1.4189
2026-02-09 2025-12-31 13F MORGAN STANLEY COM 617446448 132,363 -3,403 -2.51 23,489 8.84 2.0227
2025-11-25 2025-09-30 13F MORGAN STANLEY COM 617446448 135,766 -36,671 -21.27 21,581 -11.15 1.8389
2025-07-30 2025-06-30 13F MORGAN STANLEY COM 617446448 172,437 -45,326 -20.81 24,289 -4.37 2.1512
2025-05-12 2025-03-31 13F MORGAN STANLEY COM 617446448 217,763 19,919 10.07 25,399 2.11 2.5216
2025-02-14 2024-12-31 13F MORGAN STANLEY COM 617446448 197,844 -47,320 -19.30 24,873 -2.55 2.3314
2024-11-14 2024-09-30 13F MORGAN STANLEY COM 617446448 245,164 9,260 3.93 25,525 11.33 2.4711
2024-08-09 2024-06-30 13F MORGAN STANLEY COM 617446448 235,904 74 0.03 22,928 3.25 2.3864
2024-05-10 2024-03-31 13F MORGAN STANLEY COM 617446448 235,830 608 0.26 22,206 105,638.10 2.3410
2024-02-14 2023-12-31 13F MORGAN STANLEY COM 617446448 235,222 26,995 12.96 22 23.53 2.4634
2023-11-22 2023-09-30 13F MORGAN STANLEY COM 617446448 208,227 36,954 21.58 17 21.43 2.0939
2023-08-15 2023-06-30 13F MORGAN STANLEY COM 617446448 171,273 97,292 131.51 15 133.33 1.6554
2023-05-15 2023-03-31 13F MORGAN STANLEY COM 617446448 73,981 600 0.82 6 -99.90 0.7634
2023-02-15 2022-12-31 13F MORGAN STANLEY COM 617446448 73,381 0 0.00 6,239 7.59 0.7790
2022-11-14 2022-09-30 13F MORGAN STANLEY COM 617446448 73,381 300 0.41 5,798 4.30 0.7586
2022-08-16 2022-06-30 13F MORGAN STANLEY COM 617446448 73,081 0 0.00 5,559 -12.96 0.6998
2022-05-18 2022-03-31 13F MORGAN STANLEY COM 617446448 73,081 -1,500 -2.01 6,387 -12.76 0.6638
2022-02-15 2021-12-31 13F MORGAN STANLEY COM 617446448 74,581 1,100 1.50 7,321 2.39 0.7182
2021-11-15 2021-09-30 13F MORGAN STANLEY COM 617446448 73,481 -2,000 -2.65 7,150 3.31 0.7562
2021-08-10 2021-06-30 13F MORGAN STANLEY COM 617446448 75,481 0 0.00 6,921 18.07 0.7208
2021-09-15 2021-03-31 13F MORGAN STANLEY COM 617446448 75,481 65,351 645.12 5,862 744.67 0.6639
2021-02-16 2020-12-31 13F MORGAN STANLEY COM 617446448 10,130 0 0.00 694 41.63 0.0861
2020-11-16 2020-09-30 13F MORGAN STANLEY COM 617446448 10,130 -15,000 -59.69 490 -59.64 0.0686
2020-08-14 2020-06-30 13F MORGAN STANLEY COM 617446448 25,130 -700 -2.71 1,214 38.27 0.1802
2020-05-14 2020-03-31 13F MORGAN STANLEY COM 617446448 25,830 -188,095 -87.93 878 -91.97 0.1523
2020-02-14 2019-12-31 13F MORGAN STANLEY COM 617446448 213,925 16,075 8.12 10,936 29.54 1.3892
2019-10-26 2019-09-30 13F MORGAN STANLEY COM 617446448 197,850 197,850 8,442 1.1594
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.