Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership16,670 shares
Latest Disclosed Value $ 2,743,301
Institute for Wealth Management, LLC. reports 0.29% decrease in ownership of MS / Morgan Stanley

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 16,670 shares of Morgan Stanley (CH:MS) valued at $2,743,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 16,718 shares of Morgan Stanley. This represents a change in shares of -0.29% 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)
2026-05-14 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 16,670 -48 -0.29 2,743 -7.55 0.2923
2026-01-27 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 16,718 -128 -0.76 2,968 10.83 0.3145
2025-10-17 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 16,846 -259 -1.51 2,678 11.12 0.2789
2025-07-18 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 17,105 -29 -0.17 2,409 20.51 0.2687
2025-04-21 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 17,134 -144 -0.83 1,999 -7.97 0.2565
2025-01-23 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 17,278 -171 -0.98 2,172 19.47 0.2721
2024-11-12 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 17,449 -299 -1.68 1,819 5.45 0.2295
2024-07-25 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 17,748 268 1.53 1,725 4.80 0.2312
2024-04-30 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 17,480 -98 -0.56 1,646 0.37 0.2121
2024-01-31 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 17,578 618 3.64 1,639 18.34 0.2659
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 16,960 -68 -0.40 1,385 -4.75 0.2498
2023-07-25 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 17,028 -45 -0.26 1,454 -2.94 0.2453
2023-04-20 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 17,073 -70 -0.41 1,499 2.81 0.2863
2023-02-02 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 17,143 -845 -4.70 1,457 2.53 0.3064
2022-10-18 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 17,988 -90 -0.50 1,421 3.35 0.3188
2022-07-25 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 18,078 -139 -0.76 1,375 -13.63 0.2700
2022-04-29 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 18,217 312 1.74 1,592 -9.44 0.2576
2022-01-21 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 17,905 -132 -0.73 1,758 0.17 0.2864
2021-11-15 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 18,037 2,537 16.37 1,755 23.50 0.3080
2021-07-21 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 15,500 -196 -1.25 1,421 16.57 0.2495
2021-05-04 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 15,696 -390 -2.42 1,219 10.62 0.2318
2021-02-01 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 16,086 745 4.86 1,102 48.92 0.2191
2020-11-03 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 15,341 105 0.69 740 0.54 0.1689
2020-07-30 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 15,236 259 1.73 736 44.60 0.1802
2020-04-29 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 14,977 -436 -2.83 509 -35.41 0.1570
2020-02-27 2019-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 15,413 -136 -0.87 788 18.85 0.1779
2020-01-27 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 788 -14,761 788 182,989.4154
2019-10-28 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 15,549 0 0.00 663 -2.64 0.1671
2019-08-02 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 15,549 -105 -0.67 681 3.03 0.1507
2019-05-15 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 15,654 15,654 661 0.1437
2019-02-08 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 0 -15,033 -100.00 0 -100.00
2018-10-29 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 15,033 -2,532 -14.42 722 -12.80 0.2437
2018-08-10 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 17,565 7 0.04 828 -8.81 0.2638
2018-05-15 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 17,558 1,833 11.66 908 10.19 0.2676
2018-02-12 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 15,725 -943 -5.66 824 2.36 0.1902
2017-11-14 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 16,668 124 0.75 805 9.97 0.2617
2017-08-14 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 16,544 16,544 732 0.2014
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.