Morgan Stanley
CH ˙ SWX ˙ US6174464486
SecurityCH:MS / Morgan Stanley
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership427,904 shares
Latest Disclosed Value $ 70,420
Janney Montgomery Scott LLC reports 35.51% increase in ownership of MS / Morgan Stanley

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 427,904 shares of Morgan Stanley (CH:MS) valued at $70,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 315,775 shares of Morgan Stanley. This represents a change in shares of 35.51% 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)
2026-04-22 2026-03-31 13F MORGAN STANLEY Common Stock 617446448 427,904 112,129 35.51 70 25.00 0.1743
2026-02-11 2025-12-31 13F MORGAN STANLEY Common Stock 617446448 315,775 2,322 0.74 56 14.29 0.1286
2025-10-27 2025-09-30 13F MORGAN STANLEY Common Stock 617446448 313,453 -14,178 -4.33 50 6.52 0.1181
2025-07-17 2025-06-30 13F MORGAN STANLEY Common Stock 617446448 327,631 -5,665 -1.70 46 21.05 0.1206
2025-04-17 2025-03-31 13F MORGAN STANLEY Common Stock 617446448 333,296 19,771 6.31 39 -2.56 0.1102
2025-01-17 2024-12-31 13F MORGAN STANLEY Common Stock 617446448 313,525 -3,714 -1.17 39 18.18 0.1092
2024-10-29 2024-09-30 13F MORGAN STANLEY Common Stock 617446448 317,239 17,036 5.67 33 13.79 0.0923
2024-07-25 2024-06-30 13F MORGAN STANLEY Common Stock 617446448 300,203 -25,316 -7.78 29 -3.33 0.0890
2024-05-01 2024-03-31 13F MORGAN STANLEY Common Stock 617446448 325,519 -14,388 -4.23 31 -3.23 0.0911
2024-02-08 2023-12-31 13F MORGAN STANLEY Common Stock 617446448 339,907 -6,204 -1.79 32 10.71 0.1029
2023-11-08 2023-09-30 13F MORGAN STANLEY Common Stock 617446448 346,111 17,378 5.29 28 0.00 0.1054
2023-07-26 2023-06-30 13F MORGAN STANLEY Common Stock 617446448 328,733 11,206 3.53 28 3.70 0.0979
2023-04-28 2023-03-31 13F MORGAN STANLEY Common Stock 617446448 317,527 -19,734 -5.85 28 -3.57 0.1138
2023-02-01 2022-12-31 13F MORGAN STANLEY Common Stock 617446448 337,261 -4,776 -1.40 29 -99.90 0.1117
2022-10-25 2022-09-30 13F MORGAN STANLEY Common Stock 617446448 342,037 15,703 4.81 27,025 7.58 0.1158
2022-08-03 2022-06-30 13F MORGAN STANLEY Common Stock 617446448 326,334 -51,900 -13.72 25,120 -24.01 0.1135
2022-05-04 2022-03-31 13F MSCI INC CL A Common Stock 617446448 378,234 65,570 20.97 33,058 7.71 0.1414
2022-01-27 2021-12-31 13F MORGAN STANLEY Common Stock 617446448 312,664 7,813 2.56 30,691 3.46 0.1191
2021-10-29 2021-09-30 13F MORGAN STANLEY Common Stock 617446448 304,851 -563 -0.18 29,665 5.94 0.1269
2021-07-26 2021-06-30 13F MORGAN STANLEY Common Stock 617446448 305,414 20,334 7.13 28,003 26.49 0.1235
2021-04-27 2021-03-31 13F MORGAN STANLEY Common Stock 617446448 285,080 25,922 10.00 22,139 24.66 0.1076
2021-01-25 2020-12-31 13F MORGAN STANLEY Common Stock 617446448 259,158 -7,248 -2.72 17,760 37.88 0.0858
2020-11-06 2020-09-30 13F MORGAN STANLEY Common Stock 617446448 266,406 8,622 3.34 12,881 3.45 0.0734
2020-07-23 2020-06-30 13F MORGAN STANLEY Common Stock 617446448 257,784 218,732 560.10 12,451 837.58 0.0787
2020-04-30 2020-03-31 13F MORGAN STANLEY Common Stock 617446448 39,052 3,355 9.40 1,328 -27.23 0.0105
2020-01-21 2019-12-31 13F MORGAN STANLEY Common Stock 617446448 35,697 3,390 10.49 1,825 32.34 0.0120
2019-10-29 2019-09-30 13F MORGAN STANLEY Common Stock 617446448 32,307 5,015 18.38 1,379 15.30 0.0100
2019-07-29 2019-06-30 13F MORGAN STANLEY Common Stock 617446448 27,292 -2,549 -8.54 1,196 -5.00 0.0092
2019-04-30 2019-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 29,841 -4,227 -12.41 1,259 -6.81 0.0104
2019-04-30 2019-03-31 13F MORGAN STANLEY Common Stock 617446448 34,068 0 1,351
2019-02-01 2018-12-31 13F MORGAN STANLEY Common Stock 617446448 34,068 -5,992 -14.96 1,351 -27.60 0.0130
2018-11-05 2018-09-30 13F MORGAN STANLEY Common Stock 617446448 40,060 8,473 26.82 1,866 24.65 0.0161
2018-07-24 2018-06-30 13F MORGAN STANLEY Common Stock 617446448 31,587 7,292 30.01 1,497 14.19 0.0144
2018-04-19 2018-03-31 13F MORGAN STANLEY Common Stock 617446448 24,295 888 3.79 1,311 6.76 0.0132
2018-02-14 2017-12-31 13F MORGAN STANLEY Common Stock 617446448 23,407 4,497 23.78 1,228 34.80 0.0128
2017-11-15 2017-09-30 13F MORGAN STANLEY Common Stock 617446448 18,910 5,054 36.48 911 47.65 0.0104
2017-07-27 2017-06-30 13F MORGAN STANLEY Common Stock 617446448 13,856 -777 -5.31 617 -1.59 0.0077
2017-04-26 2017-03-31 13F MORGAN STANLEY Common Stock 617446448 14,633 -11,926 -44.90 627 -44.12 0.0083
2017-02-13 2016-12-31 13F MORGAN STANLEY Common Stock 617446448 26,559 -4,835 -15.40 1,122 11.42 0.0169
2016-11-14 2016-09-30 13F MORGAN STANLEY Common Stock 617446448 31,394 -16,634 -34.63 1,007 -19.31 0.0177
2016-08-11 2016-06-30 13F/A-1 MORGAN STANLEY Common Stock 617446448 48,028 24,014 100.00 1,248 107.65 0.0254
2016-08-05 2016-06-30 13F MORGAN STANLEY Common Stock 617446448 50,498 1,466
2016-05-10 2016-03-31 13F MORGAN STANLEY Common Stock 617446448 24,014 -2,470 -9.33 601 -28.62 0.0157
2016-02-19 2015-12-31 13F MORGAN STANLEY Common Stock 617446448 26,484 -4,023 -13.19 842 -12.38 0.0217
2015-11-16 2015-09-30 13F MORGAN STANLEY Common Stock 617446448 30,507 1 0.00 961 -18.77 0.0271
2015-08-04 2015-06-30 13F MORGAN STANLEY Common Stock 617446448 30,506 2,574 9.22 1,183 18.66 0.0248
2015-05-12 2015-03-31 13F/A-1 MORGAN STANLEY Common Stock 617446448 27,932 5,188 22.81 997 13.04 0.0186
2015-04-30 2015-03-31 13F MORGAN STANLEY Common Stock 617446448 27,932 997
2015-02-10 2014-12-31 13F MORGAN STANLEY Common Stock 617446448 22,744 2,370 11.63 882 25.28 0.0177
2014-11-14 2014-09-30 13F MORGAN STANLEY Common Stock 617446448 20,374 1,617 8.62 704 16.17 0.0147
2014-08-13 2014-06-30 13F MORGAN STANLEY Common Stock 617446448 18,757 2,841 17.85 606 22.18 0.0132
2014-05-14 2014-03-31 13F MORGAN STANLEY Common Stock 617446448 15,916 -1,866 -10.49 496 -10.95 0.0120
2014-02-19 2013-12-31 13F MORGAN STANLEY Common Stock 617446448 17,782 -1,021 -5.43 558 -99.89 0.0147
2013-11-14 2013-09-30 13F MORGAN STANLEY Common Stock 617446448 18,803 4,441 30.92 506,740 44.43 0.0152
2013-08-13 2013-06-30 13F MORGAN STANLY DN WTTR COMMON 617446448 14,362 14,362 350,864 0.0367
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.