Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership127 shares
Latest Disclosed Value $ 20,901
Atwood & Palmer Inc reports 49.41% increase in ownership of MS / Morgan Stanley

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 127 shares of Morgan Stanley (US:MS) valued at $20,900 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 85 shares of Morgan Stanley. This represents a change in shares of 49.41% during the quarter. The current value of the position is $26,915 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)
2026-04-15 2026-03-31 13F MORGAN STANLEY COM 617446448 127 42 49.41 21 33.33 0.0012
2026-01-28 2025-12-31 13F MORGAN STANLEY COM 617446448 85 0 0.00 15 15.38 0.0009
2025-10-15 2025-09-30 13F MORGAN STANLEY COM 617446448 85 0 0.00 14 18.18 0.0008
2025-07-08 2025-06-30 13F MORGAN STANLEY COM 617446448 85 0 0.00 12 22.22 0.0007
2025-04-15 2025-03-31 13F MORGAN STANLEY COM 617446448 85 0 0.00 10 -10.00 0.0007
2025-01-16 2024-12-31 13F MORGAN STANLEY COM 617446448 85 0 0.00 11 25.00 0.0007
2024-10-07 2024-09-30 13F MORGAN STANLEY COM 617446448 85 0 0.00 9 0.00 0.0006
2024-07-10 2024-06-30 13F MORGAN STANLEY COM 617446448 85 0 0.00 8 0.00 0.0006
2024-04-10 2024-03-31 13F MORGAN STANLEY COM 617446448 85 0 0.00 8 14.29 0.0006
2024-01-12 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 85 -205 -70.69 8 -69.57 0.0006
2023-10-20 2023-09-30 13F MORGAN STANLEY COM 617446448 290 0 0.00 24 -4.17 0.0021
2023-07-18 2023-06-30 13F MORGAN STANLEY COM 617446448 290 0 0.00 25 -4.00 0.0022
2023-04-21 2023-03-31 13F MORGAN STANLEY COM 617446448 290 0 0.00 25 4.17 0.0024
2023-01-31 2022-12-31 13F MORGAN STANLEY COM 617446448 290 0 0.00 25 4.35 0.0022
2022-10-12 2022-09-30 13F MORGAN STANLEY COM 617446448 290 0 0.00 23 4.55 0.0023
2022-07-21 2022-06-30 13F MORGAN STANLEY COM 617446448 290 135 87.10 22 57.14 0.0021
2022-04-29 2022-03-31 13F MORGAN STANLEY COM 617446448 155 0 0.00 14 -6.67 0.0012
2022-01-24 2021-12-31 13F MORGAN STANLEY COM 617446448 155 -35 -18.42 15 -16.67 0.0013
2021-10-29 2021-09-30 13F/A-1 MORGAN STANLEY COM 617446448 190 120 171.43 18 200.00 0.0016
2021-10-19 2021-09-30 13F MORGAN STANLEY COM 617446448 190 120 18 0.0016
2021-07-26 2021-06-30 13F MORGAN STANLEY COM 617446448 70 -200 -74.07 6 -71.43 0.0005
2021-04-26 2021-03-31 13F MORGAN STANLEY COM 617446448 270 270 21 0.0020
2016-04-28 2016-03-31 13F MORGAN STANLEY COM 617446448 0 0 0 0.0000
2016-01-28 2015-12-31 13F MORGAN STANLEY COM 617446448 0 0 0 0.0000
2015-11-12 2015-09-30 13F MORGAN STANLEY COM 617446448 0 -512 -100.00 0 -100.00
2015-07-31 2015-06-30 13F MORGAN STANLEY COM 617446448 512 288 128.57 20 150.00 0.0036
2015-05-05 2015-03-31 13F MORGAN STANLEY COM 617446448 224 0 0.00 8 -11.11 0.0014
2015-02-17 2014-12-31 13F MORGAN STANLEY COM 617446448 224 0 0.00 9 12.50 0.0017
2014-12-02 2014-09-30 13F/A-1 MORGAN STANLEY COM 617446448 224 224 8 0.0015
2014-11-12 2014-09-30 13F MORGAN STANLEY COM 617446448 224 224 8 0.0015
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.