Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership5,506 shares
Latest Disclosed Value $ 906,175
BKD Wealth Advisors, LLC reports 7.58% increase in ownership of MS / Morgan Stanley

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,506 shares of Morgan Stanley (US:MS) valued at $906,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,118 shares of Morgan Stanley. This represents a change in shares of 7.58% during the quarter. The current value of the position is $1,166,887 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)
2026-05-01 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 5,506 388 7.58 906 -0.22 0.0172
2026-02-10 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 5,118 241 4.94 909 17.16 0.0172
2025-10-30 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 4,877 -154 -3.06 775 9.46 0.0154
2025-07-29 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 5,031 -77 -1.51 709 18.99 0.0153
2025-05-13 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 5,108 -1 -0.02 596 -7.32 0.0143
2025-02-04 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 5,109 3 0.06 642 20.68 0.0148
2024-11-14 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 5,106 133 2.67 532 10.14 0.0122
2024-08-09 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 4,973 -145 -2.83 483 0.42 0.0121
2024-04-19 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 5,118 1,442 39.23 482 40.64 0.0122
2024-01-11 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 3,676 -3,495 -48.74 343 -41.54 0.0095
2023-10-26 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 7,171 -647 -8.28 586 -12.29 0.0177
2023-08-08 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 7,818 1,950 33.23 668 29.51 0.0196
2023-04-27 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 5,868 477 8.85 515 12.45 0.0169
2023-02-03 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 5,391 -40 -0.74 458 6.76 0.0160
2022-10-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 5,431 0 0.00 429 3.87 0.0173
2022-07-22 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 5,431 5,431 413 0.0167
2021-04-23 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 0 -14,694 -100.00 0 -100.00
2021-01-22 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 14,694 2,408 19.60 1,007 69.53 0.0504
2020-11-05 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 12,286 422 3.56 594 3.66 0.0346
2020-07-15 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 11,864 -1,819 -13.29 573 23.23 0.0371
2020-04-10 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 13,683 -123 -0.89 465 -34.14 0.0381
2020-01-13 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 13,806 533 4.02 706 24.73 0.0509
2019-10-28 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 13,273 -77 -0.58 566 -3.25 0.0453
2019-07-10 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 13,350 -201 -1.48 585 2.27 0.0474
2019-04-10 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 13,551 -30 -0.22 572 6.32 0.0475
2019-01-28 2018-12-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 13,581 1,446 11.92 538 -4.78 0.0550
2019-01-15 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 13,581 1,446 538 0.0498
2018-10-09 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 12,135 -74 -0.61 565 -2.42 0.0495
2018-07-13 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 12,209 -511 -4.02 579 -15.60 0.0562
2018-05-25 2018-03-31 13F/A-1 MORGAN STANLEY COM NEW 617446448 12,720 -1,701 -11.80 686 -9.38 0.0688
2018-04-20 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 12,310 -2,111 656
2018-01-18 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 14,421 1,497 11.58 757 21.51 0.0757
2017-10-13 2017-09-30 13F MORGAN STANLEY COM NEW 617446448 12,924 -59 -0.45 623 7.60 0.0685
2017-07-10 2017-06-30 13F MORGAN STANLEY COM NEW 617446448 12,983 2,589 24.91 579 30.11 0.0656
2017-04-13 2017-03-31 13F MORGAN STANLEY COM NEW 617446448 10,394 928 9.80 445 11.25 0.0543
2017-01-06 2016-12-31 13F MORGAN STANLEY COM NEW 617446448 9,466 2,862 43.34 400 93.24 0.0523
2014-01-13 2013-12-31 13F MORGAN STANLEY COM NEW 617446448 6,604 6,604 207 0.0174
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.