D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 69,210
Value: $14.5M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MS by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	69,210	$14.5M	0.1%	−264−0.4%	Reduced	Holders
Q1 2026	69,474	$11.4M	0.1%	−565−0.8%	Reduced	Holders
Q4 2025	70,039	$12.4M	0.1%	−2,496−3.4%	Reduced	Holders
Q3 2025	72,535	$11.5M	0.1%	−2,020−2.7%	Reduced	Holders
Q2 2025	74,555	$10.5M	0.1%	−1,323−1.7%	Reduced	Holders
Q1 2025	75,878	$8.85M	0.1%	+1,909+2.6%	Added	Holders
Q4 2024	73,969	$9.30M	0.1%	−8,331−10.1%	Reduced	Holders
Q3 2024	82,300	$8.58M	0.1%	+3,311+4.2%	Added	Holders
Q2 2024	78,989	$7.68M	0.1%	−4,170−5.0%	Reduced	Holders
Q1 2024	83,159	$7.83M	0.1%	+5,908+7.6%	Added	Holders
Q4 2023	77,251	$7.20M	0.1%	+255+0.3%	Added	Holders
Q3 2023	76,996	$6.29M	0.1%	+780+1.0%	Added	Holders
Q2 2023	76,216	$6.51M	0.1%	−8,620−10.2%	Reduced	Holders
Q1 2023	84,836	$7.42M	0.1%	−2,836−3.2%	Reduced	Holders
Q4 2022	87,672	$7.46M	0.1%	+1,605+1.9%	Added	Holders
Q3 2022	86,067	$6.81M	0.1%	−2,881−3.2%	Reduced	Holders
Q2 2022	88,948	$6.76M	0.1%	+7,742+9.5%	Added	Holders
Q1 2022	81,206	$7.10M	0.1%	+7,581+10.3%	Added	Holders
Q4 2021	73,625	$7.24M	0.1%	+2,211+3.1%	Added	Holders
Q3 2021	71,414	$6.95M	0.1%	−3,300−4.4%	Reduced	Holders
Q2 2021	74,714	$6.85M	0.1%	+748+1.0%	Added	Holders
Q1 2021	73,966	$5.74M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.