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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

MS holding history

Morgan Stanley in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
39,848
Value
$8.33M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MS by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,848$8.33M0.2%+3,416+9.4%AddedHolders
Q1 202636,432$6.00M0.2%+2,534+7.5%AddedHolders
Q4 202533,898$6.02M0.2%+10.0%AddedHolders
Q3 202533,897$5.39M0.2%+148+0.4%AddedHolders
Q2 202533,749$4.75M0.1%+903+2.7%AddedHolders
Q1 202532,846$3.83M0.1%+231+0.7%AddedHolders
Q4 202432,615$4.10M0.2%+17,766+119.6%AddedHolders
Q3 202414,849$1.55M<0.1%−184−1.2%ReducedHolders
Q2 202415,033$1.46M<0.1%−1,262−7.7%ReducedHolders
Q1 202416,295$1.53M0.1%+311+1.9%AddedHolders
Q4 202315,984$1.49M0.1%+1,757+12.3%AddedHolders
Q3 202314,227$1.16M0.1%+4,285+43.1%AddedHolders
Q2 20239,942$849.1K<0.1%+2,744+38.1%AddedHolders
Q1 20237,198$631.9K<0.1%+174+2.5%AddedHolders
Q4 20227,024$597.1K<0.1%−28,364−80.2%ReducedHolders
Q3 202235,388$2.80M0.2%+361+1.0%AddedHolders
Q2 202235,027$2.66M0.2%+367+1.1%AddedHolders
Q1 202234,660$3.03M0.2%+2,382+7.4%AddedHolders
Q4 202132,278$3.17M0.2%+833+2.6%AddedHolders
Q3 202131,445$3.06M0.2%+1,013+3.3%AddedHolders
Q2 202130,432$2.79M0.2%+1,858+6.5%AddedHolders
Q1 202128,574$2.22M0.2%––Holders

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