Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Sowell Financial Services LLC, 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): 40,917
Value: $8.55M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MS by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40,917	$8.55M	0.3%	+450+1.1%	Added	Holders
Q1 2026	40,467	$6.66M	0.2%	+9,671+31.4%	Added	Holders
Q4 2025	30,796	$5.47M	0.2%	−58−0.2%	Reduced	Holders
Q3 2025	30,854	$4.90M	0.2%	+9,619+45.3%	Added	Holders
Q2 2025	21,235	$2.99M	0.1%	−1,088−4.9%	Reduced	Holders
Q1 2025	22,323	$2.60M	0.1%	+2,213+11.0%	Added	Holders
Q4 2024	20,110	$2.53M	0.1%	−2,221−9.9%	Reduced	Holders
Q3 2024	22,331	$2.33M	0.1%	−389−1.7%	Reduced	Holders
Q2 2024	22,720	$2.21M	0.1%	−212−0.9%	Reduced	Holders
Q1 2024	22,932	$2.16M	0.1%	+324+1.4%	Added	Holders
Q4 2023	22,608	$2.11M	0.1%	−5,781−20.4%	Reduced	Holders
Q3 2023	28,389	$2.32M	0.1%	+3,939+16.1%	Added	Holders
Q2 2023	24,450	$2.09M	0.1%	+8,527+53.6%	Added	Holders
Q1 2023	15,923	$1.40M	0.1%	−5,457−25.5%	Reduced	Holders
Q4 2022	21,380	$1.82M	0.1%	+6,879+47.4%	Added	Holders
Q3 2022	14,501	$1.15M	0.1%	−3,050−17.4%	Reduced	Holders
Q2 2022	17,551	$1.33M	0.1%	+6,529+59.2%	Added	Holders
Q1 2022	11,022	$933.0K	0.2%	−18,922−63.2%	Reduced	Holders
Q4 2021	29,944	$2.94M	0.2%	+692+2.4%	Added	Holders
Q3 2021	29,252	$2.85M	0.2%	−3,984−12.0%	Reduced	Holders
Q2 2021	33,236	$3.05M	0.2%	−5,653−14.5%	Reduced	Holders
Q1 2021	38,889	$3.38M	0.1%	–	–	Holders

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