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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by Mutual Advisors, 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)
17,739
Value
$3.71M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,739$3.71M0.1%+1,912+12.1%AddedHolders
Q1 202615,827$2.60M0.1%+2,225+16.4%AddedHolders
Q4 202513,602$2.41M0.1%+370+2.8%AddedHolders
Q3 202513,232$2.11M<0.1%+772+6.2%AddedHolders
Q2 202512,460$1.78M<0.1%+1,132+10.0%AddedHolders
Q1 202511,328$1.31M<0.1%+515+4.8%AddedHolders
Q4 202410,813$1.47M<0.1%−3,575−24.8%ReducedHolders
Q3 202414,388$1.71M0.1%−1,675−10.4%ReducedHolders
Q2 202416,063$1.65M<0.1%+3,240+25.3%AddedHolders
Q1 202412,823$1.21M<0.1%−17,473−57.7%ReducedHolders
Q4 202330,296$2.83M0.1%+6,196+25.7%AddedHolders
Q3 202324,100$1.97M0.1%+7,878+48.6%AddedHolders
Q2 202316,222$1.39M0.1%+4,892+43.2%AddedHolders
Q1 202311,330$994.8K<0.1%+1,419+14.3%AddedHolders
Q4 20229,911$842.6K<0.1%+1,141+13.0%AddedHolders
Q3 20228,770$693.0K<0.1%+1,712+24.3%AddedHolders
Q2 20227,058$537.0K<0.1%+286+4.2%AddedHolders
Q1 20226,772$592.0K<0.1%+1,403+26.1%AddedHolders
Q4 20215,369$527.0K<0.1%−473−8.1%ReducedHolders
Q3 20215,842$568.0K<0.1%−537−8.4%ReducedHolders
Q2 20216,379$585.0K<0.1%+368+6.1%AddedHolders
Q1 20216,011$467.0K<0.1%––Holders

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