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Livermore
Livermore
ZHEN

Kovack Advisors, Inc.

SEC CIK
0001728321
Latest filing
Jul 28, 2026

MS holding history

Morgan Stanley in every 13F filed by Kovack Advisors, Inc., 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)
4,871
Value
$1.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MS by Kovack Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,871$1.03M<0.1%−20.0%ReducedHolders
Q1 20264,873$806.6K<0.1%−483−9.0%ReducedHolders
Q4 20255,356$950.8K<0.1%+2,272+73.7%AddedHolders
Q3 20253,084$490.2K<0.1%−232−7.0%ReducedHolders
Q2 20253,316$467.1K<0.1%−2,306−41.0%ReducedHolders
Q1 20255,622$656.0K0.1%−459−7.5%ReducedHolders
Q4 20246,081$764.5K0.1%+2,609+75.1%AddedHolders
Q3 20243,472$361.9K<0.1%−42−1.2%ReducedHolders
Q2 20243,514$341.5K<0.1%−344−8.9%ReducedHolders
Q1 20243,858$363.2K<0.1%−2,683−41.0%ReducedHolders
Q4 20236,541$609.9K0.1%+1,091+20.0%AddedHolders
Q3 20235,450$445.1K0.1%+70+1.3%AddedHolders
Q2 20235,380$459.5K0.1%−910−14.5%ReducedHolders
Q1 20236,290$552.3K0.1%−780−11.0%ReducedHolders
Q4 20227,070$601.1K0.1%−736−9.4%ReducedHolders
Q3 20227,806$617.0K0.1%+156+2.0%AddedHolders
Q2 20227,650$582.0K0.1%+274+3.7%AddedHolders
Q1 20227,376$644.0K0.1%+1,596+27.6%AddedHolders
Q4 20215,780$567.0K0.1%+1,703+41.8%AddedHolders
Q3 20214,077$397.0K<0.1%+210+5.4%AddedHolders
Q2 20213,867$355.0K<0.1%−844−17.9%ReducedHolders
Q1 20214,711$366.0K<0.1%––Holders

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