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Livermore
Livermore
ZHEN

Global Financial Private Client, LLC

SEC CIK
0002023568
Latest filing
Jul 20, 2026

MS holding history

Morgan Stanley in every 13F filed by Global Financial Private Client, 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)
4,807
Value
$1.00M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of MS by Global Financial Private Client, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,807$1.00M0.3%+133+2.8%AddedHolders
Q1 20264,674$769.2K0.3%+330+7.6%AddedHolders
Q4 20254,344$771.2K0.3%+2,867+194.1%AddedHolders
Q3 20251,477$234.8K0.1%+1,477NewHolders
Q2 20250$00.0%−1,334−100.0%Sold outHolders
Q1 20251,334$155.6K0.1%+39+3.0%AddedHolders
Q4 20241,295$162.8K0.1%+15+1.2%AddedHolders
Q3 20241,280$133.4K0.1%−14,566−91.9%ReducedHolders
Q2 202415,846$1.54M0.6%+14,882+1,543.8%AddedHolders
Q1 2024964$90.2K<0.1%00.0%UnchangedHolders
Q4 2023964$89.9K<0.1%−86−8.2%ReducedHolders
Q3 20231,050$84.4K<0.1%00.0%UnchangedHolders
Q2 20231,050$90.7K<0.1%−40−3.7%ReducedHolders
Q1 20231,090$95.0K<0.1%+106+10.8%AddedHolders
Q4 2022984$83.7K<0.1%+20+2.1%AddedHolders
Q3 2022964$77.5K<0.1%−56−5.5%ReducedHolders
Q2 20221,020$78.3K<0.1%00.0%UnchangedHolders
Q1 20221,020$88.7K<0.1%−6,112−85.7%ReducedHolders
Q4 20217,132$700.1K0.3%+1,131+18.8%AddedHolders
Q3 20216,001$594.4K0.3%+5,037+522.5%AddedHolders
Q2 2021964$88.7K<0.1%00.0%UnchangedHolders
Q1 2021964$75.4K0.1%––Holders

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