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Public ownership evidence

Morgan Stanley (MS) Ownership Disclosures

Read MS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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2026-07-302026-07-28SCHAPIRO MARY LS1,000Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-07-28 and its public availability date is 2026-07-30. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001628280-26-050605 ↗SEC 0001628280-26-048656 ↗SEC 0001628280-26-048656 ↗

Recent Form 4 activity

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2026-07-302026-07-28SCHAPIRO MARY LS1,000Not reported
2026-07-182026-07-16YESHAYA SHARONS9,172Not reported
2026-07-182026-07-16YESHAYA SHARONS6,382Not reported
2026-07-182026-07-17Pizzi Michael A.S7,101Not reported
2026-07-182026-07-17Pizzi Michael A.S17,064Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29706$147,582None
Cornerstone Financial Management LLC2026-03-312026-08-29636$104,667None
Cornerstone Financial Management LLC2025-12-312026-08-29178$31,600None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2930,338$3,539,582None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-282,962$619,176None
Advisors Asset Management, Inc.2021-12-312026-08-28126,811$12,447,768None
Advisors Asset Management, Inc.2022-12-312026-08-28110,484$9,393,350None
Advisors Asset Management, Inc.2020-06-302026-08-2830,482$1,472,281None
Advisors Asset Management, Inc.2022-06-302026-08-28137,410$10,451,000None
Advisors Asset Management, Inc.2021-09-302026-08-2898,163$9,552,000None
Corient Private Wealth LP2026-06-302026-08-2853,994$11,286,952None
Corient Private Wealth LP2026-06-302026-08-281,474,379$308,230,917None
Reflection Asset Management2026-03-312026-08-272,070$344,247None
Legacy Edge Advisors, LLC2025-09-302026-08-273,304$525,204None
Principia Wealth Advisory, LLC2026-06-302026-08-27137$28,638None
Principia Wealth Advisory, LLC2026-03-312026-08-2795$15,634None
Brown Financial Advisors2026-06-302026-08-2714,022$2,931,054None
Advisors Asset Management, Inc.2024-03-312026-08-2783,786$7,889,290None
Advisors Asset Management, Inc.2025-03-312026-08-2783,728$9,768,546None
Advisors Asset Management, Inc.2022-09-302026-08-27128,939$10,187,000None
Advisors Asset Management, Inc.2020-12-312026-08-2741,996$2,878,000None
Advisors Asset Management, Inc.2022-03-312026-08-27144,632$12,640,837None
Advisors Asset Management, Inc.2023-06-302026-08-27101,475$8,665,965None
Advisors Asset Management, Inc.2023-09-302026-08-27100,141$8,178,515None
Advisors Asset Management, Inc.2023-03-312026-08-27104,279$9,155,696None
Advisors Asset Management, Inc.2021-03-312026-08-2769,157$5,370,733None
Advisors Asset Management, Inc.2021-06-302026-08-2778,461$7,194,000None
Advisors Asset Management, Inc.2020-09-302026-08-2730,382$1,468,970None
Advisors Asset Management, Inc.2025-09-302026-08-2779,023$12,561,496None
Advisors Asset Management, Inc.2023-12-312026-08-2786,372$8,054,189None
Dakota Wealth Management2025-09-302026-08-2750,838$8,081,138None
Dakota Wealth Management2025-12-312026-08-2746,978$8,339,929None
Dakota Wealth Management2026-03-312026-08-279,286$1,528,186None
Advus Financial Partners, LLC2026-06-302026-08-262,003$418,766None
Advus Financial Partners, LLC2026-03-312026-08-262,055$338,154None
Advus Financial Partners, LLC2025-12-312026-08-262,080$369,345None
Advus Financial Partners, LLC2025-09-302026-08-262,439$387,728None
Advus Financial Partners, LLC2025-06-302026-08-262,546$358,578None
Advus Financial Partners, LLC2025-03-312026-08-262,503$292,037None
Advus Financial Partners, LLC2024-12-312026-08-262,646$332,604None
Advus Financial Partners, LLC2024-09-302026-08-262,861$298,251None
Advus Financial Partners, LLC2024-06-302026-08-263,006$292,122None
Advus Financial Partners, LLC2024-03-312026-08-263,143$295,982None
Advus Financial Partners, LLC2023-12-312026-08-263,264$304,345None
Advus Financial Partners, LLC2023-09-302026-08-263,377$275,832None
Advus Financial Partners, LLC2023-06-302026-08-262,963$253,045None
Advus Financial Partners, LLC2023-03-312026-08-263,398$298,372None
Advus Financial Partners, LLC2022-12-312026-08-263,046$258,930None
Advus Financial Partners, LLC2022-09-302026-08-264,096$323,651None
Advus Financial Partners, LLC2022-06-302026-08-264,117$313,154None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.