SEC 13F Intelligence

Janney Capital Management LLC / MS

Janney Capital Management LLC’s Morgan Stanley Position

Does Janney Capital Management LLC own Morgan Stanley (MS)? Yes108.2K shares worth $19M (+1.21% of its 13F portfolio) as of Q4 2025, down from 110.2K shares the prior filed quarter.

Position Value
$19M
Q4 2025
Shares
108.2K
% of Portfolio
+1.21%
Quarters Held
20
currently held

Position History MS

Reported value by quarter
Q1 ’21: $235,000Q1 ’21Q2 ’21: $277,000Q3 ’21: $294,000Q4 ’21: $297,000Q4 ’21Q1 ’22: $270,000Q2 ’22: $235,000Q3 ’22: $250,000Q3 ’22Q4 ’22: $269,000Q1 ’23: $292,000Q2 ’23: $284,000Q2 ’23Q3 ’23: $271,000Q4 ’23: $283,000Q1 ’24: $15MQ1 ’24Q2 ’24: $15MQ3 ’24: $15MQ4 ’24: $15MQ4 ’24Q1 ’25: $13MQ2 ’25: $16MQ3 ’25: $18MQ3 ’25Q4 ’25: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025108.2K$19M+1.21%
Q3 2025110.2K$18M+1.09%
Q2 2025113.4K$16M+1.03%
Q1 2025114.8K$13M+0.92%
Q4 2024121.0K$15M+1.01%
Q3 2024147.3K$15M+1.04%
Q2 2024149.4K$15M+1.02%
Q1 2024156.0K$15M+0.98%
Q4 20233.0K$283,000+0.02%
Q3 20233.3K$271,000+0.02%
Q2 20233.3K$284,000+0.02%
Q1 20233.3K$292,000+0.02%
Q4 20223.2K$269,000+0.02%
Q3 20223.2K$250,000+0.02%
Q2 20223.1K$235,000+0.02%
Q1 20223.1K$270,000+0.02%
Q4 20213.0K$297,000+0.02%
Q3 20213.0K$294,000+0.02%
Q2 20213.0K$277,000+0.02%
Q1 20213.0K$235,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Capital Management LLC’s full portfolio or all institutional holders of MS.