SEC 13F Intelligence

Greystone Financial Group, LLC / DWD

Greystone Financial Group, LLC’s Morgan Stanley Position

Does Greystone Financial Group, LLC own Morgan Stanley (DWD)? Yes — 44.1K shares worth $7M (+2.05% of its 13F portfolio) as of Q1 2026, down from 80.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
44.1K
% of Portfolio
+2.05%
Quarters Held
12
currently held

Position History DWD

Reported value by quarter
Q2 ’23: $4MQ2 ’23Q3 ’23: $7MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ2 ’24Q3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $11MQ2 ’25: $14MQ2 ’25Q3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.1K$7M+2.05%
Q4 202580.6K$14M+2.23%
Q3 202582.7K$13M+2.04%
Q2 202597.2K$14M+2.25%
Q1 202597.9K$11M+2.07%
Q4 202499.9K$13M+2.18%
Q3 2024113.3K$12M+2.11%
Q2 202496.6K$9M+1.84%
Q1 2024105.8K$10M+1.99%
Q4 2023103.4K$10M+2.23%
Q3 202380.3K$7M+1.64%
Q2 202347.8K$4M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of DWD.