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Lokken Investment Group LLC
> MS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | MORGAN STANLEY | MS | 9,240 | 2,262 | 789,116,000 | 788,585,000 | $85,402.16 |
| 06/30/2022 | MORGAN STANLEY | MS | 6,978 | 327 | 531,000 | -5,000 | $76.10 |
| 03/31/2022 | MORGAN STANLEY | MS | 6,651 | -556 | 536,000 | -171,000 | $80.59 |
| 12/31/2021 | MORGAN STANLEY | MS | 7,207 | 240 | 707,000 | 29,000 | $98.10 |
| 09/30/2021 | MORGAN STANLEY | MS | 6,967 | -267 | 678,000 | 15,000 | $97.32 |
| 06/30/2021 | MORGAN STANLEY | MS | 7,234 | 409 | 663,000 | 133,000 | $91.65 |
| 03/31/2021 | MORGAN STANLEY | MS | 6,825 | 1,804 | 530,000 | 186,000 | $77.66 |
| 12/31/2020 | MORGAN STANLEY | MS | 5,021 | 5,021 | 344,000 | 344,000 | $68.51 |
| 03/31/2012 | MORGAN STANLEY | MS | 6,825 | 6,825 | 530,000 | 530,000 | $77.66 |
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