PALISADE CAPITAL MANAGEMENT, LP

Position in MS — Morgan Stanley

CIK 1009006 FORT LEE, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,047,708

+$221,403 QoQ

Shares Held

5,012

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,367

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $7,127,148 across 4 Capital Markets names. MS ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,401	$3,439,669
2	HOOD	Robinhood Markets, Inc.	20,000	$2,005,600
3	MS	Morgan Stanley This page	5,012	$1,047,708
4	SCHW	Schwab Charles Corp	6,873	$634,171

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,047,708	5,012	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$826,305	5,021	+134.5%	Shares	Sole	2026-05-15
2025-12-31	$380,091	2,141	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.