GREAT LAKES ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1078013 CHICAGO, IL

Position in MS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$604,300

-$36,583 QoQ

Shares Held

3,672

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

GREAT LAKES ADVISORS, LLC holds $162,489,473 across 10 Capital Markets names. MS ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	170,186	$143,975,652
2	SCHW	Schwab Charles Corp	94,698	$8,899,717
3	SF	Stifel Financial Corp	45,863	$3,390,192
4	DSEEY	Daiwa Securities Group Inc.	339,585	$3,175,118
5	GOLD	Gold.com, Inc.	27,333	$1,095,506
6	MS	Morgan Stanley This page	3,672	$604,300
7	IBKR	Interactive Brokers Group, Inc.	7,824	$524,755
8	EVR	Evercore Inc.	1,347	$402,092

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$604,300	3,672	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$640,883	3,610	+2.2%	Shares	Other	2026-02-12
2025-09-30	$561,287	3,531	-9.6%	Shares	Sole	2025-11-03
2025-06-30	$550,199	3,906	-23.5%	Shares	Sole	2025-08-11
2025-03-31	$595,717	5,106	+13.5%	Shares	Sole	2025-05-16
2024-12-31	$565,362	4,497	+20.0%	Shares	Sole	2025-02-10
2024-09-30	$390,483	3,746	+28.1%	Shares	Sole	2024-11-04
2024-06-30	$284,183	2,924	-11.1%	Shares	Sole	2024-08-06
2023-03-31	$288,862	3,290	+9.7%	Shares	Sole	2023-05-10
2022-03-31	$262,112	2,999	-27.0%	Shares	Sole	2022-05-06
2021-12-31	$403,437	4,110	-17.4%	Shares	Sole	2022-02-09
2021-09-30	$484,214	4,976	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$454,782	4,960	-11.5%	Shares	Sole	2021-08-11
2021-03-31	$435,361	5,606	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.