SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in MS — Morgan Stanley
CIK 1079935
LOS ANGELES, CA
Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$752,753
+$122,615 QoQ
Shares Held
3,601
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,572
of 2,723 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $51,642,582 across 5 Capital Markets names. MS ranks #3 (1.5% of the industry book) .
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,753 | 3,601 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $630,138 | 3,829 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $720,060 | 4,056 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $696,085 | 4,379 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $713,173 | 5,063 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $794,639 | 6,811 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $919,138 | 7,311 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $750,214 | 7,197 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $753,028 | 7,748 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $607,425 | 6,451 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,172,151 | 12,570 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $40,457,439 | 495,377 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $40,224,082 | 471,008 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $38,841,051 | 442,381 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $39,032,426 | 459,097 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $36,187,606 | 458,013 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $36,511,081 | 480,030 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $37,736,697 | 431,770 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||