Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,467,658
+$3,034,322 QoQ
Shares Held
69,210
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#84
of 938 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$466
PutShares
4
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $122,644,753 across 14 Capital Markets names. MS ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
57,430 | $58,082,979 | |
| 2 | SCHW |
Schwab Charles Corp
|
424,820 | $39,198,141 | |
| 3 | MS |
Morgan Stanley
This page
|
69,210 | $14,467,658 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,034 | $2,410,129 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
133,539 | $1,777,404 | |
| 6 | PIPR |
Piper Sandler Companies
|
22,786 | $1,648,339 | |
| 7 | GOLD |
Gold.com, Inc.
|
38,279 | $1,592,789 | |
| 8 | SNEX |
StoneX Group Inc.
|
8,014 | $949,659 |
All Filings in MS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,467,658 | 69,210 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,433,336 | 69,474 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,434,023 | 70,039 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,530,163 | 72,535 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,501,817 | 74,555 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,852,686 | 75,878 | Shares | Sole | 2025-04-28 | |
| 2025-03-31 | $466 | 4 | Put | Sole | 2025-04-28 | |
| 2024-12-31 | $9,299,382 | 73,969 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,578,952 | 82,300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,676,940 | 78,989 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,830,251 | 83,159 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,203,655 | 77,251 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,288,263 | 76,996 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,508,846 | 76,216 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,448,600 | 84,836 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,453,873 | 87,672 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,800,153 | 86,067 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,765,384 | 88,948 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,097,404 | 81,206 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,227,030 | 73,625 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,949,296 | 71,414 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,850,526 | 74,714 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,744,199 | 73,966 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,336,715 | 63,282 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,285,529 | 26,588 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,239,088 | 25,654 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $818,312 | 24,068 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||