GW&K Investment Management, LLC

Position in MS — Morgan Stanley

CIK 1082917 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$60,366,571

+$12,070,543 QoQ

Shares Held

288,780

-1.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#250

of 2,731 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GW&K Investment Management, LLC holds $318,494,693 across 16 Capital Markets names. MS ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	1,247,030	$87,005,282
2	PIPR	Piper Sandler Companies	861,276	$62,304,705
3	MS	Morgan Stanley This page	288,780	$60,366,571
4	HLI	Houlihan Lokey, Inc.	349,700	$46,905,260
5	PWP	Perella Weinberg Partners	1,291,081	$20,605,652
6	EVR	Evercore Inc.	59,232	$20,224,174
7	PJT	PJT Partners Inc.	61,131	$9,227,113
8	LPLA	LPL Financial Holdings Inc.	26,319	$7,413,535

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,366,571	288,780	-1.6%	Shares	Sole	2026-08-12
2026-03-31	$48,296,028	293,468	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$53,060,343	298,881	-0.4%	Shares	Sole	2026-02-11
2025-09-30	$47,720,745	300,206	-1.7%	Shares	Sole	2025-11-12
2025-06-30	$43,002,867	305,288	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$36,290,553	311,053	-0.2%	Shares	Sole	2025-05-05
2024-12-31	$39,169,071	311,558	-2.3%	Shares	Sole	2025-02-05
2024-09-30	$33,232,545	318,808	-1.7%	Shares	Sole	2024-11-07
2024-06-30	$31,523,868	324,353	-2.1%	Shares	Sole	2024-08-12
2024-03-31	$31,200,386	331,355	-1.1%	Shares	Sole	2024-05-08
2023-12-31	$31,233,155	334,940	+109.7%	Shares	Sole	2024-02-09
2023-09-30	$13,043,352	159,708	+37128.0%	Shares	Sole	2023-11-09
2023-06-30	$36,636	429	+2045.0%	Shares	Sole	2023-08-09
2023-03-31	$2	20	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.