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Equibles

MONETA GROUP INVESTMENT ADVISORS LLC

Position in MS — Morgan Stanley

CIK 1120927 ST LOUIS, MO
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,632,649
+$866,155 QoQ
Shares Held
12,594
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#984
of 2,736 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)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $20,228,912 across 11 Capital Markets names. MS ranks #5 (13.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IREN
IREN Ltd
 117,972 $5,394,859
2 GS
Goldman Sachs Group Inc
 4,443 $4,493,516
3 SCHW
Schwab Charles Corp
 31,637 $2,919,145
4 SF
Stifel Financial Corp
 41,744 $2,912,478
5 MS
Morgan Stanley
This page 		12,594 $2,632,649
6 HLI
Houlihan Lokey, Inc.
 3,667 $491,854
7 ETOR
eToro Group Ltd.
 11,461 $452,365
8 BMNR
Bitmine Immersion Technologies, Inc.
 30,443 $405,196

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,632,649 12,594
2026-03-31 $1,766,494 10,734
2025-12-31 $1,894,067 10,669
2025-09-30 $1,801,016 11,330
2025-06-30 $1,245,484 8,842
2025-03-31 $1,027,746 8,809
2024-12-31 $850,872 6,768
2024-09-30 $713,105 6,841
2024-06-30 $580,418 5,972
2024-03-31 $532,945 5,660
2023-12-31 $930,448 9,978
2023-09-30 $850,919 10,419
2023-06-30 $888,757 10,407
2023-03-31 $963,868 10,978
2022-12-31 $658,224 7,742
2022-09-30 $668,029 8,455
2022-06-30 $639,968 8,414
2022-03-31 $658,996 7,540
2021-12-31 $569,033 5,797
2021-09-30 $615,972 6,330
2021-06-30 $1,158,961 12,640
2021-03-31 $898,992 11,576
2020-12-31 $699,006 10,200
2020-09-30 $439,985 9,100
2020-06-30 $447,982 9,275
2020-03-31 $334,016 9,824