Position in MS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,766,494
-$127,573 QoQ
Shares Held
10,734
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $17,692,653 across 10 Capital Markets names. MS ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
117,041 | $4,012,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,534 | $3,835,718 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,576 | $3,343,432 | |
| 4 | SF |
Stifel Financial Corp
|
41,719 | $3,083,868 | |
| 5 | MS |
Morgan Stanley
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|
10,734 | $1,766,494 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,907 | $561,123 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
24,839 | $491,315 | |
| 8 | ETOR |
eToro Group Ltd.
|
11,461 | $344,173 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,766,494 | 10,734 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,894,067 | 10,669 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,801,016 | 11,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,245,484 | 8,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,027,746 | 8,809 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $850,872 | 6,768 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $713,105 | 6,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $580,418 | 5,972 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $532,945 | 5,660 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $930,448 | 9,978 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $850,919 | 10,419 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $888,757 | 10,407 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $963,868 | 10,978 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $658,224 | 7,742 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $668,029 | 8,455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,968 | 8,414 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $658,996 | 7,540 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $569,033 | 5,797 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $615,972 | 6,330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,158,961 | 12,640 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $898,992 | 11,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $699,006 | 10,200 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $439,985 | 9,100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $447,982 | 9,275 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $334,016 | 9,824 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||