Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$92,469,680
+$4,307,228 QoQ
Shares Held
442,354
-17.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#186
of 2,681 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, 2024CallValue
$9,745,560
CallShares
103,500
PutValue
$0
PutShares
0
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, 2026Calamos Advisors LLC holds $299,862,280 across 6 Capital Markets names. MS ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
165,711 | $167,595,134 | |
| 2 | MS |
Morgan Stanley
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|
442,354 | $92,469,680 | |
| 3 | SCHW |
Schwab Charles Corp
|
328,075 | $30,271,480 | |
| 4 | MRX |
Marex Group Ltd
|
125,108 | $7,625,332 | |
| 5 | EVR |
Evercore Inc.
|
2,799 | $955,690 | |
| 6 | SF |
Stifel Financial Corp
|
13,544 | $944,964 |
All Filings in MS
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,469,680 | 442,354 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $88,162,452 | 535,714 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $78,918,121 | 444,534 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $76,770,049 | 482,952 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $68,708,972 | 487,782 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,916,633 | 444,987 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $64,778,110 | 515,257 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,172,304 | 548,468 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $55,842,361 | 574,569 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,745,560 | 103,500 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $65,459,184 | 695,191 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $69,146,740 | 741,520 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $61,310,975 | 750,716 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,845,800 | 127,000 | Put | Sole | 2023-07-28 | |
| 2023-06-30 | $66,268,777 | 775,981 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $67,247,073 | 765,912 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $71,902,434 | 845,712 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $73,032,735 | 924,348 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $67,295,073 | 884,763 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $76,718,846 | 877,790 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $77,394,252 | 788,450 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $88,127,147 | 905,633 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $79,821,187 | 870,555 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $61,139,931 | 787,277 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $51,980,347 | 758,505 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $28,689,681 | 593,375 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $27,778,682 | 575,128 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $18,004,768 | 529,552 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||