Position in MS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,435,306
+$313,823 QoQ
Shares Held
14,798
+23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Advisors Capital Management, LLC holds $45,538,893 across 7 Capital Markets names. MS ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
131,273 | $12,337,036 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
194,787 | $8,566,732 | |
| 3 | PJT |
PJT Partners Inc.
|
61,144 | $8,543,039 | |
| 4 | EVR |
Evercore Inc.
|
21,641 | $6,460,054 | |
| 5 | TW |
Tradeweb Markets Inc.
|
44,017 | $5,179,040 | |
| 6 | MS |
Morgan Stanley
This page
|
14,798 | $2,435,306 | |
| 7 | GS |
Goldman Sachs Group Inc
|
2,385 | $2,017,686 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,435,306 | 14,798 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,121,483 | 11,950 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,831,219 | 11,520 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,408,036 | 9,996 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $926,126 | 7,938 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,001,862 | 7,969 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $689,130 | 6,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $613,366 | 6,311 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $496,411 | 5,272 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $559,966 | 6,005 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $487,488 | 5,969 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $523,416 | 6,129 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $487,553 | 5,553 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $523,468 | 6,157 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $519,174 | 6,571 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $632,514 | 8,316 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $777,073 | 8,891 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $875,096 | 8,915 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $858,663 | 8,824 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $711,239 | 7,757 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $463,863 | 5,973 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $341,279 | 4,980 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,085,348 | 31,922 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||