Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,013,844
-$4,535,456 QoQ
Shares Held
4,850
-85.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,386
of 2,723 holders
Holding Since
Mar 2020
19 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, 2026Hillsdale Investment Management Inc. holds $6,259,692 across 7 Capital Markets names. MS ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
32,700 | $1,947,939 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,050 | $1,204,123 | |
| 3 | SF |
Stifel Financial Corp
|
15,390 | $1,073,760 | |
| 4 | MS |
Morgan Stanley
This page
|
4,850 | $1,013,844 | |
| 5 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 6 | BGC |
BGC Group, Inc.
|
36,180 | $386,764 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
40 | $145 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,844 | 4,850 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,549,300 | 33,720 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,996,200 | 22,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $688,296 | 4,330 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $513,348 | 4,400 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $24,481 | 260 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $24,245 | 260 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $21,234 | 260 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $79,422 | 930 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $83,410 | 950 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $54,412 | 640 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $50,566 | 640 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $125,803 | 1,654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $147,706 | 1,690 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $35,337 | 360 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $35,031 | 360 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $55,014 | 600 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $46,596 | 600 | Shares | Sole | 2021-04-22 | |
| 2020-03-31 | $339,490 | 9,985 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||