Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$522,600
+$111,175 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,765
of 2,723 holders
Holding Since
Dec 2020
9 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, 2026Merrion Investment Management Co, LLC holds $13,784,383 across 3 Capital Markets names. MS ranks #3 (3.8% of the industry book) .
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,600 | 2,500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $411,425 | 2,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $355,060 | 2,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $317,920 | 2,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $281,720 | 2,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $233,340 | 2,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $251,440 | 2,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $208,480 | 2,000 | Shares | Sole | 2024-10-09 | |
| 2020-12-31 | $137,060 | 2,000 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||