Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,872,304
+$682,064 QoQ
Shares Held
23,308
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#218
of 1,108 holders
Holding Since
Sep 2020
23 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, 2026J.W. COLE ADVISORS, INC. holds $30,579,095 across 13 Capital Markets names. MS ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,711 | $12,855,524 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
96,663 | $6,054,003 | |
| 3 | MS |
Morgan Stanley
This page
|
23,308 | $4,872,304 | |
| 4 | SCHW |
Schwab Charles Corp
|
20,808 | $1,919,954 | |
| 5 | IREN |
IREN Ltd
|
38,801 | $1,774,369 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,715 | $1,375,340 | |
| 7 | WULF |
Terawulf Inc.
|
19,374 | $478,537 | |
| 8 | CLSK |
Cleanspark, Inc.
|
24,500 | $356,475 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,872,304 | 23,308 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $4,190,240 | 23,603 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,687,077 | 23,195 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,239,216 | 22,996 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,410,890 | 12,093 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,602,804 | 12,749 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,407,761 | 13,505 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,285,240 | 13,224 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,280,764 | 13,602 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,212,809 | 13,006 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $943,206 | 11,549 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $960,835 | 11,251 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,060,185 | 12,075 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,005,786 | 11,830 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $904,190 | 11,444 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $810,875 | 10,661 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $919,011 | 10,515 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $671,316 | 6,839 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $688,954 | 7,080 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $570,770 | 6,225 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $558,297 | 7,189 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $468,402 | 6,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $582,955 | 12,057 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||