Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$62,084
+$20,942 QoQ
Shares Held
297
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,548
of 2,716 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names. MS ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 2 | GS |
Goldman Sachs Group Inc
|
127 | $128,443 | |
| 3 | MS |
Morgan Stanley
This page
|
297 | $62,084 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 | |
| 5 | SF |
Stifel Financial Corp
|
60 | $4,186 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 7 | SNEX |
StoneX Group Inc.
|
22 | $1,777 | |
| 8 | MC |
Moelis & Co
|
26 | $1,700 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,084 | 297 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,142 | 250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,608 | 685 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $110,318 | 694 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $107,335 | 762 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $87,852 | 753 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $78,575 | 625 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $71,195 | 683 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $60,743 | 625 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,656 | 230 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,007 | 236 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $16,334 | 200 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,080 | 200 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $17,560 | 200 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $75,072 | 883 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $137,398 | 1,739 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $132,268 | 1,739 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $108,201 | 1,238 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $101,399 | 1,033 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $33,961 | 349 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $39,426 | 430 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $87,522 | 1,127 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,630 | 374 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,263 | 295 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,248 | 295 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,176 | 64 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||