Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$886,538
+$155,683 QoQ
Shares Held
4,241
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,474
of 2,723 holders
Holding Since
Sep 2022
16 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, 2026Apriem Advisors holds $14,846,268 across 4 Capital Markets names. MS ranks #2 (6.0% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,538 | 4,241 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $730,855 | 4,441 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $770,657 | 4,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $720,406 | 4,532 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $650,773 | 4,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $494,680 | 4,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $549,522 | 4,371 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $505,668 | 4,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $399,548 | 4,111 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $349,427 | 3,711 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $327,400 | 3,511 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $280,618 | 3,436 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $267,814 | 3,136 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $257,780 | 2,936 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,618 | 2,936 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $231,973 | 2,936 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||