Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,147
+$50,863 QoQ
Shares Held
1,388
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,168
of 2,736 holders
Holding Since
Mar 2026
2 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, 2026Cannell & Spears LLC holds $8,079,064 across 6 Capital Markets names. MS ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,912 | $5,979,219 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
8,671 | $1,163,041 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,763 | $439,482 | |
| 4 | MS |
Morgan Stanley
This page
|
1,388 | $290,147 | |
| 5 | BGC |
BGC Group, Inc.
|
16,255 | $173,765 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
65,000 | $33,410 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,147 | 1,388 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $239,284 | 1,454 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||