Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,495,472
+$391,043 QoQ
Shares Held
7,154
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,213
of 2,723 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$38,000
PutShares
100,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $71,110,140 across 7 Capital Markets names. MS ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
289,713 | $29,052,419 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,853 | $21,090,098 | |
| 3 | SCHW |
Schwab Charles Corp
|
174,367 | $16,088,843 | |
| 4 | FIGR |
Figure Technology Solutions, Inc.
|
71,740 | $2,203,135 | |
| 5 | MS |
Morgan Stanley
This page
|
7,154 | $1,495,472 | |
| 6 | EVR |
Evercore Inc.
|
1,900 | $648,736 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
10,633 | $531,437 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,472 | 7,154 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,104,429 | 6,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $868,476 | 4,892 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $790,508 | 4,973 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $38,000 | 100,000 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $678,804 | 4,819 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $485,463 | 4,161 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $399,286 | 3,176 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,822 | 3,260 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $286,807 | 2,951 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $269,297 | 2,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $228,742 | 2,453 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $202,296 | 2,477 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $211,365 | 2,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $193,862 | 2,208 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $187,299 | 2,203 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $629,700 | 8,279 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $651,130 | 7,450 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||