Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$405,746
+$96,849 QoQ
Shares Held
1,941
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,936
of 2,722 holders
Holding Since
Dec 2020
22 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, 2026ATLAS CAPITAL ADVISORS INC. holds $3,006,059 across 10 Capital Markets names. MS ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
23,585 | $1,404,958 | |
| 2 | SCHW |
Schwab Charles Corp
|
8,423 | $777,190 | |
| 3 | MS |
Morgan Stanley
This page
|
1,941 | $405,746 | |
| 4 | NMR |
Nomura Holdings Inc
|
19,675 | $172,746 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,047 | $91,130 | |
| 6 | FUTU |
Futu Holdings Ltd
|
868 | $81,366 | |
| 7 | TW |
Tradeweb Markets Inc.
|
481 | $47,936 | |
| 8 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,746 | 1,941 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $308,897 | 1,877 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $333,223 | 1,877 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $263,549 | 1,871 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $218,289 | 1,871 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $235,222 | 1,871 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $195,033 | 1,871 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $181,842 | 1,871 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $180,410 | 1,916 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $169,342 | 1,816 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $197,314 | 2,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $206,326 | 2,416 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $159,444 | 1,816 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $154,396 | 1,816 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $143,482 | 1,816 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $138,124 | 1,816 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $199,359 | 2,281 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $263,166 | 2,681 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $278,695 | 2,864 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $248,846 | 2,714 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $209,138 | 2,693 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $163,032 | 2,379 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||