Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,650,627
+$548,081 QoQ
Shares Held
12,680
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#974
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026Greenwich Wealth Management LLC holds $1,162,252,371 across 11 Capital Markets names. MS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
9,921,755 | $863,589,555 | |
| 2 | FUTU |
Futu Holdings Ltd
|
1,500,000 | $140,610,000 | |
| 3 | SCHW |
Schwab Charles Corp
|
600,673 | $55,424,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
370,622 | $37,165,974 | |
| 5 | PIPR |
Piper Sandler Companies
|
420,805 | $30,441,033 | |
| 6 | GS |
Goldman Sachs Group Inc
|
11,139 | $11,265,650 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
146,960 | $8,754,407 | |
| 8 | ETOR |
eToro Group Ltd.
|
202,926 | $8,009,489 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,650,627 | 12,680 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,102,546 | 12,776 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,282,858 | 12,859 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,021,017 | 12,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,807,656 | 12,833 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,820,709 | 32,748 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,722,741 | 13,703 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,320,408 | 12,667 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,738,401 | 131,067 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,141,346 | 139,564 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,281,454 | 24,466 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,998,138 | 24,466 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,089,396 | 24,466 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,165,411 | 24,663 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,105,605 | 24,766 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,972,958 | 24,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,873,738 | 24,635 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,195,750 | 25,123 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,481,975 | 25,285 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,462,234 | 25,303 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,334,519 | 25,461 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,993,066 | 25,664 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,871,896 | 27,315 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $206,889 | 4,279 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $208,462 | 4,316 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||