Calamos Wealth Management LLC

Position in MS — Morgan Stanley

CIK 1455258 NAPERVILLE, IL

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$18,351,412

+$3,559,696 QoQ

Shares Held

87,789

-2.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#445

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Calamos Wealth Management LLC holds $27,947,817 across 4 Capital Markets names. MS ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	87,789	$18,351,412
2	GS	Goldman Sachs Group Inc	8,547	$8,644,179
3	PJT	PJT Partners Inc.	3,220	$486,026
4	BTGO	Bitgo Holdings, Inc.	90,000	$466,200

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,351,412	87,789	-2.3%	Shares	Sole	2026-07-31
2026-03-31	$14,791,716	89,881	+2.6%	Shares	Sole	2026-05-04
2025-12-31	$15,549,320	87,587	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$13,867,034	87,236	+12.0%	Shares	Sole	2025-10-20
2025-06-30	$10,971,726	77,891	+2.8%	Shares	Sole	2025-07-29
2025-03-31	$8,840,202	75,771	-21.7%	Shares	Sole	2025-04-29
2024-12-31	$12,161,398	96,734	+18.3%	Shares	Sole	2025-01-24
2024-09-30	$8,526,936	81,801	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$7,902,324	81,308	-40.4%	Shares	Sole	2024-07-25
2024-03-31	$12,843,800	136,404	-0.2%	Shares	Sole	2024-05-08
2023-12-31	$12,743,078	136,655	+1214.0%	Shares	Sole	2024-01-31
2023-09-30	$849,368	10,400	+2.9%	Shares	Sole	2023-10-26
2023-06-30	$863,394	10,110	+1.2%	Shares	Sole	2023-07-28
2023-03-31	$877,034	9,989	-0.4%	Shares	Sole	2023-05-04
2022-12-31	$852,835	10,031	-0.8%	Shares	Sole	2023-01-26
2022-09-30	$798,633	10,108	-7.0%	Shares	Sole	2022-10-24
2022-06-30	$826,239	10,863	+0.8%	Shares	Sole	2022-08-01
2022-03-31	$942,346	10,782	-20.4%	Shares	Sole	2022-05-03
2021-12-31	$1,328,988	13,539	-7.8%	Shares	Sole	2022-02-01
2021-09-30	$1,428,316	14,678	-1.9%	Shares	Sole	2021-10-26
2021-06-30	$1,371,865	14,962	+14.0%	Shares	Sole	2021-07-22
2021-03-31	$1,019,132	13,123	+0.9%	Shares	Sole	2021-04-12
2020-12-31	$891,232	13,005	+12.8%	Shares	Sole	2021-01-27
2020-09-30	$557,620	11,533	-4.5%	Shares	Sole	2020-10-26
2020-06-30	$583,415	12,079	-47.2%	Shares	Sole	2020-07-27
2020-03-31	$777,682	22,873	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.