Position in MS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$4,857,283
-$163,265 QoQ
Shares Held
29,515
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$17,000
PutShares
500
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 Mar 31, 2026SIGNATUREFD, LLC holds $20,674,425 across 36 Capital Markets names. MS ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,649 | $5,624,987 | |
| 2 | MS |
Morgan Stanley
This page
|
29,515 | $4,857,283 | |
| 3 | SCHW |
Schwab Charles Corp
|
32,614 | $3,065,063 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $2,581,290 | |
| 5 | NMR |
Nomura Holdings Inc
|
122,257 | $964,607 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,568 | $663,062 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,070 | $419,853 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,221 | $367,313 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,857,283 | 29,515 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,020,548 | 28,280 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,343,423 | 27,324 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,797,585 | 26,960 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,013,119 | 25,826 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,104,278 | 24,692 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,503,427 | 24,016 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,386,306 | 24,553 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,178,297 | 23,134 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,028,001 | 21,748 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,066,659 | 25,305 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,417,161 | 28,304 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,370,424 | 26,998 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,339,410 | 27,516 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,179,253 | 27,582 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,894,198 | 24,904 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,076,187 | 23,755 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,291,054 | 23,340 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,858,134 | 19,095 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,409,825 | 15,376 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,069,999 | 13,778 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $912,819 | 13,320 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $600,265 | 12,415 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $430,884 | 8,921 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $312,528 | 9,192 | Shares | Sole | 2020-04-23 | |
| 2020-03-31 | $17,000 | 500 | Put | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||