LMCG INVESTMENTS, LLC

Position in MS — Morgan Stanley

CIK 1470944 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,816,167

-$46,731 QoQ

Shares Held

32,607

-21.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#659

of 2,723 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $34,728,967 across 2 Capital Markets names. MS ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	27,599	$27,912,800
2	MS	Morgan Stanley This page	32,607	$6,816,167

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,816,167	32,607	-21.8%	Shares	Sole	2026-07-22
2026-03-31	$6,862,898	41,702	-47.1%	Shares	Sole	2026-04-29
2025-12-31	$13,982,972	78,764	-4.3%	Shares	Sole	2026-02-03
2025-09-30	$13,080,341	82,287	-3.4%	Shares	Sole	2025-10-29
2025-06-30	$11,992,961	85,141	+4.0%	Shares	Sole	2025-07-24
2025-03-31	$9,550,372	81,858	+1.3%	Shares	Sole	2025-04-10
2024-12-31	$10,156,918	80,790	+143.0%	Shares	Sole	2025-01-16
2024-09-30	$3,465,563	33,246	+28.6%	Shares	Sole	2024-10-29
2024-06-30	$2,513,527	25,862	+3.1%	Shares	Sole	2024-08-09
2024-03-31	$2,361,532	25,080	-3.5%	Shares	Sole	2024-05-06
2023-12-31	$2,422,635	25,980	-4.9%	Shares	Sole	2024-02-08
2023-09-30	$2,231,796	27,327	-3.6%	Shares	Sole	2023-11-03
2023-06-30	$2,421,346	28,353	-1.9%	Shares	Sole	2023-08-03
2023-03-31	$2,538,210	28,909	-2.2%	Shares	Sole	2023-05-05
2022-12-31	$2,513,276	29,561	-2.9%	Shares	Sole	2023-02-07
2022-09-30	$2,406,012	30,452	-2.0%	Shares	Sole	2022-11-08
2022-06-30	$2,362,575	31,062	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.