Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$148,627
+$33,593 QoQ
Shares Held
711
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#759
of 865 holders
Holding Since
Dec 2020
17 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $154,766 across 7 Capital Markets names. MS ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
711 | $148,627 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23 | $2,306 | |
| 3 | DEFT |
Defi Technologies, Inc.
|
3,802 | $1,954 | |
| 4 | SCHW |
Schwab Charles Corp
|
16 | $1,476 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1 | $281 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
4 | $122 | |
| 7 | GS |
Goldman Sachs Group Inc
|
0 | $0 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,627 | 711 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $115,034 | 699 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $124,093 | 699 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $120,650 | 759 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,001 | 71 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,083 | 95 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,926 | 71 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $240,308 | 2,737 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $263,221 | 3,096 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $259,942 | 3,290 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $251,606 | 3,308 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $289,031 | 3,307 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $325,203 | 3,313 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $317,425 | 3,262 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $300,468 | 3,277 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $255,889 | 3,295 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $224,504 | 3,276 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||