Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$969,318
+$206,207 QoQ
Shares Held
4,637
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,417
of 2,722 holders
Holding Since
Jun 2020
24 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, 2026Clear Harbor Asset Management, LLC holds $8,326,629 across 9 Capital Markets names. MS ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,146 | $4,193,140 | |
| 2 | SCHW |
Schwab Charles Corp
|
17,875 | $1,649,326 | |
| 3 | MS |
Morgan Stanley
This page
|
4,637 | $969,318 | |
| 4 | IREN |
IREN Ltd
|
11,130 | $508,974 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
12,420 | $340,059 | |
| 6 | PJT |
PJT Partners Inc.
|
1,667 | $251,616 | |
| 7 | BGC |
BGC Group, Inc.
|
18,772 | $200,672 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
10,092 | $134,324 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,318 | 4,637 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $763,111 | 4,637 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $973,752 | 5,485 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $785,435 | 5,576 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $451,629 | 3,871 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $423,802 | 3,371 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $286,138 | 2,745 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $266,786 | 2,745 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $258,469 | 2,745 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $252,987 | 2,713 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $507,415 | 6,213 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $530,590 | 6,213 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $554,720 | 6,318 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $437,087 | 5,141 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $406,190 | 5,141 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $398,630 | 5,241 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $459,374 | 5,256 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $515,928 | 5,256 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $482,268 | 4,956 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $454,415 | 4,956 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $366,166 | 4,715 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $318,664 | 4,650 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $236,915 | 4,900 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $236,670 | 4,900 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||