CAPTRUST FINANCIAL ADVISORS

Position in MS — Morgan Stanley

CIK 1512024 RALEIGH, NC

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,976,662

-$1,084,315 QoQ

Shares Held

176,075

+4.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 41.446542666477356.ToString("F0")% Shared 0.ToString("F0")% None 58.55345733352265.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $294,472,359 across 36 Capital Markets names. MS ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	198,639	$168,046,607
2	SCHW	Schwab Charles Corp	370,692	$34,837,634
3	MS	Morgan Stanley This page	176,075	$28,976,662
4	JEF	Jefferies Financial Group Inc.	318,842	$13,158,609
5	LPLA	LPL Financial Holdings Inc.	33,174	$9,979,734
6	PJT	PJT Partners Inc.	54,167	$7,568,213
7	HOOD	Robinhood Markets, Inc.	75,660	$5,243,238
8	SF	Stifel Financial Corp	55,973	$4,137,524

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,976,662	176,075	+4.0%	Shares	Sole	2026-05-15
2025-12-31	$30,060,977	169,329	+5.7%	Shares	Sole	2026-02-17
2025-09-30	$25,470,478	160,232	-4.9%	Shares	Sole	2025-11-19
2025-06-30	$23,725,049	168,430	-0.3%	Shares	Sole	2025-08-15
2025-03-31	$19,703,579	168,883	+6.7%	Shares	Sole	2025-05-15
2024-12-31	$19,901,350	158,299	+28.8%	Shares	Sole	2025-02-14
2024-09-30	$12,811,096	122,900	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$11,862,525	122,055	-0.0%	Shares	Sole	2024-08-15
2024-03-31	$11,493,640	122,065	-27.3%	Shares	Sole	2024-05-15
2023-12-31	$15,654,623	167,878	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$13,661,512	167,277	+8.0%	Shares	Sole	2023-11-15
2023-06-30	$13,225,214	154,862	-1.6%	Shares	Sole	2023-08-15
2023-03-31	$13,823,319	157,441	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$13,673,936	160,832	+10.2%	Shares	Sole	2023-02-15
2022-09-30	$11,527,321	145,897	+0.4%	Shares	Sole	2022-11-16
2022-06-30	$11,047,258	145,244	+14.6%	Shares	Sole	2022-08-23
2022-03-31	$11,078,474	126,756	-13.5%	Shares	Sole	2022-05-16
2021-12-31	$14,376,906	146,464	+29.5%	Shares	Sole	2022-02-14
2021-09-30	$11,003,717	113,079	-1.5%	Shares	Sole	2021-11-16
2021-06-30	$10,525,278	114,792	+4.4%	Shares	Sole	2021-08-16
2021-03-31	$8,536,620	109,923	+18.1%	Shares	Sole	2021-05-17
2020-12-31	$6,381,033	93,113	+10.5%	Shares	Sole	2021-02-16
2020-09-30	$4,073,294	84,246	+0.2%	Shares	Sole	2020-11-17
2020-06-30	$4,061,257	84,084	+6.9%	Shares	Sole	2020-08-14
2020-03-31	$2,673,828	78,642	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.