Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$332,373
+$299,789 QoQ
Shares Held
1,590
+703.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,060
of 2,723 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Dec 31, 2023CallValue
$1,837,025
CallShares
19,700
PutValue
$4,662,500
PutShares
50,000
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 Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $2,145,576 across 8 Capital Markets names. MS ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
25,200 | $1,152,396 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
6,383 | $399,767 | |
| 3 | MS |
Morgan Stanley
This page
|
1,590 | $332,373 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,077 | $93,742 | |
| 5 | PURR |
Hyperliquid Strategies Inc
|
10,000 | $78,700 | |
| 6 | BGC |
BGC Group, Inc.
|
3,300 | $35,277 | |
| 7 | SCHW |
Schwab Charles Corp
|
379 | $34,970 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
183 | $18,351 |
All Filings in MS
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,373 | 1,590 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,584 | 198 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,006,229 | 78,895 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,015,913 | 6,391 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,086 | 2,031 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $361,677 | 3,100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $188,580 | 1,500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $62,544 | 600 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $116,628 | 1,200 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $4,662,500 | 50,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,837,025 | 19,700 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $2,890,750 | 31,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $145,350 | 1,702 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $746,300 | 8,500 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $746,300 | 8,500 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $225,119 | 2,564 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,251,000 | 50,000 | Put | Sole | 2023-02-13 | |
| 2022-12-31 | $2,780,154 | 32,700 | Call | Sole | 2023-02-13 | |
| 2022-12-31 | $5,367,482 | 63,132 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,957,788 | 24,779 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,872,977 | 24,625 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,990,972 | 22,780 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,546,060 | 97,250 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $3,042,960 | 31,000 | Call | Sole | 2022-01-18 | |
| 2021-12-31 | $8,333,784 | 84,900 | Put | Sole | 2022-01-18 | |
| 2021-09-30 | $8,757 | 90 | Call | Sole | 2021-10-20 | |
| 2021-09-30 | $10,996 | 113 | Put | Sole | 2021-10-20 | |
| 2021-09-30 | $7,580,546 | 77,901 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,668,179 | 29,100 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,329 | 30 | Call | Sole | 2021-04-14 | |
| 2021-03-31 | $1,491,149 | 19,201 | Shares | Sole | 2021-04-14 | |
| 2021-03-31 | $2,329 | 30 | Put | Sole | 2021-04-14 | |
| 2020-12-31 | $671,662 | 9,801 | Shares | Sole | 2021-02-25 | |
| 2020-12-31 | $2,398 | 35 | Put | Sole | 2021-02-25 | |
| 2020-09-30 | $560,908 | 11,601 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $309,168 | 6,401 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||