Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,427,628
+$684,247 QoQ
Shares Held
16,397
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#869
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,785,728 across 16 Capital Markets names. MS ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,512 | $9,620,151 | |
| 2 | MS |
Morgan Stanley
This page
|
16,397 | $3,427,628 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,886 | $1,004,451 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,025 | $288,722 | |
| 5 | LAZ |
Lazard, Inc.
|
2,808 | $117,767 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
2,119 | $105,907 | |
| 7 | PIPR |
Piper Sandler Companies
|
1,068 | $77,259 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
511 | $51,243 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,427,628 | 16,397 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,743,381 | 16,670 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,967,946 | 16,718 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,677,840 | 16,846 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,409,410 | 17,105 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,999,023 | 17,134 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,172,190 | 17,278 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,818,883 | 17,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,724,928 | 17,748 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,645,916 | 17,480 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,639,148 | 17,578 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,385,123 | 16,960 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,454,191 | 17,028 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,499,009 | 17,073 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,457,497 | 17,143 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,421,231 | 17,988 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,375,012 | 18,078 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,592,165 | 18,217 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,757,554 | 17,905 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,755,180 | 18,037 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,421,195 | 15,500 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,218,951 | 15,696 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,102,373 | 16,086 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $741,737 | 15,341 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $735,898 | 15,236 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $509,218 | 14,977 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||