CWM, LLC

Position in MS — Morgan Stanley

CIK 1535847 OMAHA, NE

Position in MS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$35,206,953

+$10,763,203 QoQ

Shares Held

213,933

+55.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.8717682638957056.ToString("F0")% Shared 0.ToString("F0")% None 99.1282317361043.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $141,422,570 across 45 Capital Markets names. MS ranks #1 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	213,933	$35,206,953
2	GS	Goldman Sachs Group Inc	39,162	$33,130,660
3	MKTX	Marketaxess Holdings Inc	73,978	$12,204,890
4	EVR	Evercore Inc.	39,349	$11,746,069
5	SCHW	Schwab Charles Corp	119,975	$11,275,250
6	SF	Stifel Financial Corp	140,171	$10,361,440
7	TW	Tradeweb Markets Inc.	68,901	$8,106,891
8	JEF	Jefferies Financial Group Inc.	118,246	$4,880,012

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,206,953	213,933	+55.4%	Shares	Sole	2026-05-14
2025-12-31	$24,443,750	137,688	+7.8%	Shares	Sole	2026-01-26
2025-09-30	$20,303,483	127,727	+7.8%	Shares	Sole	2025-10-15
2025-06-30	$16,695,854	118,528	+1.0%	Shares	Sole	2025-07-25
2025-03-31	$13,685,391	117,300	-19.8%	Shares	Sole	2025-05-01
2024-12-31	$18,382,526	146,218	+6.5%	Shares	Sole	2025-02-04
2024-09-30	$14,305,897	137,240	+4.7%	Shares	Sole	2024-10-08
2024-06-30	$12,735,583	131,038	+4.7%	Shares	Sole	2024-07-10
2024-03-31	$11,788,643	125,198	+3.8%	Shares	Sole	2024-04-05
2023-12-31	$11,247,442	120,616	+7.1%	Shares	Sole	2024-02-01
2023-09-30	$9,197,593	112,619	+11.4%	Shares	Sole	2023-10-11
2023-06-30	$8,633,940	101,100	+12.9%	Shares	Sole	2023-08-03
2023-03-31	$7,864,246	89,570	+20.2%	Shares	Sole	2023-05-01
2022-12-31	$6,335,350	74,516	+12.4%	Shares	Sole	2023-02-01
2022-09-30	$5,236,308	66,274	+0.6%	Shares	Sole	2022-10-27
2022-06-30	$5,012,658	65,904	+51.9%	Shares	Sole	2022-07-28
2022-03-31	$3,792,985	43,398	-11.2%	Shares	Sole	2022-04-21
2021-12-31	$4,799,238	48,892	+5.5%	Shares	Sole	2022-01-31
2021-06-30	$4,248,089	46,331	0.0%	Shares	Sole	2021-09-15
2021-03-31	$3,598,065	46,331	0.0%	Shares	Sole	2021-09-15
2020-12-31	$3,175,063	46,331	0.0%	Shares	Sole	2021-09-15
2020-09-30	$2,240,103	46,331	0.0%	Shares	Sole	2021-09-15
2020-06-30	$2,237,787	46,331	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,575,254	46,331	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.