DT Investment Partners, LLC

Position in MS — Morgan Stanley

CIK 1537621 CHADDS FORD, PA

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$976,634

+$207,763 QoQ

Shares Held

4,672

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,411

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DT Investment Partners, LLC holds $1,274,326 across 5 Capital Markets names. MS ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,672	$976,634
2	SCHW	Schwab Charles Corp	1,348	$124,379
3	IBKR	Interactive Brokers Group, Inc.	1,008	$87,736
4	GS	Goldman Sachs Group Inc	63	$63,716
5	HOOD	Robinhood Markets, Inc.	218	$21,861

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,634	4,672	0.0%	Shares	Sole	2026-07-27
2026-03-31	$768,871	4,672	0.0%	Shares	Sole	2026-05-15
2025-12-31	$829,420	4,672	0.0%	Shares	Sole	2026-02-10
2025-09-30	$742,661	4,672	0.0%	Shares	Sole	2025-10-22
2025-06-30	$658,097	4,672	0.0%	Shares	Sole	2025-07-22
2025-03-31	$545,082	4,672	0.0%	Shares	Sole	2025-04-29
2024-12-31	$587,363	4,672	0.0%	Shares	Sole	2025-01-30
2024-09-30	$487,009	4,672	+3.0%	Shares	Sole	2024-10-23
2024-06-30	$440,853	4,536	0.0%	Shares	Sole	2024-07-24
2024-03-31	$427,109	4,536	0.0%	Shares	Sole	2024-05-13
2023-12-31	$422,982	4,536	0.0%	Shares	Sole	2024-01-31
2023-09-30	$370,455	4,536	0.0%	Shares	Sole	2023-10-27
2023-06-30	$387,374	4,536	0.0%	Shares	Sole	2023-08-28
2023-03-31	$398,260	4,536	0.0%	Shares	Sole	2023-05-03
2022-12-31	$385,650	4,536	-5.3%	Shares	Sole	2023-01-31
2022-09-30	$378,536	4,791	-24.3%	Shares	Sole	2022-11-14
2022-06-30	$481,535	6,331	+4.2%	Shares	Sole	2022-07-25
2022-03-31	$531,042	6,076	+74.0%	Shares	Sole	2022-05-09
2021-12-31	$342,774	3,492	-38.4%	Shares	Sole	2022-02-07
2021-09-30	$551,553	5,668	+89.2%	Shares	Sole	2021-10-13
2021-06-30	$274,703	2,996	0.0%	Shares	Sole	2021-07-26
2021-03-31	$232,669	2,996	-8.5%	Shares	Sole	2021-05-06
2020-12-31	$224,504	3,276	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.