Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$10,669,401
+$2,269,749 QoQ
Shares Held
51,040
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#542
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Consolidated Investment Group LLC holds $23,598,080 across 3 Capital Markets names. MS ranks #2 (45.2% of the industry book) .
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,669,401 | 51,040 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,399,652 | 51,040 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,737,138 | 49,215 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,823,216 | 49,215 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,932,424 | 49,215 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,741,914 | 49,215 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,487,152 | 51,600 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,378,784 | 51,600 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,015,004 | 51,600 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,858,656 | 51,600 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,811,700 | 51,600 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,214,172 | 51,600 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,406,640 | 51,600 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,530,480 | 51,600 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,387,032 | 51,600 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,076,916 | 51,600 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,924,696 | 51,600 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,509,840 | 51,600 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,065,056 | 51,600 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,021,196 | 51,600 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,731,204 | 51,600 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,075,336 | 39,600 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,713,788 | 39,600 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||