Position in MS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,960,686
+$175,267 QoQ
Shares Held
11,914
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$16,457
CallShares
100
PutValue
$0
PutShares
0
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 Mar 31, 2026Chicago Partners Investment Group LLC holds $18,002,188 across 17 Capital Markets names. MS ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
106,904 | $3,664,669 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,981 | $3,367,886 | |
| 3 | SCHW |
Schwab Charles Corp
|
34,259 | $3,219,660 | |
| 4 | MS |
Morgan Stanley
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|
11,914 | $1,960,686 | |
| 5 | EVR |
Evercore Inc.
|
4,170 | $1,244,786 | |
| 6 | SF |
Stifel Financial Corp
|
12,108 | $895,023 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,618 | $778,673 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,905 | $644,246 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,960,686 | 11,914 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $16,457 | 100 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $1,785,419 | 10,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,526,492 | 9,603 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,214,776 | 8,624 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $889,258 | 7,622 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,003,119 | 7,979 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $722,904 | 6,935 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $624,931 | 6,430 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $595,656 | 6,326 | Shares | Sole | 2024-04-25 | |
| 2022-06-30 | $185,206 | 2,435 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||