Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,586,602
+$1,780,917 QoQ
Shares Held
69,779
-10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#479
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)
Derivatives in MS
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$35,200
PutShares
5,500
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 Jun 30, 2026Private Advisor Group, LLC holds $74,709,716 across 20 Capital Markets names. MS ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,816 | $25,098,157 | |
| 2 | MS |
Morgan Stanley
This page
|
69,779 | $14,586,602 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
109,333 | $10,963,913 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,000 | $7,887,040 | |
| 5 | SCHW |
Schwab Charles Corp
|
62,141 | $5,733,750 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
225,659 | $3,003,521 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
19,273 | $1,677,521 | |
| 8 | PWP |
Perella Weinberg Partners
|
72,315 | $1,154,147 |
All Filings in MS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,586,602 | 69,779 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,805,685 | 77,813 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,552,844 | 81,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,839,358 | 80,771 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $35,200 | 5,500 | Put | Sole | 2025-11-13 | |
| 2025-06-30 | $10,681,554 | 75,831 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,701,365 | 74,581 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,087,795 | 72,286 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,651,737 | 73,405 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,997,388 | 71,997 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,336,717 | 99,158 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,233,881 | 88,299 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,552,629 | 80,233 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $11,597 | 14,200 | Put | Sole | 2023-11-03 | |
| 2023-06-30 | $6,808,088 | 79,720 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,645,009 | 87,073 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,768,022 | 91,367 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $6,738,367 | 85,285 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,654,376 | 74,341 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,985,763 | 68,487 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,921,796 | 60,328 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,825,226 | 70,139 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,689,880 | 40,243 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,910,619 | 37,479 | Shares | Sole | 2021-04-22 | |
| 2021-03-31 | $1,000 | 30,000 | Put | Sole | 2021-04-22 | |
| 2020-12-31 | $2,979,547 | 43,478 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $1,994,244 | 41,246 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,997,301 | 41,352 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,133,968 | 33,352 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||