Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,943,285
-$7,483,192 QoQ
Shares Held
90,802
-28.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$6,879,026
PutShares
41,800
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, 2026Interval Partners, LP holds $127,689,907 across 11 Capital Markets names. MS ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
275,362 | $25,878,520 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
170,008 | $24,416,548 | |
| 3 | MS |
Morgan Stanley
This page
|
90,802 | $14,943,285 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
285,368 | $12,550,484 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
41,091 | $12,361,405 | |
| 6 | EVR |
Evercore Inc.
|
36,714 | $10,959,496 | |
| 7 | PIPR |
Piper Sandler Companies
|
139,999 | $10,716,923 | |
| 8 | TW |
Tradeweb Markets Inc.
|
67,459 | $7,937,225 |
All Filings in MS
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,943,285 | 90,802 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $6,879,026 | 41,800 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $22,426,477 | 126,325 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $12,427,100 | 70,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $10,093,960 | 63,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $26,544,094 | 166,986 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $5,039,032 | 31,700 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $3,789,134 | 26,900 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $9,852,875 | 69,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,721,773 | 31,900 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $4,023,040 | 32,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $10,711,344 | 85,200 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $2,759,337 | 26,471 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,288,484 | 64,703 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $49,002 | 600 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $32,668 | 400 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $4,270,000 | 50,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $3,512,000 | 40,000 | Put | Sole | 2023-05-15 | |
| 2022-09-30 | $2,370,300 | 30,000 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $5,520,902 | 69,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,777,439 | 102,254 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $2,281,800 | 30,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $9,605,260 | 109,900 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $3,926,400 | 40,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $7,298,250 | 75,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $6,081,875 | 62,500 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $5,959,850 | 65,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $6,212,800 | 80,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $6,212,800 | 80,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $2,741,200 | 40,000 | Put | Sole | 2021-02-25 | |
| 2020-09-30 | $6,769,000 | 140,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $3,864,000 | 80,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $617,563 | 12,786 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||