Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$435,639
+$79,181 QoQ
Shares Held
2,084
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,886
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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $1,030,038 across 17 Capital Markets names. MS ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,084 | $435,639 | |
| 2 | GS |
Goldman Sachs Group Inc
|
427 | $431,854 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,067 | $98,452 | |
| 4 | GOLD |
Gold.com, Inc.
|
463 | $19,265 | |
| 5 | MC |
Moelis & Co
|
200 | $13,084 | |
| 6 | TW |
Tradeweb Markets Inc.
|
88 | $8,770 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
72 | $4,509 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
44 | $3,829 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,639 | 2,084 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $356,458 | 2,166 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $382,222 | 2,153 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $342,240 | 2,153 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $303,271 | 2,153 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $246,873 | 2,116 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $263,886 | 2,099 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $217,965 | 2,091 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,155 | 2,080 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $194,157 | 2,062 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $176,149 | 1,889 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $155,091 | 1,899 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $160,979 | 1,885 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $118,266 | 1,347 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $117 | 2,547 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $126,653 | 1,603 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $102,376 | 1,346 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $112,221 | 1,284 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $127,608 | 1,300 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $105,192 | 1,081 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $99,116 | 1,081 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $83,950 | 1,081 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $74,080 | 1,081 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $52,266 | 1,081 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $52,212 | 1,081 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $36,754 | 1,081 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||