Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,339,204
+$699,502 QoQ
Shares Held
15,974
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#882
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $16,484,462 across 8 Capital Markets names. MS ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,022 | $10,135,950 | |
| 2 | MS |
Morgan Stanley
This page
|
15,974 | $3,339,204 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,640 | $1,350,832 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
8,584 | $860,803 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,358 | $292,280 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,785 | $239,154 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
12,570 | $167,306 | |
| 8 | NMR |
Nomura Holdings Inc
|
11,268 | $98,933 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,204 | 15,974 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,639,702 | 16,040 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,726,150 | 15,356 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,480,570 | 15,605 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,326,443 | 16,516 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,953,522 | 16,744 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,069,225 | 16,459 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,778,959 | 17,066 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,497,697 | 15,410 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,440,365 | 15,297 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,486,218 | 15,938 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,455,604 | 17,823 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,530,111 | 17,917 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,432,983 | 16,321 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,451,036 | 17,067 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,358,576 | 17,195 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,535,423 | 20,187 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,268,086 | 14,509 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,401,430 | 14,277 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,372,362 | 14,103 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,270,548 | 13,857 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,104,946 | 14,228 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $883,831 | 12,897 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $451,105 | 9,330 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $450,204 | 9,321 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $331,160 | 9,740 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||