Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,712,873
+$364,387 QoQ
Shares Held
8,194
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,141
of 2,722 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, 2026E&G Advisors, LP holds $6,474,402 across 2 Capital Markets names. MS ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,708 | $4,761,529 | |
| 2 | MS |
Morgan Stanley
This page
|
8,194 | $1,712,873 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,712,873 | 8,194 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,348,486 | 8,194 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,450,597 | 8,171 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,298,862 | 8,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,226,890 | 8,710 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,016,195 | 8,710 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,095,021 | 8,710 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $907,930 | 8,710 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $846,524 | 8,710 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $820,133 | 8,710 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $812,114 | 8,709 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $711,264 | 8,709 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $743,748 | 8,709 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $764,650 | 8,709 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $748,176 | 8,800 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $703,189 | 8,900 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $684,540 | 9,000 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $716,680 | 8,200 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $834,360 | 8,500 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $807,770 | 8,301 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $770,000 | 0 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $660,187 | 8,501 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $582,573 | 8,501 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $406,140 | 8,400 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $405,720 | 8,400 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $261,800 | 7,700 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||