Cranbrook Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1599084 Bloomfield Hills, MI

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$163,051

+$33,370 QoQ

Shares Held

780

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,459

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cranbrook Wealth Management, LLC holds $624,966 across 5 Capital Markets names. MS ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	300	$303,411
2	MS	Morgan Stanley This page	780	$163,051
3	SCHW	Schwab Charles Corp	1,220	$112,569
4	CRCL	Circle Internet Group, Inc.	648	$40,584
5	LPLA	LPL Financial Holdings Inc.	19	$5,351

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$163,051	780	-1.0%	Shares	Sole	2026-08-06
2026-03-31	$129,681	788	+1.0%	Shares	Sole	2026-04-15
2025-12-31	$138,473	780	0.0%	Shares	Sole	2026-01-28
2025-09-30	$123,988	780	-10.6%	Shares	Sole	2025-10-14
2025-06-30	$122,829	872	+11.9%	Shares	Sole	2025-07-15
2025-03-31	$90,885	779	+7.7%	Shares	Sole	2025-04-11
2024-12-31	$90,895	723	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$75,261	722	-18.9%	Shares	Sole	2024-10-15
2024-06-30	$86,499	890	0.0%	Shares	Sole	2024-08-09
2024-03-31	$83,802	890	0.0%	Shares	Sole	2024-04-17
2023-12-31	$82,992	890	-6.9%	Shares	Sole	2024-01-24
2023-09-30	$78,076	956	-19.7%	Shares	Sole	2023-10-24
2023-06-30	$101,626	1,190	-16.5%	Shares	Sole	2023-07-17
2023-03-31	$125,115	1,425	0.0%	Shares	Sole	2023-04-20
2022-12-31	$121,153	1,425	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$112,510	1,424	-14.2%	Shares	Sole	2022-10-26
2022-06-30	$126,183	1,659	+1.7%	Shares	Sole	2022-07-28
2022-03-31	$142,636	1,632	0.0%	Shares	Sole	2022-05-12
2021-12-31	$160,197	1,632	0.0%	Shares	Sole	2022-02-14
2021-09-30	$158,809	1,632	+11.8%	Shares	Sole	2021-11-12
2021-06-30	$133,867	1,460	-2.4%	Shares	Sole	2021-08-12
2021-03-31	$116,179	1,496	+423.1%	Shares	Sole	2021-05-06
2020-12-31	$19,599	286	+1488.9%	Shares	Sole	2021-02-11
2020-09-30	$870	18	0.0%	Shares	Sole	2020-11-12
2020-06-30	$869	18	0.0%	Shares	Sole	2020-08-06
2020-03-31	$612	18	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.