Position in MS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,650,564
+$74,782 QoQ
Shares Held
16,106
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026IPG Investment Advisors LLC holds $8,229,699 across 5 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,650,564 | 16,106 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,575,782 | 14,509 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,418,735 | 15,216 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,085,009 | 14,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $501,681 | 4,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $550,025 | 4,375 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $456,050 | 4,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $425,206 | 4,375 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $411,950 | 4,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $407,968 | 4,375 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $385,727 | 4,723 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $399,245 | 4,675 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,420,165 | 16,175 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,842,808 | 21,675 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,182,127 | 40,275 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,188,626 | 28,775 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,077,935 | 23,775 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,256,448 | 12,800 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,654,158 | 21,300 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $928,320 | 19,200 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $589,260 | 12,200 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||