Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,136,132
+$242,024 QoQ
Shares Held
5,435
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,330
of 2,722 holders
Holding Since
Sep 2021
17 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, 2026Fort Sheridan Advisors LLC holds $2,448,709 across 3 Capital Markets names. MS ranks #1 (46.4% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,132 | 5,435 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $894,108 | 5,433 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $951,738 | 5,361 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $852,025 | 5,360 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $740,501 | 5,257 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $613,217 | 5,256 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $646,452 | 5,142 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $389,961 | 3,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,343 | 2,689 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $249,241 | 2,647 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $218,671 | 2,345 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $213,570 | 2,512 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $229,919 | 2,910 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $217,379 | 2,858 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $291,566 | 3,336 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $275,731 | 2,809 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $201,334 | 2,069 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||