Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,489,200
+$289,650 QoQ
Shares Held
7,124
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,215
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026CIDEL ASSET MANAGEMENT INC holds $5,902,735 across 4 Capital Markets names. MS ranks #3 (25.2% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,489,200 | 7,124 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,199,550 | 7,289 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,115,065 | 6,281 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,030,696 | 6,484 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $980,526 | 6,961 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $844,340 | 7,237 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $984,136 | 7,828 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $850,077 | 8,155 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $780,435 | 8,030 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $740,097 | 7,860 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $676,715 | 7,257 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||