Position in MS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$786,150
-$68,479 QoQ
Shares Held
4,777
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. MS ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,598 | $3,889,862 | |
| 2 | SCHW |
Schwab Charles Corp
|
38,632 | $3,630,635 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
10,884 | $3,274,233 | |
| 4 | MS |
Morgan Stanley
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|
4,777 | $786,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,702 | $181,223 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
450 | $64,629 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
374 | $61,702 | |
| 8 | PJT |
PJT Partners Inc.
|
25 | $3,493 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $786,150 | 4,777 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $854,629 | 4,814 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $841,693 | 5,295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $713,033 | 5,062 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $701,303 | 6,011 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $651,983 | 5,186 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $704,662 | 6,760 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $659,336 | 6,784 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $595,750 | 6,327 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $611,067 | 6,553 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $497,370 | 6,090 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $552,281 | 6,467 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $537,423 | 6,121 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $336,934 | 3,963 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $455,966 | 5,771 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $340,976 | 4,483 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $426,512 | 4,880 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $493,744 | 5,030 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $393,424 | 4,043 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $279,012 | 3,043 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $197,489 | 2,543 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $178,178 | 2,600 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $161,972 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $174,846 | 3,620 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $243,780 | 7,170 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||