Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,750,643
+$1,202,843 QoQ
Shares Held
22,726
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#761
of 2,723 holders
Holding Since
Dec 2022
12 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, 2026Krilogy Financial LLC holds $20,899,546 across 13 Capital Markets names. MS ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
83,505 | $7,705,006 | |
| 2 | MS |
Morgan Stanley
This page
|
22,726 | $4,750,643 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,152 | $3,187,838 | |
| 4 | EVR |
Evercore Inc.
|
4,662 | $1,591,793 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
16,016 | $800,479 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,033 | $504,709 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,670 | $492,257 | |
| 8 | TW |
Tradeweb Markets Inc.
|
4,775 | $475,876 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,750,643 | 22,726 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,547,800 | 21,558 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,280,399 | 18,478 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,673,707 | 16,820 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,972,180 | 14,001 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,710,615 | 14,662 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,907,172 | 15,170 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,453,731 | 13,946 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,344,623 | 13,835 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,291,592 | 13,717 | Shares | Sole | 2024-04-24 | |
| 2023-03-31 | $261,205 | 2,975 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,236,870 | 14,548 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||