Integrated Investment Consultants, LLC
Position in MS — Morgan Stanley
CIK 1665337
BLOOMFIELD HILLS, MI
Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$535,768
+$116,447 QoQ
Shares Held
2,563
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,749
of 2,718 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Integrated Investment Consultants, LLC holds $3,339,381 across 6 Capital Markets names. MS ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,065 | $1,482,315 | |
| 2 | MS |
Morgan Stanley
This page
|
2,563 | $535,768 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
3,088 | $414,192 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,265 | $356,325 | |
| 5 | SF |
Stifel Financial Corp
|
4,345 | $303,150 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,157 | $247,631 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,768 | 2,563 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $419,321 | 2,548 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $454,120 | 2,558 | Shares | Other | 2026-03-03 | |
| 2025-09-30 | $635,521 | 3,998 | Shares | Other | 2025-11-18 | |
| 2025-06-30 | $652,322 | 4,631 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $221,322 | 1,897 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $234,467 | 1,865 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $209,764 | 17,221 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $242,975 | 2,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $235,400 | 2,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $239,466 | 2,568 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $248,848 | 3,047 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $312,393 | 3,658 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $350,761 | 3,995 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $369,581 | 4,347 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,308 | 4,092 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $286,518 | 3,767 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $366,555 | 4,194 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $405,106 | 4,127 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $334,551 | 3,438 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $290,015 | 3,163 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $237,639 | 3,060 | Shares | Sole | 2021-04-20 | |
| 2020-06-30 | $345,055 | 7,144 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $240,720 | 7,080 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||