Oliver Luxxe Assets LLC

Position in MS — Morgan Stanley

CIK 1666239 GLADSTONE, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$12,675,140

+$325,314 QoQ

Shares Held

60,635

-19.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.08%

of 13F equity value

Holder Rank

#501

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $25,293,624 across 5 Capital Markets names. MS ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	60,635	$12,675,140
2	SCHW	Schwab Charles Corp	71,774	$6,622,586
3	LPLA	LPL Financial Holdings Inc.	11,152	$3,141,295
4	PIPR	Piper Sandler Companies	24,597	$1,779,346
5	LAZ	Lazard, Inc.	25,638	$1,075,257

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,675,140	60,635	-19.2%	Shares	Sole	2026-07-09
2026-03-31	$12,349,826	75,043	-1.0%	Shares	Sole	2026-04-08
2025-12-31	$13,458,726	75,811	-2.2%	Shares	Sole	2026-01-08
2025-09-30	$12,325,599	77,539	+4.6%	Shares	Sole	2025-10-24
2025-06-30	$10,445,332	74,154	+1.9%	Shares	Sole	2025-07-14
2025-03-31	$8,488,909	72,760	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$9,196,040	73,147	-0.9%	Shares	Sole	2025-01-06
2024-09-30	$7,691,139	73,783	+0.2%	Shares	Sole	2024-10-11
2024-06-30	$7,155,613	73,625	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$6,931,776	73,617	-0.1%	Shares	Sole	2024-04-18
2023-12-31	$6,874,110	73,717	+0.9%	Shares	Sole	2024-02-12
2023-09-30	$5,969,096	73,088	+1.3%	Shares	Sole	2023-11-09
2023-06-30	$6,160,756	72,140	-0.5%	Shares	Sole	2023-08-02
2023-03-31	$6,364,885	72,493	-0.7%	Shares	Sole	2023-04-19
2022-12-31	$6,207,480	73,012	+1.9%	Shares	Sole	2023-01-30
2022-09-30	$5,663,436	71,680	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$5,343,062	70,248	+4.5%	Shares	Sole	2022-08-15
2022-03-31	$5,875,902	67,230	-1.5%	Shares	Sole	2022-05-13
2021-12-31	$6,700,303	68,259	0.0%	Shares	Sole	2022-02-04
2021-09-30	$6,642,283	68,259	+1.1%	Shares	Sole	2021-11-10
2021-06-30	$6,193,476	67,548	-2.4%	Shares	Sole	2021-07-29
2021-03-31	$5,376,479	69,231	-1.1%	Shares	Sole	2021-04-29
2020-12-31	$4,795,044	69,970	-2.2%	Shares	Sole	2021-02-04
2020-09-30	$3,459,297	71,547	+1.2%	Shares	Sole	2020-10-20
2020-06-30	$3,413,409	70,671	+2.9%	Shares	Sole	2020-08-12
2020-03-31	$2,334,746	68,669	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.