FLAGSHIP HARBOR ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1691766 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$997,538

-$361,316 QoQ

Shares Held

4,772

-42.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,403

of 2,723 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $4,357,037 across 5 Capital Markets names. MS ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,819	$1,839,682
2	MS	Morgan Stanley This page	4,772	$997,538
3	EVR	Evercore Inc.	2,325	$793,848
4	HOOD	Robinhood Markets, Inc.	5,217	$523,160
5	SCHW	Schwab Charles Corp	2,198	$202,809

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,538	4,772	-42.2%	Shares	Sole	2026-07-22
2026-03-31	$1,358,854	8,257	+75.4%	Shares	Sole	2026-04-28
2025-12-31	$835,811	4,708	-8.6%	Shares	Sole	2026-01-21
2025-09-30	$818,644	5,150	+12.8%	Shares	Sole	2025-11-05
2025-06-30	$643,307	4,567	+1.9%	Shares	Sole	2025-08-04
2025-03-31	$522,681	4,480	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$542,104	4,312	-25.7%	Shares	Sole	2025-01-21
2024-09-30	$604,800	5,802	+7.6%	Shares	Sole	2024-10-21
2024-06-30	$523,951	5,391	+78.7%	Shares	Sole	2025-12-02
2022-09-30	$238,373	3,017	-22.3%	Shares	Sole	2022-10-13
2022-06-30	$295,188	3,881	+11.1%	Shares	Sole	2022-07-13
2022-03-31	$305,288	3,493	+427.6%	Shares	Sole	2022-04-13
2020-09-30	$32,007	662	-59.9%	Shares	Sole	2020-10-13
2020-06-30	$79,695	1,650	+92.1%	Shares	Sole	2020-07-31
2020-03-31	$29,206	859	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.