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Equibles

Mutual Advisors, LLC

Position in MS — Morgan Stanley

CIK 1694080 OMAHA, NE
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,708,160
+$1,103,511 QoQ
Shares Held
17,739
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#847
of 2,738 holders
Holding Since
Dec 2020
23 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, 2026

Mutual Advisors, LLC holds $16,140,804 across 8 Capital Markets names. MS ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 7,150 $7,231,295
2 MS
Morgan Stanley
This page 		17,739 $3,708,160
3 HOOD
Robinhood Markets, Inc.
 21,437 $2,149,702
4 SCHW
Schwab Charles Corp
 14,124 $1,303,221
5 GOLD
Gold.com, Inc.
 26,903 $1,119,433
6 IBKR
Interactive Brokers Group, Inc.
 3,020 $262,860
7 EVR
Evercore Inc.
 642 $219,204
8 BMNR
Bitmine Immersion Technologies, Inc.
 11,039 $146,929

All Filings in MS

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,708,160 17,739
2026-03-31 $2,604,649 15,827
2025-12-31 $2,414,763 13,602
2025-09-30 $2,103,358 13,232
2025-06-30 $1,755,115 12,460
2025-03-31 $1,321,637 11,328
2024-12-31 $1,359,410 10,813
2024-09-30 $1,499,805 14,388
2024-06-30 $1,561,162 16,063
2024-03-31 $1,207,413 12,823
2023-12-31 $2,825,102 30,296
2023-09-30 $1,968,247 24,100
2023-06-30 $1,385,358 16,222
2023-03-31 $994,774 11,330
2022-12-31 $842,633 9,911
2022-09-30 $692,917 8,770
2022-06-30 $536,831 7,058
2022-03-31 $591,872 6,772
2021-12-31 $527,021 5,369
2021-09-30 $568,485 5,842
2021-06-30 $584,890 6,379
2021-03-31 $466,814 6,011
2020-12-31 $353,614 5,160