Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,686,038
+$3,749,428 QoQ
Shares Held
84,606
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#452
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. MS ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,686,038 | 84,606 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,936,610 | 84,685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,037,474 | 79,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,513,718 | 103,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,144,422 | 107,514 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,412,637 | 106,391 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,252,876 | 113,370 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,399,999 | 109,363 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,257,724 | 105,543 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,780,220 | 50,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,444,854 | 47,666 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,792,999 | 46,443 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,865,374 | 45,262 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,826,060 | 43,577 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,527,054 | 41,485 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,564,536 | 45,115 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,461,262 | 45,507 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,788,527 | 43,347 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,146,671 | 42,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,193,671 | 43,096 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,310,071 | 47,007 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,624,081 | 46,666 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,056,232 | 44,597 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,348,939 | 48,582 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,580,330 | 53,423 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,680,654 | 49,431 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||