Position in MS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,330,861
+$1,452,285 QoQ
Shares Held
50,622
+30.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Dec 31, 2020CallValue
$137
CallShares
2
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. MS ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,330,861 | 50,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,878,576 | 38,746 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,432,315 | 40,465 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,625,243 | 39,935 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,950,074 | 42,428 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,441,915 | 43,286 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,775,259 | 36,217 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,606,428 | 37,107 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,465,464 | 36,804 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,452,674 | 37,026 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,138,413 | 38,428 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,437,435 | 40,251 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,028,046 | 34,488 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,363,560 | 39,562 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,996,533 | 37,926 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,396,346 | 31,506 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,808,773 | 32,137 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,598,197 | 26,469 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,449,098 | 25,168 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,892,939 | 20,645 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,371,708 | 17,663 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,226,275 | 17,894 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $137 | 2 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $742,993 | 15,367 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $670,259 | 13,877 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $833,136 | 24,504 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||