McIlrath & Eck, LLC

Position in MS — Morgan Stanley

CIK 1701714 ARLINGTON, WA

Position in MS

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$98,248

+$7,176 QoQ

Shares Held

597

+16.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

McIlrath & Eck, LLC holds $394,219 across 5 Capital Markets names. MS ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	190	$160,738
2	MS	Morgan Stanley This page	597	$98,248
3	OPY	Oppenheimer Holdings Inc	1,101	$98,198
4	SCHW	Schwab Charles Corp	322	$30,261
5	IBKR	Interactive Brokers Group, Inc.	101	$6,774

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$98,248	597	+16.4%	Shares	Sole	2026-05-19
2025-12-31	$91,072	513	+1873.1%	Shares	Sole	2026-02-03
2025-09-30	$4,132	26	-25.7%	Shares	Sole	2025-10-22
2025-06-30	$4,930	35	0.0%	Shares	Sole	2025-08-14
2025-03-31	$4,083	35	0.0%	Shares	Sole	2025-05-16
2024-12-31	$4,400	35	0.0%	Shares	Sole	2025-02-18
2024-09-30	$3,648	35	-50.0%	Shares	Sole	2024-11-19
2024-06-30	$6,803	70	0.0%	Shares	Sole	2024-08-14
2024-03-31	$6,591	70	0.0%	Shares	Sole	2024-05-10
2023-12-31	$6,527	70	0.0%	Shares	Sole	2024-02-06
2023-09-30	$5,716	70	0.0%	Shares	Sole	2023-11-16
2023-06-30	$5,978	70	+204.3%	Shares	Sole	2023-08-07
2023-03-31	$2,019	23	-98.0%	Shares	Sole	2023-05-09
2022-12-31	$99,473	1,170	0.0%	Shares	Sole	2023-02-15
2022-09-30	$92,441	1,170	0.0%	Shares	Sole	2022-10-18
2022-06-30	$88,990	1,170	+11.3%	Shares	Sole	2022-07-29
2022-03-31	$91,857	1,051	0.0%	Shares	Sole	2022-05-11
2021-12-31	$103,166	1,051	+8.4%	Shares	Sole	2022-02-08
2021-09-30	$94,390	970	0.0%	Shares	Sole	2021-11-12
2021-06-30	$88,939	970	+80.3%	Shares	Sole	2021-08-09
2021-03-31	$41,781	538	+37.9%	Shares	Sole	2021-05-12
2020-12-31	$26,726	390	0.0%	Shares	Sole	2021-02-05
2020-09-30	$18,856	390	-20.4%	Shares	Sole	2020-11-13
2020-06-30	$23,667	490	0.0%	Shares	Sole	2020-08-04
2020-03-31	$16,660	490	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.