Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,855,068
+$475,057 QoQ
Shares Held
13,658
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#299
of 1,108 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2024CallValue
$777,520
CallShares
8,000
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 Jun 30, 2026Avestar Capital, LLC holds $8,884,009 across 7 Capital Markets names. MS ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,084 | $3,119,065 | |
| 2 | MS |
Morgan Stanley
This page
|
13,658 | $2,855,068 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,744 | $1,175,888 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,744 | $1,077,408 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,199 | $365,480 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
40,000 | $145,600 | |
| 7 | CLSK |
Cleanspark, Inc.
|
10,000 | $145,500 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,068 | 13,658 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,380,011 | 14,462 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,562,645 | 14,435 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,369,775 | 14,908 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,776,632 | 19,712 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,988,873 | 17,047 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,670,818 | 13,290 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,377,010 | 13,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $777,520 | 8,000 | Call | Sole | 2024-08-08 | |
| 2024-06-30 | $1,240,047 | 12,759 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,034,253 | 10,984 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $141,240 | 1,500 | Call | Sole | 2024-05-10 | |
| 2023-12-31 | $444,802 | 4,770 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $260,118 | 3,185 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $227,420 | 2,663 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,203 | 2,303 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $611,800 | 7,000 | Put | Sole | 2022-04-26 | |
| 2021-12-31 | $785,280 | 8,000 | Put | Sole | 2022-02-01 | |
| 2021-06-30 | $1,030,778 | 11,242 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $557,288 | 7,176 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $312,839 | 4,565 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||