Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,480,713
-$36,628,681 QoQ
Shares Held
57,609
-82.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Prana Capital Management, LP holds $178,829,596 across 13 Capital Markets names. MS ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
247,123 | $74,342,012 | |
| 2 | SF |
Stifel Financial Corp
|
424,078 | $31,347,845 | |
| 3 | TW |
Tradeweb Markets Inc.
|
114,509 | $13,473,128 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
258,581 | $10,671,637 | |
| 5 | MC |
Moelis & Co
|
181,247 | $10,331,079 | |
| 6 | EVR |
Evercore Inc.
|
34,376 | $10,261,579 | |
| 7 | MS |
Morgan Stanley
This page
|
57,609 | $9,480,713 | |
| 8 | LAZ |
Lazard, Inc.
|
132,030 | $5,608,634 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,480,713 | 57,609 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $46,109,394 | 327,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,205,565 | 284,611 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $10,093,390 | 132,703 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $11,698,089 | 241,946 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $3,026,476 | 89,014 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||