SeaCrest Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1728121 PURCHASE, NY

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$773,448

+$100,357 QoQ

Shares Held

3,700

-9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,556

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $2,767,962 across 5 Capital Markets names. MS ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	897	$907,198
2	MS	Morgan Stanley This page	3,700	$773,448
3	HOOD	Robinhood Markets, Inc.	5,480	$549,534
4	SCHW	Schwab Charles Corp	3,193	$294,618
5	PJT	PJT Partners Inc.	1,611	$243,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$773,448	3,700	-9.5%	Shares	Sole	2026-07-09
2026-03-31	$673,091	4,090	-13.4%	Shares	Sole	2026-04-15
2025-12-31	$838,829	4,725	+4.1%	Shares	Sole	2026-01-12
2025-09-30	$721,678	4,540	-32.8%	Shares	Sole	2025-11-13
2025-06-30	$951,791	6,757	-55.4%	Shares	Sole	2025-07-11
2025-03-31	$1,766,967	15,145	-6.4%	Shares	Sole	2025-04-11
2024-12-31	$2,034,903	16,186	+0.9%	Shares	Sole	2025-01-14
2024-09-30	$1,671,905	16,039	+5.0%	Shares	Sole	2024-10-16
2024-06-30	$1,483,994	15,269	+0.8%	Shares	Sole	2024-07-22
2024-03-31	$1,425,770	15,142	-6.6%	Shares	Sole	2024-04-18
2023-12-31	$1,511,116	16,205	+4.9%	Shares	Sole	2024-01-18
2023-09-30	$1,261,066	15,441	+0.5%	Shares	Sole	2023-10-12
2023-06-30	$1,311,914	15,362	-1.3%	Shares	Sole	2023-07-14
2023-03-31	$1,365,992	15,558	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$1,295,619	15,239	+6.8%	Shares	Sole	2023-02-14
2022-09-30	$1,127,393	14,269	-0.4%	Shares	Sole	2022-11-15
2022-06-30	$1,089,331	14,322	+5.6%	Shares	Sole	2022-08-09
2022-03-31	$1,185,318	13,562	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$1,298,166	13,225	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$1,302,397	13,384	-1.2%	Shares	Sole	2021-11-16
2021-06-30	$1,241,665	13,542	+5.1%	Shares	Sole	2021-08-12
2021-03-31	$1,000,338	12,881	+8.9%	Shares	Sole	2021-05-17
2020-12-31	$810,846	11,832	-2.4%	Shares	Sole	2021-02-09
2020-09-30	$586,243	12,125	-3.2%	Shares	Sole	2020-11-12
2020-06-30	$604,812	12,522	-1.1%	Shares	Sole	2020-07-27
2020-03-31	$430,270	12,655	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.