Prime Capital Investment Advisors, LLC
Position in MS — Morgan Stanley
CIK 1731446
OVERLAND PARK, KS
Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,991,133
+$1,718,969 QoQ
Shares Held
33,444
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#649
of 2,721 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$28
PutShares
100
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, 2026Prime Capital Investment Advisors, LLC holds $41,359,821 across 8 Capital Markets names. MS ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
152,308 | $15,273,446 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,972 | $11,096,751 | |
| 3 | MS |
Morgan Stanley
This page
|
33,444 | $6,991,133 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
57,585 | $5,012,198 | |
| 5 | SCHW |
Schwab Charles Corp
|
19,009 | $1,753,960 | |
| 6 | BGC |
BGC Group, Inc.
|
62,133 | $664,201 | |
| 7 | IREN |
IREN Ltd
|
8,927 | $408,231 | |
| 8 | MARA |
MARA Holdings, Inc.
|
11,512 | $159,901 |
All Filings in MS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,991,133 | 33,444 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,272,164 | 32,036 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,012,763 | 33,869 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $28 | 100 | Put | Sole | 2026-01-21 | |
| 2025-09-30 | $5,485,391 | 34,508 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,757,687 | 33,776 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,840,754 | 41,491 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,434,270 | 35,271 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,969,693 | 28,489 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,034,466 | 31,222 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,045,605 | 32,345 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,773,721 | 29,745 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,490,396 | 79,471 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,676,315 | 78,177 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,656,961 | 18,872 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,409,291 | 16,576 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,133,744 | 27,006 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,767,175 | 49,529 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,975,594 | 56,929 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,641,746 | 57,475 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,459,650 | 15,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,937,294 | 64,754 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,910,336 | 50,352 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,864,838 | 27,212 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $257,705 | 5,330 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,165,289 | 44,830 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,372,716 | 40,374 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||