Position in MS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,649,743
+$347,172 QoQ
Shares Held
7,892
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#209
of 609 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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CX Institutional holds $39,632,272 across 18 Capital Markets names. MS ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
131,640 | $12,146,422 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,361 | $11,490,174 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
56,042 | $4,877,895 | |
| 4 | EVR |
Evercore Inc.
|
11,612 | $3,964,801 | |
| 5 | LAZ |
Lazard, Inc.
|
83,677 | $3,509,413 | |
| 6 | MS |
Morgan Stanley
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|
7,892 | $1,649,743 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,319 | $633,669 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
13,276 | $363,496 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,649,743 | 7,892 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,302,571 | 7,915 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,474,741 | 8,307 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,327,792 | 8,353 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,103,638 | 7,835 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $882,141 | 7,561 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $955,974 | 7,604 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $744,169 | 7,139 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $641,745 | 6,603 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $582,944 | 6,191 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $570,690 | 6,120 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $660,301 | 8,085 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,567,277 | 53,481 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,458,003 | 39,385 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,027,822 | 47,375 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,201,011 | 40,514 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $245,978 | 3,234 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $393,999 | 4,508 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $418,946 | 4,268 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $406,658 | 4,179 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $395,275 | 4,311 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $308,698 | 3,975 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,281,559 | 47,885 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,769,052 | 57,271 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,442,337 | 50,566 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,345,516 | 39,574 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||