Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$7,609,683
+$1,231,609 QoQ
Shares Held
36,403
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#635
of 2,738 holders
Holding Since
Mar 2021
22 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, 2026Beacon Pointe Advisors, LLC holds $53,375,085 across 13 Capital Markets names. MS ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
218,376 | $20,149,553 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,297 | $18,505,036 | |
| 3 | MS |
Morgan Stanley
This page
|
36,403 | $7,609,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,546 | $2,561,752 | |
| 5 | WULF |
Terawulf Inc.
|
76,323 | $1,885,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
30,806 | $842,236 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,135 | $601,386 | |
| 8 | SNEX |
StoneX Group Inc.
|
5,190 | $410,010 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,609,683 | 36,403 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,378,074 | 38,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,448,369 | 25,057 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,795,646 | 23,878 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,538,966 | 25,124 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,681,309 | 22,982 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,067,568 | 24,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,454,722 | 33,142 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,239,148 | 33,328 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,119,897 | 33,134 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,310,028 | 56,944 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,913,348 | 60,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,306,261 | 38,715 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,884,272 | 44,240 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,481,739 | 40,952 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,049,548 | 38,597 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,054,152 | 27,007 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,123,763 | 35,741 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,410,853 | 14,373 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,636,364 | 16,816 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,363,430 | 14,870 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $292,700 | 3,769 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||