Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in MS — Morgan Stanley
CIK 1748861
CONCORD, MA
Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$538,487
+$119,328 QoQ
Shares Held
2,576
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,747
of 2,723 holders
Holding Since
Jun 2021
20 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $3,943,919 across 6 Capital Markets names. MS ranks #3 (13.7% of the industry book) .
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,487 | 2,576 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $419,159 | 2,547 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $494,243 | 2,784 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $530,926 | 3,340 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $398,774 | 2,831 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $460,029 | 3,943 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $496,468 | 3,949 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $412,164 | 3,954 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $369,613 | 3,803 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $367,129 | 3,899 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $377,755 | 4,051 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $317,206 | 3,884 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $329,046 | 3,853 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $338,293 | 3,853 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $332,768 | 3,914 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $300,633 | 3,805 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $219,723 | 2,514 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $224,197 | 2,284 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $222,256 | 2,284 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $209,419 | 2,284 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||