Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,474,777
+$386,641 QoQ
Shares Held
7,055
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,218
of 2,723 holders
Holding Since
Mar 2022
18 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, 2026Cooper Financial Group holds $5,959,338 across 6 Capital Markets names. MS ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,668 | $2,698,335 | |
| 2 | MS |
Morgan Stanley
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|
7,055 | $1,474,777 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,739 | $990,887 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
6,991 | $349,410 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,329 | $233,552 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,440 | $212,377 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,777 | 7,055 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,088,136 | 6,612 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,102,106 | 6,208 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $847,097 | 5,329 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $711,202 | 5,049 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $586,500 | 5,027 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $473,712 | 3,768 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $350,350 | 3,361 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $606,076 | 6,236 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $813,636 | 8,641 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $764,090 | 8,194 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $612,443 | 7,499 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $642,122 | 7,519 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $620,921 | 7,072 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $551,609 | 6,488 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $473,822 | 5,997 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $434,682 | 5,715 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $256,781 | 2,938 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||