Cresset Asset Management, LLC

Position in MS — Morgan Stanley

CIK 1761013 Chicago, IL

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,179,526

+$2,470,922 QoQ

Shares Held

39,129

+12.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#619

of 2,734 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Financial Services · as of Jun 30, 2026

Cresset Asset Management, LLC holds $155,120,801 across 26 Capital Markets names. MS ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	445,551	$41,110,990
2	GS	Goldman Sachs Group Inc	37,388	$37,813,101
3	EVR	Evercore Inc.	41,232	$14,078,254
4	WULF	Terawulf Inc.	541,248	$13,368,825
5	HOOD	Robinhood Markets, Inc.	113,754	$11,407,251
6	MS	Morgan Stanley This page	39,129	$8,179,526
7	HUT	Hut 8 Corp.	57,695	$6,660,599
8	TW	Tradeweb Markets Inc.	47,481	$4,731,956

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,179,526	39,129	+12.8%	Shares	Sole	2026-08-14
2026-03-31	$5,708,604	34,688	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$5,724,454	32,245	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$5,089,581	32,018	+11.4%	Shares	Sole	2026-01-22
2025-06-30	$4,047,048	28,731	-31.1%	Shares	Sole	2026-01-22
2025-03-31	$4,861,988	41,673	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$5,160,554	41,048	-64.6%	Shares	Sole	2025-02-14
2024-09-30	$12,091,108	115,993	+4.9%	Shares	Defined	2024-11-14
2024-06-30	$10,749,116	110,599	+27.2%	Shares	Defined	2024-08-14
2024-03-31	$8,187,211	86,950	+21.9%	Shares	Defined	2024-05-15
2023-12-31	$6,653,294	71,349	-7.0%	Shares	Defined	2024-02-14
2023-09-30	$6,264,334	76,703	-2.4%	Shares	Defined	2023-11-14
2023-06-30	$6,710,732	78,580	+183.8%	Shares	Sole	2023-08-14
2023-03-31	$2,431,445	27,693	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$2,354,798	27,697	+10.9%	Shares	Sole	2023-02-14
2022-09-30	$1,972,642	24,967	-37.1%	Shares	Sole	2022-11-14
2022-06-30	$3,021,179	39,721	+10.4%	Shares	Sole	2022-08-15
2022-03-31	$3,143,341	35,965	-3.7%	Shares	Sole	2022-05-16
2021-12-31	$3,666,472	37,352	-7.0%	Shares	Sole	2022-02-10
2021-09-30	$3,906,607	40,146	+36.2%	Shares	Other	2021-11-15
2021-06-30	$2,703,296	29,483	-8.5%	Shares	Sole	2021-08-10
2021-03-31	$2,502,127	32,219	+46.7%	Shares	Sole	2021-05-12
2020-12-31	$1,505,398	21,967	+33.3%	Shares	Sole	2021-02-11
2020-09-30	$796,711	16,478	-19.8%	Shares	Sole	2020-11-13
2020-06-30	$992,468	20,548	+43.5%	Shares	Defined	2020-08-04
2020-03-31	$486,880	14,320	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.