TOWNSQUARE CAPITAL LLC

Position in MS — Morgan Stanley

CIK 1761755 Lehi, UT

Position in MS

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

Position Value

$2,000,303

+$429,484 QoQ

Shares Held

9,569

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,074

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TOWNSQUARE CAPITAL LLC holds $6,461,924 across 5 Capital Markets names. MS ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	9,569	$2,000,303
2	IBKR	Interactive Brokers Group, Inc.	19,170	$1,668,556
3	LPLA	LPL Financial Holdings Inc.	4,479	$1,261,643
4	SCHW	Schwab Charles Corp	8,508	$785,032
5	GS	Goldman Sachs Group Inc	738	$746,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,000,303	9,569	+0.3%	Shares	Other	2026-08-14
2026-03-31	$1,570,819	9,545	+2.7%	Shares	Other	2026-05-13
2025-12-31	$1,650,140	9,295	-33.5%	Shares	Other	2026-02-11
2025-09-30	$2,221,146	13,973	-23.2%	Shares	Other	2025-11-03
2025-06-30	$2,561,678	18,186	-79.5%	Shares	Sole	2025-08-13
2025-03-31	$10,358,750	88,787	+8.4%	Shares	Sole	2025-05-12
2024-12-31	$10,301,971	81,944	+10.9%	Shares	Other	2025-02-13
2024-09-30	$7,700,409	73,872	+9.3%	Shares	Other	2024-11-13
2024-06-30	$6,567,022	67,569	+7.4%	Shares	Other	2024-08-14
2024-03-31	$5,921,246	62,885	+7.8%	Shares	Other	2024-05-15
2023-12-31	$5,437,589	58,312	+1.1%	Shares	Other	2024-02-15
2023-09-30	$4,711,945	57,695	+1.4%	Shares	Other	2023-11-15
2023-06-30	$4,861,218	56,923	+16.0%	Shares	Other	2023-11-13
2023-03-31	$4,307,818	49,064	+5.7%	Shares	Other	2023-05-11
2022-12-31	$3,945,437	46,406	+7.2%	Shares	Other	2023-02-13
2022-09-30	$3,419,392	43,278	-16.0%	Shares	Sole	2022-11-14
2022-06-30	$3,916,555	51,493	+2.0%	Shares	Sole	2022-08-08
2022-03-31	$4,412,736	50,489	+11.9%	Shares	Sole	2022-04-28
2021-12-31	$4,429,174	45,122	+10.8%	Shares	Sole	2022-02-11
2021-09-30	$3,963,628	40,732	+14.7%	Shares	Sole	2021-11-15
2021-06-30	$3,256,551	35,517	+28.8%	Shares	Sole	2021-08-16
2021-03-31	$2,141,783	27,579	+10.9%	Shares	Sole	2021-05-17
2020-12-31	$1,704,957	24,879	+25.7%	Shares	Sole	2021-02-16
2020-09-30	$956,652	19,786	-9.6%	Shares	Sole	2020-12-01
2020-06-30	$1,057,045	21,885	+22.6%	Shares	Sole	2020-08-17
2020-03-31	$606,900	17,850	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.