Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$885,284
+$204,788 QoQ
Shares Held
4,235
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,476
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026Claro Advisors Inc. holds $3,229,366 across 7 Capital Markets names. MS ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,235 | $885,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
561 | $567,378 | |
| 3 | LAZ |
Lazard, Inc.
|
11,951 | $501,224 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,160 | $476,113 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,649 | $368,008 | |
| 6 | PJT |
PJT Partners Inc.
|
1,487 | $224,447 | |
| 7 | EVR |
Evercore Inc.
|
606 | $206,912 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,284 | 4,235 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $680,496 | 4,135 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $701,953 | 3,954 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $630,594 | 3,967 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $538,930 | 3,826 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $712,037 | 6,103 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $835,660 | 6,647 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $833,294 | 7,994 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $756,235 | 7,781 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $659,120 | 7,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $626,080 | 6,714 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $611,299 | 7,485 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $613,342 | 7,182 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $590,806 | 6,729 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $496,686 | 5,842 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $434,080 | 5,494 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $417,873 | 5,494 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $196,038 | 2,243 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $220,172 | 2,243 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||