Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$34,073
+$16,135 QoQ
Shares Held
163
+49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,604
of 2,723 holders
Holding Since
Mar 2020
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, 2026Bay Harbor Wealth Management, LLC holds $281,636 across 22 Capital Markets names. MS ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
1,394 | $121,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
68 | $68,773 | |
| 3 | MS |
Morgan Stanley
This page
|
163 | $34,073 | |
| 4 | SCHW |
Schwab Charles Corp
|
242 | $22,329 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
114 | $11,431 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11 | $3,098 | |
| 7 | EVR |
Evercore Inc.
|
8 | $2,731 | |
| 8 | SLNH |
Soluna Holdings, Inc
|
1,954 | $2,637 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,073 | 163 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $17,938 | 109 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $15,622 | 88 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $8,742 | 55 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $6,197 | 44 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,633 | 14 | Shares | Sole | 2025-05-12 | |
| 2022-12-31 | $75,412 | 887 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $70,318 | 890 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $78,722 | 1,035 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $90,371 | 1,034 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $101,497 | 1,034 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $98,769 | 1,015 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $95,449 | 1,041 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $80,378 | 1,035 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $87,101 | 1,271 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $62,274 | 1,288 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $60,181 | 1,246 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $34,918 | 1,027 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||