Cornerstone Advisors, LLC

Position in MS — Morgan Stanley

CIK 1775446 ASHEVILLE, NC

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$22,229,940

+$17,152,582 QoQ

Shares Held

106,343

+271.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#404

of 2,723 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cornerstone Advisors, LLC holds $83,832,802 across 5 Capital Markets names. MS ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	106,343	$22,229,940
2	GS	Goldman Sachs Group Inc	21,969	$22,218,787
3	HOOD	Robinhood Markets, Inc.	157,251	$15,769,130
4	IBKR	Interactive Brokers Group, Inc.	165,520	$14,406,860
5	TW	Tradeweb Markets Inc.	92,395	$9,208,085

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,229,940	106,343	+271.8%	Shares	Sole	2026-08-07
2025-12-31	$5,077,358	28,600	-70.0%	Shares	Sole	2026-02-13
2025-09-30	$15,132,992	95,200	0.0%	Shares	Sole	2025-11-07
2025-06-30	$13,409,872	95,200	+7.2%	Shares	Sole	2025-08-08
2025-03-31	$10,360,296	88,800	0.0%	Shares	Sole	2025-05-09
2024-12-31	$11,163,936	88,800	0.0%	Shares	Sole	2025-02-07
2024-09-30	$9,256,512	88,800	+4.7%	Shares	Sole	2024-11-08
2024-06-30	$8,241,712	84,800	-6.0%	Shares	Sole	2024-08-09
2024-03-31	$8,493,232	90,200	-5.8%	Shares	Sole	2024-05-10
2023-12-31	$8,933,350	95,800	-13.5%	Shares	Sole	2024-02-09
2023-09-30	$9,049,036	110,800	-34.9%	Shares	Sole	2023-11-09
2023-06-30	$14,526,540	170,100	0.0%	Shares	Sole	2023-08-11
2023-03-31	$14,934,780	170,100	0.0%	Shares	Sole	2023-05-15
2022-12-31	$14,461,902	170,100	0.0%	Shares	Sole	2023-02-14
2022-09-30	$13,439,601	170,100	+63.6%	Shares	Sole	2022-11-10
2022-06-30	$7,910,240	104,000	+6.1%	Shares	Sole	2022-08-12
2021-09-30	$9,536,380	98,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$8,985,620	98,000	+157.9%	Shares	Sole	2021-08-13
2021-03-31	$2,951,080	38,000	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,604,140	38,000	+90.0%	Shares	Sole	2021-02-11
2020-06-30	$966,000	20,000	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.