Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,281,841
+$2,541,950 QoQ
Shares Held
49,186
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#553
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026HOEY INVESTMENTS, INC holds $24,306,002 across 6 Capital Markets names. MS ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,851 | $14,008,485 | |
| 2 | MS |
Morgan Stanley
This page
|
49,186 | $10,281,841 | |
| 3 | BMNR |
Bitmine Immersion Technologies, Inc.
|
850 | $11,313 | |
| 4 | SCHW |
Schwab Charles Corp
|
39 | $3,598 | |
| 5 | HIVE |
HIVE Digital Technologies Ltd.
|
144 | $524 | |
| 6 | BTCS |
BTCS Inc.
|
218 | $241 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,281,841 | 49,186 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,739,891 | 47,031 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,140,105 | 45,852 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,471,420 | 40,711 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,080,115 | 36,065 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,179,374 | 27,251 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,892,416 | 30,961 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,050,296 | 19,669 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,911,630 | 19,669 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,914,743 | 20,335 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,934,937 | 20,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,353,892 | 28,822 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,604,529 | 30,498 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $2,806,175 | 31,961 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $2,367,977 | 27,852 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,494,898 | 31,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,351,053 | 17,763 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,499,434 | 17,156 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $734,923 | 7,487 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $709,097 | 7,287 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $989,060 | 10,787 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,568,654 | 20,199 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $905,966 | 13,220 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||