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CERTUITY, LLC

Position in MS — Morgan Stanley

CIK 1800752 NORTH PALM BEACH, FL

Position in MS

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$33,750,344
-$2,543,534 QoQ
Shares Held
205,082
+0.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

CERTUITY, LLC holds $41,771,637 across 8 Capital Markets names. MS ranks #1 (80.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
This page
205,082 $33,750,344

All Filings in MS

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21 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $33,750,344 205,082
2025-12-31 $36,293,878 204,438
2025-09-30 $32,396,683 203,804
2025-06-30 $28,631,344 203,261
2025-03-31 $23,706,877 203,196
2024-12-31 $25,536,372 203,121
2024-09-30 $21,105,368 202,469
2024-06-30 $19,626,159 201,936
2024-03-31 $19,138,114 203,251
2023-12-31 $18,946,348 203,178
2023-09-30 $16,529,681 202,396
2023-06-30 $21,509,698 251,870
2023-03-31 $22,107,249 251,791
2022-12-31 $23,740,049 279,229
2022-06-30 $431,336 5,671
2022-03-31 $534,888 6,120
2021-12-31 $505,720 5,152
2021-09-30 $579,772 5,958
2021-06-30 $460,375 5,021
2021-03-31 $272,508 3,509
2020-12-31 $223,270 3,258