Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$519,053
-$183,610 QoQ
Shares Held
3,154
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$9,416
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Perennial Investment Advisors, LLC holds $2,277,618 across 6 Capital Markets names. MS ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,027 | $868,831 | |
| 2 | MS |
Morgan Stanley
This page
|
3,154 | $519,053 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,949 | $371,127 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
853 | $256,607 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
20,750 | $256,470 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
10,000 | $5,530 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $519,053 | 3,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $702,663 | 3,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $684,799 | 4,308 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $656,971 | 4,664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $679,836 | 5,827 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,892 | 2,107 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,027 | 2,082 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $193,592 | 2,056 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $9,416 | 100 | Put | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||