Lebenthal Global Advisors, LLC

Position in MS — Morgan Stanley

CIK 1845766 Hauppauge, NY

Position in MS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$807,102

-$222,118 QoQ

Shares Held

3,861

-38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,532

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $2,254,114 across 3 Capital Markets names. MS ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	913	$923,380
2	MS	Morgan Stanley This page	3,861	$807,102
3	SCHW	Schwab Charles Corp	5,675	$523,632

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,102	3,861	-38.3%	Shares	Defined	2026-07-30
2026-03-31	$1,029,220	6,254	+59.8%	Shares	Sole	2026-05-14
2025-12-31	$694,852	3,914	+14.7%	Shares	Defined	2026-01-28
2025-09-30	$542,212	3,411	-30.8%	Shares	Defined	2025-11-04
2025-06-30	$694,438	4,930	+4.2%	Shares	Defined	2025-08-14
2025-03-31	$551,965	4,731	+41.6%	Shares	Sole	2025-05-15
2024-12-31	$419,904	3,340	-32.4%	Shares	Sole	2025-01-22
2024-09-30	$514,737	4,938	-2.4%	Shares	Sole	2024-10-28
2024-06-30	$491,489	5,057	-17.7%	Shares	Sole	2024-07-24
2024-03-31	$578,424	6,143	+4.5%	Shares	Sole	2024-05-09
2023-12-31	$548,216	5,879	-8.1%	Shares	Sole	2024-02-07
2023-09-30	$522,524	6,398	+33.7%	Shares	Sole	2023-11-08
2023-06-30	$408,639	4,785	-8.2%	Shares	Sole	2023-08-08
2023-03-31	$457,437	5,210	-36.3%	Shares	Defined	2023-05-05
2022-12-31	$695,037	8,175	-15.7%	Shares	Sole	2023-02-07
2022-09-30	$766,633	9,703	-12.3%	Shares	Defined	2022-11-08
2022-06-30	$841,603	11,065	+69.3%	Shares	Defined	2022-08-05
2022-03-31	$571,333	6,537	+150.6%	Shares	Sole	2022-05-10
2021-12-31	$256,099	2,609	-29.9%	Shares	Sole	2022-04-15
2021-09-30	$362,382	3,724	-1.8%	Shares	Sole	2021-11-01
2021-06-30	$347,780	3,793	-4.1%	Shares	Sole	2021-08-05
2021-03-31	$307,145	3,955	-20.1%	Shares	Sole	2021-05-07
2020-12-31	$339,429	4,953	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.