Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,958,267
+$1,299,126 QoQ
Shares Held
28,503
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#690
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, 2026Mayflower Financial Advisors, LLC holds $159,569,858 across 8 Capital Markets names. MS ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
1,122,126 | $150,510,760 | |
| 2 | MS |
Morgan Stanley
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|
28,503 | $5,958,267 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,735 | $1,754,726 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,870 | $541,624 | |
| 5 | WULF |
Terawulf Inc.
|
10,000 | $247,000 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,225 | $223,123 | |
| 7 | IREN |
IREN Ltd
|
4,485 | $205,099 | |
| 8 | NMR |
Nomura Holdings Inc
|
14,722 | $129,259 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,958,267 | 28,503 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,659,141 | 28,311 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,623,644 | 37,310 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,922,372 | 37,257 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,397,191 | 38,316 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,461,227 | 38,238 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,805,772 | 38,226 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,069,008 | 39,035 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,782,829 | 38,922 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,719,320 | 39,500 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,797,046 | 40,719 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,475,711 | 42,558 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,652,301 | 42,767 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,758,981 | 42,813 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,638,345 | 42,794 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,547,153 | 44,895 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,287,008 | 43,216 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,950,567 | 45,201 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,391,187 | 44,735 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,308,789 | 44,279 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,041,053 | 44,073 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,994,697 | 25,685 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $385,892 | 5,631 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||