Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$618,124
+$209,805 QoQ
Shares Held
3,756
+63.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Catalyst Funds Management Pty Ltd holds $10,733,247 across 10 Capital Markets names. MS ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
17,080 | $5,138,176 | |
| 2 | LAZ |
Lazard, Inc.
|
43,507 | $1,848,177 | |
| 3 | TW |
Tradeweb Markets Inc.
|
10,400 | $1,223,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
11,600 | $778,012 | |
| 5 | MS |
Morgan Stanley
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|
3,756 | $618,124 | |
| 6 | SBET |
Sharplink, Inc.
|
64,000 | $412,800 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,700 | $387,774 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
23,800 | $294,168 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $618,124 | 3,756 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $408,319 | 2,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,447,984 | 15,400 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $628,600 | 5,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $145,936 | 1,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $311,008 | 3,200 | Shares | Sole | 2024-12-18 | |
| 2024-03-31 | $1,271,160 | 13,500 | Shares | Sole | 2024-12-05 | |
| No filing history on record for this holder in this stock. | ||||||