Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$211,339
+$44,959 QoQ
Shares Held
1,011
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,374
of 2,723 holders
Holding Since
Dec 2021
19 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 Dec 31, 2022CallValue
$98,283
CallShares
1,156
PutValue
$0
PutShares
0
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 Jun 30, 2026Paladin Advisory Group, LLC holds $452,797 across 3 Capital Markets names. MS ranks #2 (46.7% of the industry book) .
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,339 | 1,011 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $166,380 | 1,011 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $205,224 | 1,156 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $183,757 | 1,156 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $162,834 | 1,156 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $134,870 | 1,156 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $145,332 | 1,156 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $120,501 | 1,156 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $112,351 | 1,156 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $108,848 | 1,156 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $107,797 | 1,156 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $94,410 | 1,156 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $98,722 | 1,156 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $101,496 | 1,156 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $98,283 | 1,156 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $91,335 | 1,156 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $113,177 | 1,488 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $130,051 | 1,488 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $155,878 | 1,588 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||