Position in MS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$960,759
-$23,112 QoQ
Shares Held
5,838
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $6,306,610 across 7 Capital Markets names. MS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
9,031 | $2,695,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,397 | $1,181,848 | |
| 3 | MS |
Morgan Stanley
This page
|
5,838 | $960,759 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,414 | $425,373 | |
| 5 | PIPR |
Piper Sandler Companies
|
4,670 | $357,488 | |
| 6 | MC |
Moelis & Co
|
6,263 | $356,991 | |
| 7 | OPY |
Oppenheimer Holdings Inc
|
3,681 | $328,308 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $960,759 | 5,838 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $983,871 | 5,542 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $658,094 | 4,140 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $571,046 | 4,054 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $516,381 | 4,426 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $554,173 | 4,408 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $451,463 | 4,331 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $328,890 | 3,384 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $339,635 | 3,607 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $219,603 | 2,355 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $226,225 | 2,770 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $278,318 | 3,259 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $285,964 | 3,257 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $276,655 | 3,254 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $256,624 | 3,248 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $211,979 | 2,787 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $274,086 | 3,136 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $310,087 | 3,159 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||