Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,569,054
+$268,129 QoQ
Shares Held
7,506
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,190
of 2,722 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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Operose Advisors LLC holds $4,770,205 across 6 Capital Markets names. MS ranks #2 (32.9% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,569,054 | 7,506 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,300,925 | 7,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,350,470 | 7,607 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,209,208 | 7,607 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,071,522 | 7,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $887,508 | 7,607 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $924,922 | 7,357 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $822,245 | 7,888 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $766,634 | 7,888 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $742,734 | 7,888 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $353,231 | 3,788 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $365,064 | 4,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $299,839 | 3,511 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $285,964 | 3,257 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $181,007 | 2,129 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $185,989 | 2,354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $179,045 | 2,354 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $205,739 | 2,354 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $208,491 | 2,124 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||