Alley Investment Management Company, LLC
Position in MS — Morgan Stanley
CIK 1917618
LAKE FOREST, IL
Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,648,848
+$2,485,736 QoQ
Shares Held
65,293
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#490
of 2,723 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alley Investment Management Company, LLC holds $13,648,848 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
65,293 | $13,648,848 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,648,848 | 65,293 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,163,112 | 67,832 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,166,841 | 68,534 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,123,226 | 69,975 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,731,735 | 69,088 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,288,258 | 62,469 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,488,958 | 35,706 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,756,705 | 36,039 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,502,630 | 36,039 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,393,432 | 36,039 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,360,636 | 36,039 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,943,305 | 36,039 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,077,730 | 36,039 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,164,224 | 36,039 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,064,035 | 36,039 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $202,243 | 2,314 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||