Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,961,592
+$3,749,898 QoQ
Shares Held
47,654
+26.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
23.19%
of 13F equity value
Holder Rank
#562
of 2,723 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,090,400
PutShares
10,000
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, 2026CYPRESS FINANCIAL PLANNING LLC holds $9,961,592 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
|
47,654 | $9,961,592 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,400 | 10,000 | Put | Sole | 2026-07-09 | |
| 2026-06-30 | $9,961,592 | 47,654 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,211,694 | 37,745 | Shares | Sole | 2026-04-15 | |
| 2026-03-31 | $1,645,700 | 10,000 | Put | Sole | 2026-04-15 | |
| 2025-12-31 | $6,696,609 | 37,721 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $17,753 | 100 | Put | Sole | 2026-01-14 | |
| 2025-09-30 | $5,995,494 | 37,717 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,312,253 | 37,713 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,166,700 | 10,000 | Put | Sole | 2025-04-09 | |
| 2025-03-31 | $4,602,748 | 39,451 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,625 | 10,000 | Put | Sole | 2025-01-14 | |
| 2024-12-31 | $4,959,402 | 39,448 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $225 | 15,000 | Put | Sole | 2024-10-07 | |
| 2024-09-30 | $4,110,704 | 39,435 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,895,375 | 40,080 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $1,457,850 | 15,000 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $3,839,656 | 40,778 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $1,633,400 | 20,000 | Put | Sole | 2023-10-11 | |
| 2023-09-30 | $3,340,139 | 40,898 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,545,551 | 41,517 | Shares | Sole | 2023-07-12 | |
| 2023-06-30 | $1,708,000 | 20,000 | Put | Sole | 2023-07-12 | |
| 2023-03-31 | $3,655,816 | 41,638 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,541,933 | 41,660 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,291,240 | 41,656 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,192,466 | 41,973 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||