Creative Capital Management Investments LLC
Position in MS — Morgan Stanley
CIK 1957363
SAN DIEGO, CA
Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,429
+$16,580 QoQ
Shares Held
136
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,621
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026Creative Capital Management Investments LLC holds $390,113 across 22 Capital Markets names. MS ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,235 | $224,125 | |
| 2 | GS |
Goldman Sachs Group Inc
|
95 | $96,080 | |
| 3 | MS |
Morgan Stanley
This page
|
136 | $28,429 | |
| 4 | SCHW |
Schwab Charles Corp
|
112 | $10,334 | |
| 5 | SF |
Stifel Financial Corp
|
59 | $4,116 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
14 | $3,943 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
57 | $2,848 | |
| 8 | EVR |
Evercore Inc.
|
8 | $2,731 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,429 | 136 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,849 | 72 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,782 | 72 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,445 | 72 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,141 | 72 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,400 | 72 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $9,051 | 72 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,505 | 72 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,997 | 72 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,779 | 72 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,714 | 72 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,880 | 72 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||