Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$596,237
-$44,823 QoQ
Shares Held
3,623
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Mill Creek Capital Advisors, LLC holds $8,196,871 across 4 Capital Markets names. MS ranks #3 (7.3% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $596,237 | 3,623 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $641,060 | 3,611 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $576,230 | 3,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $367,785 | 2,611 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $442,062 | 3,789 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $440,397 | 3,503 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $386,313 | 3,706 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $494,016 | 5,083 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $390,387 | 4,146 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $371,601 | 3,985 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $354,774 | 4,344 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $433,490 | 5,076 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $359,716 | 4,097 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,954 | 3,728 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||