Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$504,622
-$4,964,329 QoQ
Shares Held
2,414
-95.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#911
of 1,506 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 57%
Shared 43%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $42,796,290 across 8 Capital Markets names. MS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
202,225 | $14,109,238 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
157,379 | $13,698,267 | |
| 3 | TW |
Tradeweb Markets Inc.
|
103,061 | $10,271,058 | |
| 4 | MC |
Moelis & Co
|
30,409 | $1,989,355 | |
| 5 | LAZ |
Lazard, Inc.
|
42,602 | $1,786,727 | |
| 6 | MS |
Morgan Stanley
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|
2,414 | $504,622 | |
| 7 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 8 | DSEEY |
Daiwa Securities Group Inc.
|
11,407 | $113,385 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,622 | 2,414 | Shares | Sole | 2026-08-05 | |
| 2024-09-30 | $5,468,951 | 52,465 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,135,325 | 52,838 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||