C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in MS — Morgan Stanley
CIK 1965756
Westlake, OH
Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$422,260
-$102,389 QoQ
Shares Held
2,020
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,902
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $2,230,919 across 4 Capital Markets names. MS ranks #2 (18.9% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,260 | 2,020 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $524,649 | 3,188 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $568,273 | 3,201 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,266,275 | 7,966 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,127,725 | 8,006 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $1,059,596 | 9,082 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,021,977 | 8,129 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $842,154 | 8,079 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $657,976 | 6,770 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $890,847 | 9,461 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $763,717 | 8,190 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $711,019 | 8,706 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $680,296 | 7,966 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $283,945 | 3,234 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $290,768 | 3,420 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||