Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$464,695
+$96,717 QoQ
Shares Held
2,223
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,834
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026LUTS & GREENLEIGH GROUP, INC. holds $795,412 across 2 Capital Markets names. MS ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,223 | $464,695 | |
| 2 | GS |
Goldman Sachs Group Inc
|
327 | $330,717 |
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,695 | 2,223 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $367,978 | 2,236 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $398,554 | 2,245 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $356,865 | 2,245 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $310,032 | 2,201 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $258,424 | 2,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $275,201 | 2,189 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $225,054 | 2,159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $207,792 | 2,138 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||