Position in MS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$305,935
-$26,223 QoQ
Shares Held
1,859
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $12,240,920 across 9 Capital Markets names. MS ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,799 | $7,443,866 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
68,883 | $2,680,926 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
6,827 | $457,886 | |
| 4 | MS |
Morgan Stanley
This page
|
1,859 | $305,935 | |
| 5 | PIPR |
Piper Sandler Companies
|
3,990 | $305,434 | |
| 6 | TIGR |
UP Fintech Holding Ltd
|
45,693 | $287,865 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
896 | $269,543 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3,712 | $257,241 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $305,935 | 1,859 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $332,158 | 1,871 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $267,688 | 1,684 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||