Myriad Asset Management Advisors LLC
Position in MS — Morgan Stanley
CIK 2069031
WEST PALM BEACH, FL
Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,036,657
+$2,041,392 QoQ
Shares Held
28,878
+19.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#688
of 2,723 holders
Holding Since
Dec 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 Jun 30, 2026Myriad Asset Management Advisors LLC holds $11,429,281 across 2 Capital Markets names. MS ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
28,878 | $6,036,657 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,332 | $5,392,624 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,036,657 | 28,878 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,995,265 | 24,277 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,063,155 | 28,520 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||