Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$386,514
+$313,610 QoQ
Shares Held
1,849
+317.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,977
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $466,911 across 4 Capital Markets names. MS ranks #1 (82.8% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,514 | 1,849 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,904 | 443 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $78,645 | 443 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $70,419 | 443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,400 | 443 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $51,684 | 443 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $55,693 | 443 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $46,178 | 443 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $43,055 | 443 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $41,712 | 443 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $41,309 | 443 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $2,613 | 32 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||