Miller Global Investments, LLC

Position in MS — Morgan Stanley

CIK 2099097 DALLAS, TX

Position in MS

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$143,401

+$68,851 QoQ

Shares Held

686

+51.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,473

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Miller Global Investments, LLC holds $1,244,742 across 4 Capital Markets names. MS ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	9,470	$857,508
2	GS	Goldman Sachs Group Inc	241	$243,740
3	MS	Morgan Stanley This page	686	$143,401
4	BMNR	Bitmine Immersion Technologies, Inc.	7	$93

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,401	686	+51.4%	Shares	Sole	2026-07-01
2026-03-31	$74,550	453	—	Shares	Sole	2026-04-06
No filing history on record for this holder in this stock.