Catherine Avery Investment Management LLC
Position in MS — Morgan Stanley
CIK 2103454
LONGBOAT KEY, FL
Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$811,075
+$172,544 QoQ
Shares Held
3,880
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,528
of 2,722 holders
Holding Since
Mar 2025
6 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, 2026Catherine Avery Investment Management LLC holds $821,904 across 4 Capital Markets names. MS ranks #1 (98.7% of the industry book) .
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,075 | 3,880 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $638,531 | 3,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $743,673 | 4,189 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $672,718 | 4,232 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $596,119 | 4,232 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $517,664 | 4,437 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||