Emerald Investment Advisers, LLC

Position in MS — Morgan Stanley

CIK 2127823 Leola, PA

Position in MS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$10,419,749

New position

Shares Held

63,315

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Emerald Investment Advisers, LLC holds $17,578,273 across 3 Capital Markets names. MS ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	63,315	$10,419,749
2	PJT	PJT Partners Inc.	30,513	$4,263,276
3	EVR	Evercore Inc.	9,699	$2,895,248

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,419,749	63,315	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.