Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,988
New position
Shares Held
220
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,576
of 2,722 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Highland Investment Advisors LLC holds $52,948 across 7 Capital Markets names. MS ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
220 | $45,988 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3 | $3,034 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
42 | $2,630 | |
| 4 | NMR |
Nomura Holdings Inc
|
64 | $561 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2 | $200 | |
| 7 | FUTU |
Futu Holdings Ltd
|
2 | $187 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,988 | 220 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||