CALDWELL SUTTER CAPITAL, INC.

Position in MS — Morgan Stanley

CIK 702007 SAUSALITO, CA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$193,571

+$42,332 QoQ

Shares Held

926

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,455

of 2,738 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $1,752,419 across 7 Capital Markets names. MS ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOLD	Gold.com, Inc.	34,767	$1,446,654
2	MS	Morgan Stanley This page	926	$193,571
3	GS	Goldman Sachs Group Inc	44	$44,500
4	SCHW	Schwab Charles Corp	436	$40,229
5	HOOD	Robinhood Markets, Inc.	182	$18,250
6	IBKR	Interactive Brokers Group, Inc.	60	$5,222
7	BMNR	Bitmine Immersion Technologies, Inc.	300	$3,993

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$193,571	926	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$151,239	919	-0.5%	Shares	Sole	2026-05-06
2025-12-31	$164,037	924	-3.2%	Shares	Sole	2026-01-30
2025-09-30	$151,806	955	0.0%	Shares	Sole	2025-10-29
2025-06-30	$134,521	955	-2.1%	Shares	Sole	2025-07-11
2025-03-31	$113,753	975	-6.6%	Shares	Sole	2025-04-16
2024-12-31	$131,251	1,044	+4.5%	Shares	Sole	2025-01-21
2024-09-30	$104,135	999	-2.9%	Shares	Sole	2024-10-25
2024-06-30	$100,008	1,029	-1.4%	Shares	Sole	2024-07-23
2024-03-31	$98,303	1,044	0.0%	Shares	Sole	2024-04-19
2023-12-31	$97,353	1,044	+12.4%	Shares	Sole	2024-01-19
2023-09-30	$75,871	929	-4.1%	Shares	Sole	2023-10-25
2023-06-30	$82,752	969	+340.5%	Shares	Sole	2023-07-19
2023-03-31	$19,316	220	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.