RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in MS — Morgan Stanley

CIK 749044 WEST HARTFORD, CT

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$295,791

+$62,925 QoQ

Shares Held

1,415

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,145

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $2,012,814 across 3 Capital Markets names. MS ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	7,704	$1,033,337
2	GS	Goldman Sachs Group Inc	676	$683,686
3	MS	Morgan Stanley This page	1,415	$295,791

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,791	1,415	0.0%	Shares	Sole	2026-08-14
2026-03-31	$232,866	1,415	0.0%	Shares	Sole	2026-05-15
2025-12-31	$251,204	1,415	0.0%	Shares	Sole	2026-02-13
2025-09-30	$224,928	1,415	0.0%	Shares	Sole	2025-11-14
2025-06-30	$199,316	1,415	0.0%	Shares	Sole	2025-08-15
2025-03-31	$165,088	1,415	+16.5%	Shares	Sole	2025-05-16
2024-12-31	$152,749	1,215	0.0%	Shares	Sole	2025-02-14
2024-09-30	$126,651	1,215	0.0%	Shares	Sole	2024-11-15
2024-06-30	$118,085	1,215	0.0%	Shares	Sole	2024-08-14
2024-03-31	$114,404	1,215	0.0%	Shares	Sole	2024-05-15
2023-12-31	$113,298	1,215	0.0%	Shares	Sole	2024-02-14
2023-09-30	$99,229	1,215	0.0%	Shares	Sole	2023-11-16
2023-06-30	$103,761	1,215	+65.5%	Shares	Sole	2023-08-16
2023-03-31	$98	734	-33.8%	Shares	Sole	2023-05-11
2022-12-31	$94,287	1,109	0.0%	Shares	Sole	2023-02-08
2022-09-30	$87,622	1,109	0.0%	Shares	Sole	2022-11-15
2022-06-30	$84,350	1,109	0.0%	Shares	Sole	2022-08-10
2022-03-31	$96,926	1,109	0.0%	Shares	Sole	2022-05-20
2021-12-31	$108,859	1,109	0.0%	Shares	Sole	2022-02-04
2021-09-30	$107,916	1,109	0.0%	Shares	Sole	2021-11-12
2021-06-30	$101,684	1,109	0.0%	Shares	Sole	2021-08-10
2021-03-31	$86,124	1,109	+3.1%	Shares	Sole	2021-05-13
2020-12-31	$73,738	1,076	0.0%	Shares	Sole	2021-02-16
2020-09-30	$52,024	1,076	-37.7%	Shares	Sole	2020-11-12
2020-06-30	$83,365	1,726	+0.1%	Shares	Sole	2020-08-11
2020-03-31	$58,650	1,725	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.