Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,504,878
+$395,348 QoQ
Shares Held
7,199
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,214
of 2,736 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $15,012,066 across 42 Capital Markets names. MS ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,807 | $7,895,765 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23,224 | $2,328,902 | |
| 3 | MS |
Morgan Stanley
This page
|
7,199 | $1,504,878 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,488 | $967,727 | |
| 5 | SNEX |
StoneX Group Inc.
|
5,980 | $472,459 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,288 | $327,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
14,298 | $198,599 | |
| 8 | PIPR |
Piper Sandler Companies
|
2,432 | $175,930 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,878 | 7,199 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,109,530 | 6,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $803,678 | 4,527 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $640,131 | 4,027 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $442,582 | 3,142 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $354,326 | 3,037 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $337,306 | 2,683 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $275,714 | 2,645 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $267,078 | 2,748 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,514 | 2,703 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $220,256 | 2,362 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $174,528 | 2,137 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $187,026 | 2,190 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $196,233 | 2,235 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $233,209 | 2,743 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $188,754 | 2,389 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $181,707 | 2,389 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $292,026 | 2,975 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,256,369 | 12,911 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $751,399 | 8,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $557,443 | 7,178 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||