OPPENHEIMER & CO INC

Position in MS — Morgan Stanley

CIK 822581 NEW YORK, NY

Position in MS

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$9,516,753

-$4,213,594 QoQ

Shares Held

57,828

-25.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

OPPENHEIMER & CO INC holds $92,820,777 across 16 Capital Markets names. MS ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	63,621	$53,822,729
2	MS	Morgan Stanley This page	57,828	$9,516,753
3	SCHW	Schwab Charles Corp	83,674	$7,863,682
4	JEF	Jefferies Financial Group Inc.	161,541	$6,666,797
5	HOOD	Robinhood Markets, Inc.	69,494	$4,815,934
6	WULF	Terawulf Inc.	203,672	$2,938,986
7	IBKR	Interactive Brokers Group, Inc.	34,396	$2,306,939
8	IREN	IREN Ltd	40,012	$1,371,611

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,516,753	57,828	-25.2%	Shares	Sole	2026-04-24
2025-12-31	$13,730,347	77,341	+18.5%	Shares	Sole	2026-02-02
2025-09-30	$10,375,478	65,271	-29.0%	Shares	Sole	2025-11-06
2025-06-30	$12,943,202	91,887	+10.2%	Shares	Sole	2025-07-31
2025-03-31	$9,729,461	83,393	-30.2%	Shares	Sole	2025-04-23
2024-12-31	$15,028,945	119,543	-3.2%	Shares	Sole	2025-02-05
2024-09-30	$12,879,164	123,553	-7.0%	Shares	Sole	2024-11-05
2024-06-30	$12,911,108	132,844	+1.6%	Shares	Sole	2024-08-08
2024-03-31	$12,314,244	130,780	-11.9%	Shares	Sole	2024-05-07
2023-12-31	$13,842,309	148,443	+4.5%	Shares	Sole	2024-02-13
2023-09-30	$11,602,366	142,064	-16.9%	Shares	Sole	2023-11-08
2023-06-30	$14,591,700	170,863	+4.0%	Shares	Sole	2023-08-03
2023-03-31	$14,431,598	164,369	+17.2%	Shares	Sole	2023-05-10
2022-12-31	$11,920,909	140,213	-1.0%	Shares	Sole	2023-02-08
2022-09-30	$11,194,531	141,685	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$10,528,909	138,429	+38.5%	Shares	Sole	2022-08-08
2022-03-31	$8,737,815	99,975	+45.2%	Shares	Sole	2022-05-12
2021-12-31	$6,757,727	68,844	+9.0%	Shares	Sole	2022-02-02
2021-09-30	$6,147,364	63,173	-6.6%	Shares	Sole	2021-11-12
2021-06-30	$6,202,645	67,648	-1.8%	Shares	Sole	2021-08-03
2021-03-31	$5,348,211	68,867	-13.6%	Shares	Sole	2021-05-10
2020-12-31	$5,459,305	79,663	+4.2%	Shares	Sole	2021-02-11
2020-09-30	$3,697,904	76,482	-0.7%	Shares	Sole	2020-11-13
2020-06-30	$3,721,901	77,058	-11.7%	Shares	Sole	2020-08-11
2020-03-31	$2,967,112	87,268	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.