CAPITAL ADVISORS INC/OK

Position in MS — Morgan Stanley

CIK 860828 TULSA, OK

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$104,787,571

+$20,949,854 QoQ

Shares Held

501,280

-1.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#173

of 2,723 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CAPITAL ADVISORS INC/OK holds $109,008,038 across 4 Capital Markets names. MS ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	501,280	$104,787,571
2	SCHW	Schwab Charles Corp	30,710	$2,833,611
3	GS	Goldman Sachs Group Inc	787	$795,948
4	MARA	MARA Holdings, Inc.	42,542	$590,908

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,787,571	501,280	-1.6%	Shares	Sole	2026-07-23
2026-03-31	$83,837,717	509,435	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$89,982,678	506,859	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$80,758,515	508,043	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$70,917,516	503,461	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$58,698,777	503,118	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$61,827,335	491,786	+1.4%	Shares	Sole	2025-01-29
2024-09-30	$50,537,741	484,821	+2.6%	Shares	Sole	2024-10-28
2024-06-30	$45,944,531	472,729	+1.9%	Shares	Sole	2024-07-31
2024-03-31	$43,696,454	464,066	-20.2%	Shares	Sole	2024-04-29
2023-12-31	$54,256,300	581,837	+41.3%	Shares	Sole	2024-01-29
2023-09-30	$33,631,869	411,802	+8207.5%	Shares	Sole	2023-10-24
2023-06-30	$423,327	4,957	+51.6%	Shares	Sole	2023-07-18
2023-03-31	$287,106	3,270	-0.3%	Shares	Sole	2023-04-19
2022-12-31	$278,865	3,280	+1.5%	Shares	Sole	2023-01-17
2022-09-30	$255,202	3,230	+0.0%	Shares	Sole	2022-10-17
2022-06-30	$245,597	3,229	+20.6%	Shares	Sole	2022-07-15
2022-03-31	$234,057	2,678	+9.0%	Shares	Sole	2022-05-05
2021-09-30	$238,993	2,456	+11.6%	Shares	Sole	2021-10-25
2021-06-30	$201,809	2,201	-36.9%	Shares	Sole	2021-08-02
2021-03-31	$270,800	3,487	+0.0%	Shares	Sole	2021-05-25
2020-12-31	$238,895	3,486	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.