Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,079,900
+$114,533 QoQ
Shares Held
5,166
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,357
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHUFRO ROSE & CO LLC holds $1,286,219 across 2 Capital Markets names. MS ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,166 | $1,079,900 | |
| 2 | GS |
Goldman Sachs Group Inc
|
204 | $206,319 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,900 | 5,166 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $965,367 | 5,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $956,709 | 5,389 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $920,219 | 5,789 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $815,438 | 5,789 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $675,402 | 5,789 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $732,947 | 5,830 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $648,372 | 6,220 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $604,521 | 6,220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $604,507 | 6,420 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $598,665 | 6,420 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $524,321 | 6,420 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $633,668 | 7,420 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $658,061 | 7,495 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $637,224 | 7,495 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $593,523 | 7,512 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $570,069 | 7,495 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $655,063 | 7,495 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $735,709 | 7,495 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $777,993 | 7,995 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $726,184 | 7,920 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $638,365 | 8,220 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $563,316 | 8,220 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $411,942 | 8,520 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $373,842 | 7,740 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $263,160 | 7,740 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||