LEE DANNER & BASS INC

Position in MS — Morgan Stanley

CIK 939219 NASHVILLE, TN

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,216,612

+$259,803 QoQ

Shares Held

5,820

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,296

of 2,723 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LEE DANNER & BASS INC holds $47,461,691 across 4 Capital Markets names. MS ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	34,795	$35,190,619
2	JEF	Jefferies Financial Group Inc.	139,811	$6,987,753
3	SCHW	Schwab Charles Corp	44,074	$4,066,707
4	MS	Morgan Stanley This page	5,820	$1,216,612

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,216,612	5,820	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$956,809	5,814	0.0%	Shares	Sole	2026-04-28
2025-12-31	$1,032,159	5,814	0.0%	Shares	Sole	2026-01-29
2025-09-30	$924,193	5,814	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$820,791	5,827	-11.9%	Shares	Sole	2025-07-31
2025-03-31	$771,655	6,614	-0.0%	Shares	Sole	2025-04-29
2024-12-31	$831,763	6,616	+2.4%	Shares	Sole	2025-02-11
2024-09-30	$673,703	6,463	0.0%	Shares	Sole	2024-10-30
2024-06-30	$628,138	6,463	0.0%	Shares	Sole	2024-07-30
2023-12-31	$602,674	6,463	-0.4%	Shares	Sole	2024-02-01
2023-09-30	$529,874	6,488	0.0%	Shares	Sole	2023-10-27
2023-06-30	$554,075	6,488	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$568,505	6,475	0.0%	Shares	Sole	2023-05-02
2022-12-31	$550,504	6,475	0.0%	Shares	Sole	2023-02-01
2022-09-30	$511,589	6,475	0.0%	Shares	Sole	2022-10-31
2022-06-30	$492,488	6,475	0.0%	Shares	Sole	2022-07-25
2022-03-31	$565,915	6,475	0.0%	Shares	Sole	2022-04-27
2021-12-31	$635,586	6,475	0.0%	Shares	Sole	2022-01-27
2021-09-30	$630,082	6,475	0.0%	Shares	Sole	2021-11-01
2021-06-30	$593,692	6,475	0.0%	Shares	Sole	2021-07-27
2021-03-31	$502,848	6,475	0.0%	Shares	Sole	2021-04-29
2020-12-31	$443,731	6,475	0.0%	Shares	Sole	2021-02-09
2020-09-30	$313,066	6,475	0.0%	Shares	Sole	2020-11-12
2020-06-30	$312,742	6,475	0.0%	Shares	Sole	2020-08-10
2020-03-31	$220,150	6,475	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.