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MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in RILY

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $259,301 35,424
2025-12-31 $191,715 41,053
2025-09-30 $82,933 13,869
2025-06-30 $51,093 17,204
2025-03-31 $168,178 43,458
2024-12-31 $460,230 100,269
2024-09-30 $475,599 90,591
2024-06-30 $5,419,375 307,221
2024-03-31 $4,967,874 234,666
2023-12-31 $6,162,491 293,592
2023-09-30 $5,110,957 124,688
2023-06-30 $5,261,671 114,434
2023-03-31 $6,505,451 229,146
2022-12-31 $3,719,041 108,744
2022-09-30 $5,776,733 129,756
2022-06-30 $6,418,913 151,927
2022-03-31 $18,090,463 258,583
2021-12-31 $15,324,081 172,452
2021-09-30 $8,147,279 137,996
2021-06-30 $15,588,861 206,475
2021-03-31 $170,492 3,024
2020-12-31 $686,073 15,515
2020-09-30 $190,229 7,591
2020-06-30 $350,814 16,122
2020-03-31 $117,997 6,406