CIBC Private Wealth Group, LLC

SEC CIK: 0001298088
Latest filing: Feb 12, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by CIBC Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q4 2025 holdings

Shares (Q4 2025): 302,112
Value: $53.6M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of MS by CIBC Private Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	302,112	$53.6M	0.1%	+988+0.3%	Added	Holders
Q3 2025	301,124	$47.9M	0.1%	+6,215+2.1%	Added	Holders
Q2 2025	294,909	$41.5M	0.1%	−524−0.2%	Reduced	Holders
Q1 2025	295,433	$29.6M	0.1%	−4,582−1.5%	Reduced	Holders
Q4 2024	300,015	$38.4M	0.1%	+11,710+4.1%	Added	Holders
Q3 2024	288,305	$30.1M	0.1%	−145−0.1%	Reduced	Holders
Q2 2024	288,450	$29.0M	0.1%	−7,812−2.6%	Reduced	Holders
Q1 2024	296,262	$27.7M	0.1%	−362,822−55.0%	Reduced	Holders
Q4 2023	659,084	$61.5M	0.1%	−207,976−24.0%	Reduced	Holders
Q3 2023	867,060	$70.8M	0.2%	−78,855−8.3%	Reduced	Holders
Q2 2023	945,915	$80.8M	0.2%	−382,620−28.8%	Reduced	Holders
Q1 2023	1,328,535	$107.7M	0.3%	+429,468+47.8%	Added	Holders
Q4 2022	899,067	$30.5M	0.1%	−9,986−1.1%	Reduced	Holders
Q3 2022	909,053	$71.8M	0.2%	+9,792+1.1%	Added	Holders
Q2 2022	899,261	$68.4M	0.2%	+269,686+42.8%	Added	Holders
Q1 2022	629,575	$55.0M	0.1%	−160,893−20.4%	Reduced	Holders
Q4 2021	790,468	$77.6M	0.2%	+28,042+3.7%	Added	Holders
Q3 2021	762,426	$74.2M	0.2%	+93,505+14.0%	Added	Holders
Q2 2021	668,921	$61.3M	0.1%	+409,513+157.9%	Added	Holders
Q1 2021	259,408	$20.1M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.