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Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

MS holding history

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

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
5,153
Value
$1.08M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of MS by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,153$1.08M0.1%−188−3.5%ReducedHolders
Q1 20265,341$879.0K0.1%−1,748−24.7%ReducedHolders
Q4 20257,089$1.26M0.1%+4+0.1%AddedHolders
Q3 20257,085$1.13M0.1%+211+3.1%AddedHolders
Q2 20256,874$968.3K0.1%+976+16.5%AddedHolders
Q1 20255,898$688.1K0.1%+633+12.0%AddedHolders
Q4 20245,265$661.9K0.1%+803+18.0%AddedHolders
Q3 20244,462$465.1K<0.1%+66+1.5%AddedHolders
Q2 20244,396$425.1K<0.1%+1,409+47.2%AddedHolders
Q1 20242,987$281.3K<0.1%+642+27.4%AddedHolders
Q4 20232,345$218.7K<0.1%−516−18.0%ReducedHolders
Q3 20232,861$233.7K<0.1%−264−8.4%ReducedHolders
Q2 20233,125$266.9K<0.1%+381+13.9%AddedHolders
Q1 20232,744$240.9K<0.1%+2,744NewHolders