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HighPoint Advisor Group LLC

SEC CIK
0001616034
Latest filing
Aug 5, 2026

MS holding history

Morgan Stanley in every 13F filed by HighPoint Advisor Group 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)
7,918
Value
$1.66M
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of MS by HighPoint Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,918$1.66M0.1%+1,843+30.3%AddedHolders
Q1 20266,075$999.7K<0.1%−38,787−86.5%ReducedHolders
Q4 202544,862$7.96M0.2%+6,130+15.8%AddedHolders
Q3 202538,732$6.16M0.3%−2,328−5.7%ReducedHolders
Q2 202541,060$5.78M0.3%−80.0%ReducedHolders
Q1 202541,068$4.77M0.3%−7,354−15.2%ReducedHolders
Q4 202448,422$6.58M0.4%+272+0.6%AddedHolders
Q3 202448,150$5.02M0.3%−5,900−10.9%ReducedHolders
Q2 202454,050$5.61M0.3%+16,547+44.1%AddedHolders
Q1 202437,503$3.70M0.3%+709+1.9%AddedHolders
Q4 202336,794$3.35M0.2%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202222,573$1.70M0.2%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202121,561$2.10M0.2%−757−3.4%ReducedHolders
Q2 202122,318$2.05M0.2%+4,195+23.1%AddedHolders
Q1 202118,123$1.46M0.2%––Holders

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