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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

MS holding history

Morgan Stanley in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
7,998
Value
$1.50M
% of portfolio
<0.1%
Quarters held
23
Since Q1 2021
Holdings of MS by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20267,998$1.50M<0.1%+106+1.3%AddedHolders
Q2 20267,892$1.65M<0.1%−23−0.3%ReducedHolders
Q1 20267,915$1.30M<0.1%−392−4.7%ReducedHolders
Q4 20258,307$1.48M<0.1%−46−0.6%ReducedHolders
Q3 20258,353$1.33M<0.1%+518+6.6%AddedHolders
Q2 20257,835$1.10M<0.1%+274+3.6%AddedHolders
Q1 20257,561$882.0K<0.1%−43−0.6%ReducedHolders
Q4 20247,604$956.0K<0.1%+465+6.5%AddedHolders
Q3 20247,139$744.2K<0.1%+536+8.1%AddedHolders
Q2 20246,603$641.8K<0.1%+412+6.7%AddedHolders
Q1 20246,191$583.0K<0.1%+71+1.2%AddedHolders
Q4 20236,120$570.7K<0.1%−1,965−24.3%ReducedHolders
Q3 20238,085$660.3K<0.1%−45,396−84.9%ReducedHolders
Q2 202353,481$4.57M0.2%+14,096+35.8%AddedHolders
Q1 202339,385$3.43M0.2%−7,990−16.9%ReducedHolders
Q4 202247,375$4.03M0.2%+6,861+16.9%AddedHolders
Q3 202240,514$3.20M0.2%+37,280+1,152.8%AddedHolders
Q2 20223,234$246.0K<0.1%−1,274−28.3%ReducedHolders
Q1 20224,508$394.0K<0.1%+240+5.6%AddedHolders
Q4 20214,268$419.0K<0.1%+89+2.1%AddedHolders
Q3 20214,179$407.0K<0.1%−132−3.1%ReducedHolders
Q2 20214,311$395.0K<0.1%+336+8.5%AddedHolders
Q1 20213,975$309.0K<0.1%––Holders

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