Gladstone Institutional Advisory »

Morgan Stanley shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $593k 6.1k 97.20
2024-03-31 $3.7M 39k 94.16
2023-12-31 $5.2M 56k 93.25
2023-09-30 $2.3M 28k 81.67
2023-06-30 $464k 5.4k 85.40
2023-03-31 $1.1M 12k 87.80
2022-12-31 $536k 6.3k 85.02
2022-09-30 $581k 7.3k 79.07
2022-06-30 $731k 9.6k 76.08
2022-03-31 $1.3M 15k 87.40
2021-12-31 $1.0M 10k 98.17
2021-09-30 $2.4M 24k 97.29
2021-06-30 $1.4M 15k 91.72
2021-03-31 $1.1M 15k 77.68
2020-12-31 $217k 3.2k 68.54
2020-09-30 $273k 5.7k 48.32