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
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Quarterly reported holdings in Morgan Stanley by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 12k | 177.54 |
| 2025-09-30 | $1.1M | 7.1k | 158.96 |
| 2025-06-30 | $935k | 6.6k | 140.85 |
| 2025-03-31 | $744k | 6.4k | 116.68 |
| 2024-12-31 | $757k | 6.0k | 125.72 |
| 2024-09-30 | $637k | 6.1k | 104.24 |
| 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 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory