A detailed history of Gladstone Institutional Advisory LLC transactions in Morgan Stanley stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,102 shares of MS stock, worth $636,072. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,102
Previous 39,006 84.36%
Holding current value
$636,072
Previous $3.67 Million 83.85%
% of portfolio
0.03%
Previous 0.2%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$86.19 - $101.53 $2.84 Million - $3.34 Million
-32,904 Reduced 84.36%
6,102 $593,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $1.43 Million - $1.61 Million
-17,099 Reduced 30.48%
39,006 $3.67 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $1.96 Million - $2.61 Million
27,879 Added 98.77%
56,105 $5.23 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $1.86 Million - $2.16 Million
22,791 Added 419.34%
28,226 $2.31 Million
Q2 2023

Aug 10, 2023

SELL
$81.22 - $91.12 $557,818 - $625,812
-6,868 Reduced 55.82%
5,435 $464,000
Q1 2023

May 12, 2023

BUY
$83.95 - $100.83 $503,532 - $604,778
5,998 Added 95.13%
12,303 $1.08 Million
Q4 2022

Feb 01, 2023

SELL
$75.3 - $93.04 $78,537 - $97,040
-1,043 Reduced 14.19%
6,305 $536,000
Q3 2022

Jan 27, 2023

SELL
$21.84 - $90.15 $49,358 - $203,739
-2,260 Reduced 23.52%
7,348 $581,000
Q3 2022

Oct 20, 2022

SELL
$21.84 - $90.15 $49,358 - $203,739
-2,260 Reduced 23.52%
7,348 $581,000
Q2 2022

Jan 27, 2023

SELL
$72.9 - $90.61 $373,904 - $464,738
-5,129 Reduced 34.8%
9,608 $731,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $373,904 - $464,738
-5,129 Reduced 34.8%
9,608 $731,000
Q1 2022

Jan 27, 2023

BUY
$83.31 - $108.73 $359,565 - $469,278
4,316 Added 41.42%
14,737 $1.29 Million
Q1 2022

May 04, 2022

BUY
$83.31 - $108.73 $359,565 - $469,278
4,316 Added 41.42%
14,737 $1.29 Million
Q4 2021

Jan 27, 2023

SELL
$94.82 - $104.66 $1.31 Million - $1.44 Million
-13,774 Reduced 56.93%
10,421 $1.02 Million
Q4 2021

Feb 11, 2022

SELL
$94.82 - $104.66 $1.31 Million - $1.44 Million
-13,774 Reduced 56.93%
10,421 $1.02 Million
Q3 2021

Jan 27, 2023

BUY
$87.64 - $105.45 $770,267 - $926,800
8,789 Added 57.05%
24,195 $2.35 Million
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $770,267 - $926,800
8,789 Added 57.05%
24,195 $2.35 Million
Q2 2021

Jan 27, 2023

BUY
$77.29 - $93.96 $73,425 - $89,262
950 Added 6.57%
15,406 $1.41 Million
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $73,425 - $89,262
950 Added 6.57%
15,406 $1.41 Million
Q1 2021

Jan 27, 2023

BUY
$67.05 - $84.34 $756,994 - $952,198
11,290 Added 356.6%
14,456 $1.12 Million
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $756,994 - $952,198
11,290 Added 356.6%
14,456 $1.12 Million
Q4 2020

Jan 27, 2023

SELL
$47.26 - $68.53 $117,393 - $170,228
-2,484 Reduced 43.96%
3,166 $217,000
Q4 2020

Feb 16, 2021

SELL
$47.26 - $68.53 $117,393 - $170,228
-2,484 Reduced 43.96%
3,166 $217,000
Q3 2020

Jan 27, 2023

SELL
$46.42 - $53.25 $78,821 - $90,418
-1,698 Reduced 23.11%
5,650 $273,000
Q3 2020

Nov 16, 2020

BUY
$46.42 - $53.25 $262,273 - $300,862
5,650 New
5,650 $273,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $177B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
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