Gladstone Institutional Advisory LLC Morgan Stanley Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Morgan Stanley stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,020 shares of MS stock, worth $778,024. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,020
Previous 6,114 1.54%
Holding current value
$778,024
Previous $637,000 18.68%
% of portfolio
0.04%
Previous 0.03%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$104.42 - $134.99 $9,815 - $12,689
-94 Reduced 1.54%
6,020 $756,000
Q3 2024

Oct 28, 2024
BUY
$92.07 - $106.96 $1,104 - $1,283
12 Added 0.2%
6,114 $637,000
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

# of Institutions
2,377
Shares Held
1.33B
Call Options Held
22.7M
Put Options Held
30.7M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $219B
  • 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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