Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,742,604
+$675,770 QoQ
Shares Held
13,120
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#962
of 2,723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $17,987,662 across 8 Capital Markets names. MS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,337 | $8,431,791 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
33,723 | $2,935,249 | |
| 3 | MS |
Morgan Stanley
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|
13,120 | $2,742,604 | |
| 4 | IREN |
IREN Ltd
|
32,328 | $1,478,359 | |
| 5 | SCHW |
Schwab Charles Corp
|
14,316 | $1,320,937 | |
| 6 | SNEX |
StoneX Group Inc.
|
6,753 | $533,487 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,768 | $277,575 | |
| 8 | MARA |
MARA Holdings, Inc.
|
19,270 | $267,660 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,742,604 | 13,120 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,066,834 | 12,559 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,110,121 | 11,886 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,135,133 | 7,141 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $935,028 | 6,638 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $743,887 | 6,376 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $756,834 | 6,020 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $637,323 | 6,114 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $593,053 | 6,102 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,672,804 | 39,006 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,231,791 | 56,105 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,305,217 | 28,226 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $464,149 | 5,435 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,080,203 | 12,303 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $536,051 | 6,305 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $580,565 | 7,348 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $730,784 | 9,608 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,288,013 | 14,737 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,022,925 | 10,421 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,354,415 | 24,195 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,412,576 | 15,406 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,122,652 | 14,456 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $216,965 | 3,166 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $273,177 | 5,650 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||