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GIA
Gladstone Institutional Advisory’s
Emerson Radio
MSN
Stock Holding History
Gladstone Institutional Advisory’s Portfolio
MSN Stock Details
MSN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-10,000
Closed
-$5.1K
–
723
2024
Q3
$5.1K
Hold
10,000
–
–
﹤0.01%
683
2024
Q2
$5.9K
Hold
10,000
–
–
﹤0.01%
661
2024
Q1
$5.3K
Hold
10,000
–
–
﹤0.01%
641
2023
Q4
$5.51K
Hold
10,000
–
–
﹤0.01%
665
2023
Q3
$5.66K
Hold
10,000
–
–
﹤0.01%
619
2023
Q2
$5.9K
Hold
10,000
–
–
﹤0.01%
629
2023
Q1
$5.41K
Hold
10,000
–
–
﹤0.01%
655
2022
Q4
$5.3K
Hold
10,000
–
–
﹤0.01%
646
2022
Q3
$6K
Hold
10,000
–
–
﹤0.01%
630
2022
Q2
$7K
Hold
10,000
–
–
﹤0.01%
644
2022
Q1
$8K
Buy
+10,000
New
+$7.57K
﹤0.01%
696
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BCM
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44.96%
1-Year Est. Return
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1-Year Est. Return
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30.34%
1-Year Est. Return
VF
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$2.41B AUM
48.35%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
OHWP
Oak Harbor Wealth Partners
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$427M AUM
20.88%
1-Year Est. Return
TRCT
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$3.85B AUM
32.11%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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