Morgan Stanley
GBL

Morgan Stanley’s GAMCO Investors, Inc. GBL Stock Holding History

Morgan Stanley’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,016
Closed -$138K – 8177
2022
Q3 		$138K Sell
8,016
-5,782
-42% -$117K ﹤0.01% 5914
2022
Q2 		$288K Buy
13,798
+9,215
+201% +$190K ﹤0.01% 5708
2022
Q1 		$101K Sell
4,583
-6,033
-57% -$134K ﹤0.01% 6307
2021
Q4 		$265K Buy
10,616
+8,741
+466% +$225K ﹤0.01% 5909
2021
Q3 		$49K Sell
1,875
-4,003
-68% -$107K ﹤0.01% 6741
2021
Q2 		$147K Sell
5,878
-1,832
-24% -$41.7K ﹤0.01% 6170
2021
Q1 		$143K Buy
7,710
+3,268
+74% +$61.9K ﹤0.01% 5842
2020
Q4 		$79K Sell
4,442
-1,244
-22% -$17.4K ﹤0.01% 6011
2020
Q3 		$66K Buy
5,686
+664
+13% +$8.34K ﹤0.01% 5612
2020
Q2 		$67K Buy
5,022
+2,199
+78% +$27.4K ﹤0.01% 5571
2020
Q1 		$31K Sell
2,823
-8,054
-74% -$129K ﹤0.01% 5653
2019
Q4 		$212K Buy
10,877
+3,362
+45% +$59.3K ﹤0.01% 5388
2019
Q3 		$147K Sell
7,515
-2,962
-28% -$56.8K ﹤0.01% 5296
2019
Q2 		$202K Sell
10,477
-2,254
-18% -$44.4K ﹤0.01% 5018
2019
Q1 		$261K Sell
12,731
-8,646
-40% -$171K ﹤0.01% 4917
2018
Q4 		$361K Sell
21,377
-16,041
-43% -$328K ﹤0.01% 5001
2018
Q3 		$876K Sell
37,418
-7,697
-17% -$199K ﹤0.01% 4642
2018
Q2 		$1.21M Sell
45,115
-14,078
-24% -$364K ﹤0.01% 4491
2018
Q1 		$1.47M Buy
59,193
+7,544
+15% +$209K ﹤0.01% 4260
2017
Q4 		$1.53M Sell
51,649
-19,731
-28% -$577K ﹤0.01% 4255
2017
Q3 		$2.12M Buy
71,380
+19,616
+38% +$582K ﹤0.01% 3834
2017
Q2 		$1.53M Sell
51,764
-6,982
-12% -$204K ﹤0.01% 4031
2017
Q1 		$1.74M Sell
58,746
-9,285
-14% -$280K ﹤0.01% 3929
2016
Q4 		$2.1M Buy
68,031
+29,646
+77% +$901K ﹤0.01% 3887
2016
Q3 		$1.09M Buy
38,385
+9,425
+33% +$298K ﹤0.01% 3969
2016
Q2 		$949K Sell
28,960
-7,251
-20% -$265K ﹤0.01% 4009
2016
Q1 		$1.34M Sell
36,211
-32,160
-47% -$1.05M ﹤0.01% 3683
2015
Q4 		$2.12M Sell
68,371
-10,072
-13% -$322K ﹤0.01% 3438
2015
Q3 		$2.32M Buy
78,443
+70,857
+934% +$2.38M ﹤0.01% 3374
2015
Q2 		$281K Sell
7,586
-35,127
-82% -$1.4M ﹤0.01% 5073
2015
Q1 		$1.81M Sell
42,713
-884
-2% -$38.1K ﹤0.01% 3667
2014
Q4 		$2.09M Buy
43,597
+3,374
+8% +$150K ﹤0.01% 3531
2014
Q3 		$1.53M Sell
40,223
-13,615
-25% -$574K ﹤0.01% 3663
2014
Q2 		$2.41M Buy
53,838
+15,339
+40% +$640K ﹤0.01% 3335
2014
Q1 		$1.61M Sell
38,499
-14,309
-27% -$624K ﹤0.01% 3615
2013
Q4 		$2.47M Buy
52,808
+38,695
+274% +$1.59M ﹤0.01% 3223
2013
Q3 		$578K Sell
14,113
-8,630
-38% -$286K ﹤0.01% 4233
2013
Q2 		$679K Buy
+22,743
New +$639K ﹤0.01% 4035

Other funds holding GBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's GBL Position: Q4 2022 in Review

Morgan Stanley sold out of GAMCO Investors, Inc. (GBL) in Q4 2022, closing a stake of 8,016 shares — an estimated $138K sold.

Morgan Stanley first reported a position in GBL in Q2 2013 and held it in 38 quarters. The position peaked at $2.47M in Q4 2013. 5 funds tracked by Wall St. Rank hold GBL as of Q4 2022.

  • Morgan Stanley reported no remaining GAMCO Investors, Inc. position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 8,016 GAMCO Investors, Inc. shares in Q4 2022, an estimated $138K.
  • Morgan Stanley first reported a position in GAMCO Investors, Inc. in Q2 2013 and held it in 38 quarters.
  • Morgan Stanley's GAMCO Investors, Inc. position peaked at $2.47M in Q4 2013.
  • 5 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.