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Morgan Stanley shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 11k 94.16
2023-12-31 $2.6M 28k 93.25
2023-09-30 $4.4M 54k 81.67
2023-06-30 $5.5M 64k 85.40
2023-03-31 $6.1M 69k 87.80
2022-12-31 $6.1M 72k 85.02
2022-09-30 $5.7M 72k 79.01
2022-06-30 $5.5M 73k 76.07
2022-03-31 $5.4M 62k 87.39
2021-12-31 $5.9M 60k 98.16
2021-09-30 $5.4M 56k 97.31
2021-06-30 $5.1M 56k 91.68
2021-03-31 $4.2M 54k 77.66
2020-12-31 $3.9M 57k 68.53
2020-09-30 $2.6M 54k 48.34
2020-06-30 $2.6M 55k 48.30
2020-03-31 $1.7M 49k 34.00
2019-12-31 $77k 1.5k 51.20
2019-09-30 $64k 1.5k 42.58
2019-06-30 $66k 1.5k 43.67
2019-03-31 $67k 1.6k 42.21
2018-12-31 $63k 1.6k 39.80
2018-09-30 $78k 1.7k 46.82
2018-06-30 $3.8M 81k 47.40
2018-03-31 $8.6M 160k 53.96
2017-12-31 $8.8M 168k 52.47
2017-09-30 $7.8M 162k 48.17
2017-06-30 $7.5M 168k 44.56
2017-03-31 $6.5M 153k 42.84
2016-12-31 $7.2M 170k 42.25
2016-09-30 $5.0M 158k 32.06