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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Quarterly reported holdings in Morgan Stanley by Northern Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $502k | 4.8k | 104.23 |
| 2024-06-30 | $733k | 7.5k | 97.19 |
| 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 |
More positions owned by Northern Oak Capital Management
View all positions for Northern Oak Capital Management