A detailed history of Northern Financial Advisors Inc transactions in Morgan Stanley stock. As of the latest transaction made, Northern Financial Advisors Inc holds 5,406 shares of MS stock, worth $714,889. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,406
Previous 5,299 2.02%
Holding current value
$714,889
Previous $515 Million 9.42%
% of portfolio
0.43%
Previous 0.41%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$92.07 - $106.96 $9,851 - $11,444
107 Added 2.02%
5,406 $564 Million
Q2 2024

Aug 02, 2024

SELL
$86.19 - $101.53 $775 - $913
-9 Reduced 0.17%
5,299 $515 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $119,468 - $158,941
-1,697 Reduced 24.23%
5,308 $495 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $18,371 - $21,300
-225 Reduced 3.11%
7,005 $572 Million
Q2 2023

Jul 21, 2023

SELL
$81.22 - $91.12 $66,275 - $74,353
-816 Reduced 10.14%
7,230 $617 Million
Q1 2023

Apr 26, 2023

BUY
$83.95 - $100.83 $75,722 - $90,948
902 Added 12.63%
8,046 $706 Million
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $537,943 - $664,677
7,144 New
7,144 $607 Million

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $224B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
Track This Portfolio

Track Northern Financial Advisors Inc Portfolio

Follow Northern Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Financial Advisors Inc with notifications on news.