A detailed history of Northern Oak Wealth Management Inc transactions in Morgan Stanley stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 4,817 shares of MS stock, worth $634,350. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,817
Previous 7,546 36.16%
Holding current value
$634,350
Previous $733,000 31.51%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 30, 2024

SELL
$92.07 - $106.96 $251,259 - $291,893
-2,729 Reduced 36.16%
4,817 $502,000
Q2 2024

Jul 26, 2024

SELL
$86.19 - $101.53 $311,835 - $367,335
-3,618 Reduced 32.41%
7,546 $733,000
Q1 2024

May 01, 2024

SELL
$83.9 - $94.16 $1.44 Million - $1.61 Million
-17,121 Reduced 60.53%
11,164 $1.05 Million
Q4 2023

Jan 11, 2024

SELL
$70.4 - $93.66 $1.79 Million - $2.38 Million
-25,428 Reduced 47.34%
28,285 $2.64 Million
Q3 2023

Oct 24, 2023

SELL
$81.65 - $94.67 $840,096 - $974,059
-10,289 Reduced 16.08%
53,713 $4.39 Million
Q2 2023

Jul 31, 2023

SELL
$81.22 - $91.12 $399,358 - $448,037
-4,917 Reduced 7.13%
64,002 $5.47 Million
Q1 2023

May 09, 2023

SELL
$83.95 - $100.83 $213,988 - $257,015
-2,549 Reduced 3.57%
68,919 $6.05 Million
Q4 2022

Feb 13, 2023

SELL
$75.3 - $93.04 $69,878 - $86,341
-928 Reduced 1.28%
71,468 $6.08 Million
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $10,090 - $41,649
-462 Reduced 0.63%
72,396 $5.72 Million
Q2 2022

Aug 16, 2022

BUY
$72.9 - $90.61 $821,874 - $1.02 Million
11,274 Added 18.31%
72,858 $5.54 Million
Q1 2022

May 24, 2022

BUY
$83.31 - $108.73 $131,796 - $172,010
1,582 Added 2.64%
61,584 $5.38 Million
Q4 2021

Feb 16, 2022

BUY
$94.82 - $104.66 $424,698 - $468,772
4,479 Added 8.07%
60,002 $5.89 Million
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $9,990 - $12,021
-114 Reduced 0.2%
55,523 $5.4 Million
Q2 2021

Aug 17, 2021

BUY
$77.29 - $93.96 $110,447 - $134,268
1,429 Added 2.64%
55,637 $5.1 Million
Q1 2021

May 14, 2021

SELL
$67.05 - $84.34 $170,508 - $214,476
-2,543 Reduced 4.48%
54,208 $4.21 Million
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $111,061 - $161,045
2,350 Added 4.32%
56,751 $3.89 Million
Q3 2020

Nov 16, 2020

SELL
$46.42 - $53.25 $4,038 - $4,632
-87 Reduced 0.16%
54,401 $2.63 Million
Q2 2020

Aug 17, 2020

BUY
$31.62 - $50.4 $176,407 - $281,181
5,579 Added 11.41%
54,488 $2.63 Million
Q1 2020

May 15, 2020

BUY
$27.81 - $57.51 $1.32 Million - $2.73 Million
47,405 Added 3151.93%
48,909 $1.66 Million
Q2 2019

Jul 30, 2019

SELL
$40.69 - $48.46 $3,214 - $3,828
-79 Reduced 4.99%
1,504 $0
Q4 2018

Feb 14, 2019

SELL
$37.01 - $47.27 $3,071 - $3,923
-83 Reduced 4.98%
1,583 $62,000
Q3 2018

Nov 15, 2018

SELL
$46.57 - $51.05 $3.7 Million - $4.06 Million
-79,527 Reduced 97.95%
1,666 $0
Q2 2018

Aug 13, 2018

SELL
$47.19 - $55.22 $3.72 Million - $4.35 Million
-78,861 Reduced 49.27%
81,193 $0
Q1 2018

May 11, 2018

SELL
$51.79 - $58.91 $405,412 - $461,147
-7,828 Reduced 4.66%
160,054 $0
Q4 2017

Feb 16, 2018

BUY
$48.1 - $53.85 $274,602 - $307,429
5,709 Added 3.52%
167,882 $0
Q3 2017

Nov 15, 2017

BUY
$44.01 - $48.31 $7.14 Million - $7.83 Million
162,173
162,173 $0

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 $223B
  • 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 Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management 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 Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.