Neuberger Berman Group’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323M | Buy |
2,293,334
+287,671
| +14% | +$40.5M | 0.25% | 81 |
|
|
2025
Q1 | $234M | Sell |
2,005,663
-156,477
| -7% | -$18.3M | 0.2% | 122 |
|
|
2024
Q4 | $272M | Buy |
2,162,140
+78,609
| +4% | +$9.88M | 0.22% | 108 |
|
|
2024
Q3 | $217M | Buy |
2,083,531
+309,834
| +17% | +$32.3M | 0.17% | 147 |
|
|
2024
Q2 | $172M | Sell |
1,773,697
-225,263
| -11% | -$21.9M | 0.14% | 182 |
|
|
2024
Q1 | $188M | Buy |
1,998,960
+696,052
| +53% | +$65.5M | 0.16% | 176 |
|
|
2023
Q4 | $121M | Sell |
1,302,908
-285,812
| -18% | -$26.7M | 0.11% | 244 |
|
|
2023
Q3 | $130M | Buy |
1,588,720
+14,059
| +0.9% | +$1.15M | 0.12% | 223 |
|
|
2023
Q2 | $134M | Sell |
1,574,661
-506,163
| -24% | -$43.2M | 0.12% | 215 |
|
|
2023
Q1 | $183M | Sell |
2,080,824
-1,557,900
| -43% | -$137M | 0.17% | 156 |
|
|
2022
Q4 | $309M | Buy |
3,638,724
+455,603
| +14% | +$38.7M | 0.3% | 80 |
|
|
2022
Q3 | $252M | Buy |
3,183,121
+1,757,682
| +123% | +$139M | 0.26% | 91 |
|
|
2022
Q2 | $108M | Sell |
1,425,439
-415,568
| -23% | -$31.6M | 0.11% | 259 |
|
|
2022
Q1 | $161M | Sell |
1,841,007
-84,543
| -4% | -$7.39M | 0.14% | 211 |
|
|
2021
Q4 | $186M | Buy |
1,925,550
+92,933
| +5% | +$8.96M | 0.15% | 203 |
|
|
2021
Q3 | $176M | Sell |
1,832,617
-22,930
| -1% | -$2.2M | 0.15% | 196 |
|
|
2021
Q2 | $169M | Buy |
1,855,547
+409,104
| +28% | +$37.2M | 0.15% | 214 |
|
|
2021
Q1 | $112M | Buy |
1,446,443
+11,629
| +0.8% | +$898K | 0.11% | 274 |
|
|
2020
Q4 | $98.1M | Buy |
1,434,814
+433,895
| +43% | +$29.7M | 0.1% | 277 |
|
|
2020
Q3 | $48.3M | Sell |
1,000,919
-197,886
| -17% | -$9.55M | 0.06% | 374 |
|
|
2020
Q2 | $57.9M | Sell |
1,198,805
-73,399
| -6% | -$3.54M | 0.07% | 337 |
|
|
2020
Q1 | $43.3M | Buy |
1,272,204
+178,153
| +16% | +$6.06M | 0.07% | 349 |
|
|
2019
Q4 | $55.9M | Buy |
1,094,051
+204,224
| +23% | +$10.4M | 0.07% | 366 |
|
|
2019
Q3 | $38M | Sell |
889,827
-344,996
| -28% | -$14.7M | 0.05% | 441 |
|
|
2019
Q2 | $54.1M | Buy |
1,234,823
+264,696
| +27% | +$11.6M | 0.06% | 384 |
|
|
2019
Q1 | $40.9M | Buy |
970,127
+363,854
| +60% | +$15.4M | 0.05% | 431 |
|
|
2018
Q4 | $24M | Sell |
606,273
-479,157
| -44% | -$19M | 0.03% | 514 |
|
|
2018
Q3 | $50.5M | Sell |
1,085,430
-116,047
| -10% | -$5.4M | 0.06% | 406 |
|
|
2018
Q2 | $57M | Buy |
1,201,477
+491,326
| +69% | +$23.3M | 0.06% | 380 |
|
|
2018
Q1 | $38.3M | Buy |
710,151
+264,624
| +59% | +$14.3M | 0.04% | 475 |
|
|
2017
Q4 | $23.4M | Buy |
445,527
+362,626
| +437% | +$19M | 0.03% | 597 |
|
|
2017
Q3 | $3.99M | Sell |
82,901
-16,758
| -17% | -$807K | 0.01% | 879 |
|
|
2017
Q2 | $4.44M | Sell |
99,659
-17,521
| -15% | -$781K | 0.01% | 878 |
|
|
2017
Q1 | $5.02M | Sell |
117,180
-273,090
| -70% | -$11.7M | 0.01% | 853 |
|
|
2016
Q4 | $16.5M | Buy |
390,270
+31,216
| +9% | +$1.32M | 0.02% | 636 |
|
|
2016
Q3 | $11.5M | Buy |
359,054
+10,953
| +3% | +$351K | 0.02% | 711 |
|
|
2016
Q2 | $9.04M | Sell |
348,101
-449,114
| -56% | -$11.7M | 0.01% | 761 |
|
|
2016
Q1 | $19.9M | Sell |
797,215
-280,927
| -26% | -$7.03M | 0.03% | 588 |
|
|
2015
Q4 | $34.3M | Buy |
1,078,142
+161,920
| +18% | +$5.15M | 0.04% | 468 |
|
|
2015
Q3 | $28.9M | Buy |
916,222
+57,505
| +7% | +$1.81M | 0.04% | 530 |
|
|
2015
Q2 | $33.3M | Sell |
858,717
-167,229
| -16% | -$6.49M | 0.04% | 532 |
|
|
2015
Q1 | $36.6M | Sell |
1,025,946
-518,355
| -34% | -$18.5M | 0.04% | 506 |
|
|
2014
Q4 | $59.9M | Buy |
1,544,301
+1,053,082
| +214% | +$40.9M | 0.06% | 378 |
|
|
2014
Q3 | $17M | Buy |
491,219
+15,254
| +3% | +$527K | 0.02% | 718 |
|
|
2014
Q2 | $15.4M | Buy |
475,965
+214,772
| +82% | +$6.94M | 0.02% | 726 |
|
|
2014
Q1 | $8.14M | Sell |
261,193
-685,005
| -72% | -$21.4M | 0.01% | 848 |
|
|
2013
Q4 | $29.7M | Sell |
946,198
-208,970
| -18% | -$6.55M | 0.03% | 527 |
|
|
2013
Q3 | $31.1M | Sell |
1,155,168
-101,555
| -8% | -$2.74M | 0.03% | 507 |
|
|
2013
Q2 | $30.7M | Buy |
+1,256,723
| New | +$30.7M | 0.04% | 498 |
|