Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q1 2024 (March 31)7holders
$22.71avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings. The largest holders were Atlas Wealth LLC ($10.0M), PNC Financial Services Group, Inc. ($5.9M) and Tower Bridge Advisors ($926K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 7 holders
| Atlas Wealth LLC | — | Reduce -14.3% | 438,829 | $10.0M |
| PNC Financial Services Group, Inc. | — | Reduce -2.2% | 260,539 | $5.9M |
| Tower Bridge Advisors | — | Reduce -43.8% | 40,795 | $926K |
| Delta Capital Management LLC | — | No change | 26,755 | $607K |
| Ethos Financial Group, LLC | — | Add +2.3% | 26,348 | $607K |
| Estabrook Capital Management | — | No change | 2,705 | $61K |
| Vima LLC | — | Reduce -44.6% | 505 | $10K |
"% of holder's portfolio" is MORGAN STANLEY (MS F PERP +A)'s weight in each manager's 13F, not the share of Morgan Stanley (ms F Perp +a) the manager owns.