Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q2 2024 (June 30)8holders +1
2new positions
1sold out
$22.88avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($8.9M), PNC Financial Services Group, Inc. ($5.9M) and Tower Bridge Advisors ($911K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $327K |
| Exits | 1 | $10K |
All 13F filers, Q1 2024 → Q2 2024: 14,472 shares bought and 53,652 shares sold, net −39,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Atlas Wealth LLC | — | Reduce -11.0% | 390,643 | $8.9M |
| PNC Financial Services Group, Inc. | — | Reduce -1.5% | 256,578 | $5.9M |
| Tower Bridge Advisors | — | Reduce -2.5% | 39,795 | $911K |
| Ethos Financial Group, LLC | — | Add +0.8% | 26,548 | $617K |
| Delta Capital Management LLC | — | No change | 26,755 | $612K |
| 1620 Investment Advisors, Inc. | — | New | 14,250 | $326K |
| Estabrook Capital Management | — | No change | 2,705 | $62K |
| Studio Investment Management LLC | — | New | 22 | $521 |
"% 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.