Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q3 2024 (September 30)9holders +1
1new positions
0sold out
$22.84avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($8.1M), PNC Financial Services Group, Inc. ($5.8M) and Tower Bridge Advisors ($886K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $33K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,401 shares bought and 41,271 shares sold, net −39,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Atlas Wealth LLC | — | Reduce -9.4% | 353,914 | $8.1M |
| PNC Financial Services Group, Inc. | — | Reduce -1.4% | 253,036 | $5.8M |
| Tower Bridge Advisors | — | Reduce -2.5% | 38,795 | $886K |
| Ethos Financial Group, LLC | — | No change | 26,548 | $616K |
| Delta Capital Management LLC | — | No change | 26,755 | $611K |
| 1620 Investment Advisors, Inc. | — | No change | 14,250 | $325K |
| Estabrook Capital Management | — | No change | 2,705 | $62K |
| Eagle Bay Advisors LLC | — | New | 1,401 | $33K |
| Studio Investment Management LLC | — | No change | 22 | $511 |
"% 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.