Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q4 2024 (December 31)8holders −1
0new positions
1sold out
$23.81avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($6.7M), PNC Financial Services Group, Inc. ($6.0M) and Tower Bridge Advisors ($923K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $33K |
All 13F filers, Q3 2024 → Q4 2024: 10 shares bought and 75,608 shares sold, net −75,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Atlas Wealth LLC | — | Reduce -20.3% | 282,127 | $6.7M |
| PNC Financial Services Group, Inc. | — | Reduce -1.0% | 250,616 | $6.0M |
| Tower Bridge Advisors | — | No change | 38,795 | $923K |
| Ethos Financial Group, LLC | — | No change | 26,548 | $640K |
| Delta Capital Management LLC | — | No change | 26,755 | $637K |
| 1620 Investment Advisors, Inc. | — | Add +0.1% | 14,260 | $339K |
| Estabrook Capital Management | — | No change | 2,705 | $64K |
| Studio Investment Management LLC | — | No change | 22 | $532 |
"% 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.