Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q1 2025 (March 31)9holders +1
1new positions
0sold out
$22.86avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($5.7M), Atlas Wealth LLC ($4.5M) and Tower Bridge Advisors ($885K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $23K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,000 shares bought and 89,451 shares sold, net −88,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| PNC Financial Services Group, Inc. | — | Reduce -0.7% | 248,887 | $5.7M |
| Atlas Wealth LLC | — | Reduce -30.2% | 197,025 | $4.5M |
| Tower Bridge Advisors | — | No change | 38,795 | $885K |
| Ethos Financial Group, LLC | — | No change | 26,548 | $640K |
| Delta Capital Management LLC | — | Reduce -4.3% | 25,605 | $584K |
| 1620 Investment Advisors, Inc. | — | Reduce -0.8% | 14,140 | $322K |
| Estabrook Capital Management | — | Reduce -49.9% | 1,355 | $31K |
| Hurley Capital, LLC | — | New | 1,000 | $23K |
| Studio Investment Management LLC | — | No change | 22 | $509 |
"% 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.