Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q2 2025 (June 30)8holders −1
0new positions
1sold out
$21.43avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($5.2M), Atlas Wealth LLC ($4.2M) and Tower Bridge Advisors ($785K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $509 |
All 13F filers, Q1 2025 → Q2 2025: 1,400 shares bought and 9,035 shares sold, net −7,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| PNC Financial Services Group, Inc. | — | Reduce -1.3% | 245,631 | $5.2M |
| Atlas Wealth LLC | — | Reduce -1.9% | 193,268 | $4.2M |
| Tower Bridge Advisors | — | Reduce -5.2% | 36,795 | $785K |
| Ethos Financial Group, LLC | — | Add +5.3% | 27,948 | $604K |
| Delta Capital Management LLC | — | No change | 25,605 | $546K |
| 1620 Investment Advisors, Inc. | — | No change | 14,140 | $302K |
| Estabrook Capital Management | — | No change | 1,355 | $29K |
| Hurley Capital, LLC | — | No change | 1,000 | $21K |
"% 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.