Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q3 2025 (September 30)8holders
1new positions
1sold out
$21.43avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($5.3M), Atlas Wealth LLC ($4.1M) and Tower Bridge Advisors ($788K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $256 |
| Exits | 1 | $302K |
All 13F filers, Q2 2025 → Q3 2025: 1,096 shares bought and 16,933 shares sold, net −15,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| PNC Financial Services Group, Inc. | — | Add +0.4% | 246,715 | $5.3M |
| Atlas Wealth LLC | — | Reduce -1.4% | 190,525 | $4.1M |
| Tower Bridge Advisors | — | No change | 36,795 | $788K |
| Ethos Financial Group, LLC | — | Reduce -0.2% | 27,898 | $607K |
| Delta Capital Management LLC | — | No change | 25,605 | $548K |
| Estabrook Capital Management | — | No change | 1,355 | $29K |
| Hurley Capital, LLC | — | No change | 1,000 | $21K |
| Lanark Financial, Inc. | — | New | 12 | $256 |
"% 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.