Morgan Stanley (ms F Perp +a)Preferred / convertible
13F holders, Q4 2025 (December 31)8holders
0new positions
0sold out
$19.32avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Morgan Stanley (ms F Perp +a) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($4.6M), Atlas Wealth LLC ($3.3M) and Tower Bridge Advisors ($652K).
- Company
- Morgan Stanley (ms F Perp +a)
- CUSIP
- 61747S504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 32,438 shares sold, net −32,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| PNC Financial Services Group, Inc. | — | Reduce -4.0% | 236,893 | $4.6M |
| Atlas Wealth LLC | — | Reduce -10.3% | 170,972 | $3.3M |
| Tower Bridge Advisors | — | Reduce -8.2% | 33,795 | $652K |
| Ethos Financial Group, LLC | — | Reduce -0.2% | 27,836 | $546K |
| Delta Capital Management LLC | — | No change | 25,605 | $494K |
| Estabrook Capital Management | — | No change | 1,355 | $26K |
| Hurley Capital, LLC | — | No change | 1,000 | $19K |
| Lanark Financial, Inc. | — | Reduce -8.3% | 11 | $212 |
"% 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.