Morgan Stanley (ms 6.375 Perp I)Preferred / convertible

13F holders, Q1 2025 (March 31)
3holders +1
2new positions
1sold out
$24.87avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Morgan Stanley (ms 6.375 Perp I) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($49K), Hurley Capital, LLC ($31K) and Studio Investment Management LLC ($1K).

Company
Morgan Stanley (ms 6.375 Perp I)
CUSIP
61761J406
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$80K
Exits1$251K

All 13F filers, Q4 2024 → Q1 2025: 3,212 shares bought and 10,000 shares sold, net −6,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Vermillion Wealth Management, Inc. — New 1,979 $49K
Hurley Capital, LLC — New 1,233 $31K
Studio Investment Management LLC — No change 49 $1K

"% of holder's portfolio" is MORGAN STANLEY (MS 6.375 PERP I)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 6.375 Perp I) the manager owns.