Morgan Stanley (ms 6.375 Perp I)Preferred / convertible

13F holders, Q4 2025 (December 31)
2holders
0new positions
1sold out
$25.00avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Morgan Stanley (ms 6.375 Perp I) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($61K) and Hurley Capital, LLC ($32K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$51K

All 13F filers, Q3 2025 → Q4 2025: 20 shares bought and 2,019 shares sold, net −1,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Garton & Associates Financial Advisors LLC — — 2,452 $61K
Hurley Capital, LLC — Add +1.6% 1,293 $32K

"% 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.