Morgan Stanley (ms 7.125 Perp E)Preferred / convertible

13F holders, Q2 2026 (June 30)
2holders
1new positions
1sold out
$25.23avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($38K) and PNC Financial Services Group, Inc. ($10K).

Company
Morgan Stanley (ms 7.125 Perp E)
CUSIP
61762V200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$38K
Exits1$1K

All 13F filers, Q1 2026 → Q2 2026: 1,496 shares bought and 47 shares sold, net +1,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Vermillion Wealth Management, Inc. — New 1,496 $38K
PNC Financial Services Group, Inc. — No change 391 $10K

"% of holder's portfolio" is MORGAN STANLEY (MS 7.125 PERP E)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 7.125 Perp E) the manager owns.