Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders +1
2new positions
1sold out
$25.22avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Mfa Wealth Advisors, LLC ($63K), PNC Financial Services Group, Inc. ($23K) and ORG Partners LLC ($1K).
- Company
- Morgan Stanley (ms 7.125 Perp E)
- CUSIP
- 61762V200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $64K |
| Exits | 1 | $7K |
All 13F filers, Q1 2024 → Q2 2024: 2,550 shares bought and 295 shares sold, net +2,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mfa Wealth Advisors, LLC | — | New | 2,500 | $63K |
| PNC Financial Services Group, Inc. | — | Add +0.6% | 912 | $23K |
| ORG Partners LLC | — | No change | 47 | $1K |
| Studio Investment Management LLC | — | New | 45 | $1K |
"% 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.