Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$25.30avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Mfa Wealth Advisors, LLC ($63K), ORG Partners LLC ($39K) and PNC Financial Services Group, Inc. ($21K).
- Company
- Morgan Stanley (ms 7.125 Perp E)
- CUSIP
- 61762V200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,500 shares bought and 67 shares sold, net +1,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mfa Wealth Advisors, LLC | — | No change | 2,500 | $63K |
| ORG Partners LLC | — | Add +3191.5% | 1,547 | $39K |
| PNC Financial Services Group, Inc. | — | Reduce -7.3% | 845 | $21K |
| Studio Investment Management LLC | — | No change | 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.