Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$25.23avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($89K), PNC Financial Services Group, Inc. ($20K) and Studio Investment Management 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $63K |
All 13F filers, Q3 2024 → Q4 2024: 2,000 shares bought and 2,552 shares sold, net −552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | — | Add +129.3% | 3,547 | $89K |
| PNC Financial Services Group, Inc. | — | Reduce -6.2% | 793 | $20K |
| 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.