Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders +1
1new positions
0sold out
$25.23avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($115K), Vermillion Wealth Management, Inc. ($34K) and PNC Financial Services Group, Inc. ($19K).
- Company
- Morgan Stanley (ms 7.125 Perp E)
- CUSIP
- 61762V200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $34K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,371 shares bought and 52 shares sold, net +2,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| ORG Partners LLC | — | Add +28.2% | 4,547 | $115K |
| Vermillion Wealth Management, Inc. | — | New | 1,371 | $34K |
| PNC Financial Services Group, Inc. | — | Reduce -6.6% | 741 | $19K |
| 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.