Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders
1new positions
2sold out
$25.20avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were ORG Partners LLC ($115K), Lanark Financial, Inc. ($25K) and PNC Financial Services Group, Inc. ($14K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 2 | $36K |
All 13F filers, Q1 2025 → Q2 2025: 1,028 shares bought and 1,592 shares sold, net −564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| ORG Partners LLC | — | No change | 4,547 | $115K |
| Lanark Financial, Inc. | — | New | 1,028 | $25K |
| PNC Financial Services Group, Inc. | — | Reduce -23.8% | 565 | $14K |
| Financial Gravity Companies, Inc. | — | — | 132 | $3K |
"% 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.