Morgan Stanley (ms 7.125 Perp E)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders
1new positions
0sold out
$25.41avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Morgan Stanley (ms 7.125 Perp E) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($65K), Vermillion Wealth Management, Inc. ($36K) and Lanark Financial, Inc. ($26K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $36K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,420 shares bought and 2,051 shares sold, net −631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| ORG Partners LLC | — | Reduce -44.0% | 2,547 | $65K |
| Vermillion Wealth Management, Inc. | — | New | 1,420 | $36K |
| Lanark Financial, Inc. | — | No change | 1,028 | $26K |
| PNC Financial Services Group, Inc. | — | Reduce -9.0% | 514 | $13K |
"% 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.