Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q1 2024 (March 31)3holders
$24.99avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings. The largest holders were Whalerock Point Partners, LLC ($484K), PNC Financial Services Group, Inc. ($15K) and ORG Partners LLC ($624).
- Company
- Morgan Stanley (ms 5.85 Perp K)
- CUSIP
- 61762V606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $484K |
| Exits | 1 | $15K |
Ownership 3 holders
| Whalerock Point Partners, LLC | — | New | 19,350 | $484K |
| PNC Financial Services Group, Inc. | — | Reduce -3.0% | 582 | $15K |
| ORG Partners LLC | — | New | 25 | $624 |
"% of holder's portfolio" is MORGAN STANLEY (MS 5.85 PERP K)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 5.85 Perp K) the manager owns.