Morgan Stanley (ms 5.85 Perp K)Preferred / convertible

13F holders, Q2 2024 (June 30)
3holders
1new positions
1sold out
$24.83avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were PNC Financial Services Group, Inc. ($17K), Thurston, Springer, Miller, Herd & Titak, Inc. ($5K) and ORG Partners LLC ($615).

Company
Morgan Stanley (ms 5.85 Perp K)
CUSIP
61762V606
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 5Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$5K
Exits1$484K

All 13F filers, Q1 2024 → Q2 2024: 301 shares bought and 19,350 shares sold, net −19,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

PNC Financial Services Group, Inc. — Add +17.4% 683 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. — New 200 $5K
ORG Partners LLC — No change 25 $615

"% 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.