Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q3 2024 (September 30)4holders +1
1new positions
0sold out
$24.91avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($507K), PNC Financial Services Group, Inc. ($17K) and Thurston, Springer, Miller, Herd & Titak, Inc. ($5K).
- Company
- Morgan Stanley (ms 5.85 Perp K)
- CUSIP
- 61762V606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $507K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 20,351 shares bought, net +20,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Whalerock Point Partners, LLC | — | New | 20,350 | $507K |
| PNC Financial Services Group, Inc. | — | Add +0.1% | 684 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | No change | 200 | $5K |
| ORG Partners LLC | — | No change | 25 | $622 |
"% 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.