Morgan Stanley (ms 5.85 Perp K)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders
1new positions
1sold out
$24.49avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Morgan Stanley (ms 5.85 Perp K) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Lanark Financial, Inc. ($363K), Vermillion Wealth Management, Inc. ($226K) and PNC Financial Services Group, Inc. ($11K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $226K |
| Exits | 1 | $476K |
All 13F filers, Q2 2025 → Q3 2025: 9,212 shares bought and 20,395 shares sold, net −11,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Lanark Financial, Inc. | — | No change | 14,809 | $363K |
| Vermillion Wealth Management, Inc. | — | New | 9,212 | $226K |
| PNC Financial Services Group, Inc. | — | Reduce -8.8% | 467 | $11K |
| ORG Partners LLC | — | No change | 25 | $612 |
"% 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.