Morgan Stanley (ms 4.875 Perp L)Preferred / convertible

13F holders, Q1 2024 (March 31)
2holders
$23.32avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings. The largest holders were Whalerock Point Partners, LLC ($373K) and Byrne Asset Management LLC ($9K).

Company
Morgan Stanley (ms 4.875 Perp L)
CUSIP
61762V804
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 5Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 6Q4 2025Q1 2026: 5Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$373K
Exits0$0

Ownership 2 holders

Whalerock Point Partners, LLC — New 16,000 $373K
Byrne Asset Management LLC — No change 400 $9K

"% of holder's portfolio" is MORGAN STANLEY (MS 4.875 PERP L)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 4.875 Perp L) the manager owns.