Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q3 2024 (September 30)5holders +4
3new positions
0sold out
$23.91avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, up 4 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were Sterling Capital Management LLC ($738K), Whalerock Point Partners, LLC ($382K) and ORG Partners LLC ($361K).
- Company
- Morgan Stanley (ms 4.875 Perp L)
- CUSIP
- 61762V804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $749K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 31,363 shares bought, net +31,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | — | 30,845 | $738K |
| Whalerock Point Partners, LLC | — | New | 16,000 | $382K |
| ORG Partners LLC | — | New | 15,100 | $361K |
| Byrne Asset Management LLC | — | No change | 400 | $10K |
| PNC Financial Services Group, Inc. | — | New | 263 | $6K |
"% 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.