Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders
0new positions
0sold out
$20.75avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($641K), Sterling Capital Management LLC ($622K) and Whalerock Point Partners, LLC ($325K).
- Company
- Morgan Stanley (ms 4.875 Perp L)
- CUSIP
- 61762V804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 50 shares bought and 3,000 shares sold, net −2,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| ORG Partners LLC | — | Reduce -9.2% | 29,650 | $641K |
| Sterling Capital Management LLC | — | No change | 30,845 | $622K |
| Whalerock Point Partners, LLC | — | No change | 16,000 | $325K |
| PNC Financial Services Group, Inc. | — | Add +14.0% | 408 | $8K |
| Byrne Asset Management LLC | — | No change | 400 | $8K |
"% 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.