Morgan Stanley (ms 4.875 Perp L)Preferred / convertible
13F holders, Q3 2025 (September 30)5holders
1new positions
1sold out
$21.48avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Morgan Stanley (ms 4.875 Perp L) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Sterling Capital Management LLC ($663K), ORG Partners LLC ($284K) 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $316K |
All 13F filers, Q2 2025 → Q3 2025: 89 shares bought and 26,400 shares sold, net −26,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sterling Capital Management LLC | — | No change | 30,845 | $663K |
| ORG Partners LLC | — | Reduce -44.0% | 13,250 | $284K |
| Byrne Asset Management LLC | — | No change | 400 | $9K |
| PNC Financial Services Group, Inc. | — | Add +13.9% | 328 | $7K |
| Lanark Financial, Inc. | — | New | 49 | $1K |
"% 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.