Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q2 2026 (June 30)3holders
0new positions
0sold out
$25.40avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($1.7M), PNC Financial Services Group, Inc. ($13K) and First Command Advisory Services, Inc. ($5K).
- Company
- Morgan Stanley (ms 6.625 Perp Q)
- CUSIP
- 61762V838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 127 shares bought and 26 shares sold, net +101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Whalerock Point Partners, LLC | — | No change | 65,000 | $1.7M |
| PNC Financial Services Group, Inc. | — | Reduce -4.9% | 503 | $13K |
| First Command Advisory Services, Inc. | — | Add +226.8% | 183 | $5K |
"% of holder's portfolio" is MORGAN STANLEY (MS 6.625 PERP Q)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 6.625 Perp Q) the manager owns.