Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q3 2024 (September 30)3holders
$26.86avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings. The largest holders were Sterling Capital Management LLC ($633K), Whalerock Point Partners, LLC ($376K) and 1620 Investment Advisors, 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 Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $381K |
| Exits | 0 | $0 |
Ownership 3 holders
| Sterling Capital Management LLC | — | — | 23,550 | $633K |
| Whalerock Point Partners, LLC | — | New | 14,000 | $376K |
| 1620 Investment Advisors, Inc. | — | New | 180 | $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.