Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q4 2024 (December 31)2holders −1
0new positions
1sold out
$26.51avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($371K) 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 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $633K |
All 13F filers, Q3 2024 → Q4 2024: 23,550 shares sold, net −23,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Whalerock Point Partners, LLC | — | No change | 14,000 | $371K |
| 1620 Investment Advisors, Inc. | — | No change | 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.