Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$25.50avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($357K) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| Whalerock Point Partners, LLC | — | No change | 14,000 | $357K |
| 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.