Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q2 2025 (June 30)3holders +1
1new positions
0sold out
$25.85avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Whalerock Point Partners, LLC ($362K), 1620 Investment Advisors, Inc. ($13K) and PNC Financial Services Group, Inc. ($4K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 471 shares bought, net +471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Whalerock Point Partners, LLC | — | No change | 14,000 | $362K |
| 1620 Investment Advisors, Inc. | — | Add +177.8% | 500 | $13K |
| PNC Financial Services Group, Inc. | — | New | 151 | $4K |
"% 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.