Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q3 2025 (September 30)2holders −1
1new positions
2sold out
$25.91avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were PNC Financial Services Group, Inc. ($4K) and Lanark Financial, Inc. ($207).
- Company
- Morgan Stanley (ms 6.625 Perp Q)
- CUSIP
- 61762V838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $207 |
| Exits | 2 | $375K |
All 13F filers, Q2 2025 → Q3 2025: 8 shares bought and 14,511 shares sold, net −14,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | Reduce -7.3% | 140 | $4K |
| Lanark Financial, Inc. | — | New | 8 | $207 |
"% 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.