Morgan Stanley (ms 6.625 Perp Q)Preferred / convertible
13F holders, Q1 2026 (March 31)3holders
1new positions
1sold out
$25.24avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Morgan Stanley (ms 6.625 Perp Q) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Whalerock Point Partners, LLC ($1.6M), PNC Financial Services Group, Inc. ($13K) and First Command Advisory Services, Inc. ($1K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $182 |
All 13F filers, Q4 2025 → Q1 2026: 15,470 shares bought and 7 shares sold, net +15,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Whalerock Point Partners, LLC | — | Add +30.0% | 65,000 | $1.6M |
| PNC Financial Services Group, Inc. | — | Add +360.0% | 529 | $13K |
| First Command Advisory Services, Inc. | — | New | 56 | $1K |
"% 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.