Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q2 2026 (June 30)6holders +1
1new positions
0sold out
$16.98avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($369K), McMillan Office, Inc. ($119K) and First Command Advisory Services, Inc. ($32K).
- Company
- Morgan Stanley (ms 4.25 Perp O)
- CUSIP
- 61762V861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2,006 shares bought and 3,482 shares sold, net −1,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Atlas Wealth LLC | — | Reduce -13.8% | 21,715 | $369K |
| McMillan Office, Inc. | — | No change | 7,000 | $119K |
| First Command Advisory Services, Inc. | — | Add +211.8% | 1,849 | $32K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $17K |
| PNC Financial Services Group, Inc. | — | Reduce -1.3% | 791 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 750 | $13K |
"% of holder's portfolio" is MORGAN STANLEY (MS 4.25 PERP O)'s weight in each manager's 13F, not the share of Morgan Stanley (ms 4.25 Perp O) the manager owns.