Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q1 2024 (March 31)3holders
$20.12avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings. The largest holders were Roanoke Asset Management Corp./ NY ($503K), PNC Financial Services Group, Inc. ($32K) and Thompson Investment Management, Inc. ($20K).
- 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 0 | $0 |
Ownership 3 holders
| Roanoke Asset Management Corp./ NY | — | No change | 25,000 | $503K |
| PNC Financial Services Group, Inc. | — | Add +145.3% | 1,607 | $32K |
| Thompson Investment Management, Inc. | — | New | 1,000 | $20K |
"% 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.