Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q4 2024 (December 31)4holders −1
0new positions
1sold out
$18.41avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Atlas Wealth LLC ($429K), Roanoke Asset Management Corp./ NY ($276K) and PNC Financial Services Group, Inc. ($34K).
- Company
- Morgan Stanley (ms 4.25 Perp O)
- CUSIP
- 61762V861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $16K |
All 13F filers, Q3 2024 → Q4 2024: 3,890 shares bought and 10,750 shares sold, net −6,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Wealth LLC | — | Add +19.5% | 23,291 | $429K |
| Roanoke Asset Management Corp./ NY | — | Reduce -40.0% | 15,000 | $276K |
| PNC Financial Services Group, Inc. | — | Add +5.3% | 1,832 | $34K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $18K |
"% 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.