Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q1 2025 (March 31)6holders +2
2new positions
0sold out
$17.93avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Marshall Wace, LLP ($3.6M), Atlas Wealth LLC ($684K) and Roanoke Asset Management Corp./ NY ($269K).
- Company
- Morgan Stanley (ms 4.25 Perp O)
- CUSIP
- 61762V861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.6M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 215,595 shares bought and 98 shares sold, net +215,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Marshall Wace, LLP | — | New | 200,000 | $3.6M |
| Atlas Wealth LLC | — | Add +63.7% | 38,136 | $684K |
| Roanoke Asset Management Corp./ NY | — | No change | 15,000 | $269K |
| PNC Financial Services Group, Inc. | — | Reduce -5.3% | 1,734 | $31K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $18K |
| 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.