Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders −2
1new positions
2sold out
$17.40avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Atlas Wealth LLC ($462K), PNC Financial Services Group, Inc. ($22K) and Thompson Investment Management, Inc. ($17K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 2 | $3.6M |
All 13F filers, Q1 2025 → Q2 2025: 71 shares bought and 212,822 shares sold, net −212,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Wealth LLC | — | Reduce -30.5% | 26,502 | $462K |
| PNC Financial Services Group, Inc. | — | Reduce -25.3% | 1,296 | $22K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $17K |
| Lanark Financial, Inc. | — | New | 71 | $1K |
"% 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.