Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders
0new positions
0sold out
$18.44avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($613K), PNC Financial Services Group, Inc. ($22K) and Thompson Investment Management, Inc. ($18K).
- Company
- Morgan Stanley (ms 4.25 Perp O)
- CUSIP
- 61762V861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 6,763 shares bought and 106 shares sold, net +6,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Wealth LLC | — | Add +25.5% | 33,265 | $613K |
| PNC Financial Services Group, Inc. | — | Reduce -8.2% | 1,190 | $22K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $18K |
| Lanark Financial, Inc. | — | No change | 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.