Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +2
1new positions
0sold out
$17.64avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($576K), McMillan Office, Inc. ($123K) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 750 shares bought and 811 shares sold, net −61 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Atlas Wealth LLC | — | Reduce -1.8% | 32,679 | $576K |
| McMillan Office, Inc. | — | — | 7,000 | $123K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $18K |
| PNC Financial Services Group, Inc. | — | Reduce -18.9% | 965 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 750 | $13K |
| 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.