Morgan Stanley (ms 4.25 Perp O)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
1new positions
2sold out
$17.17avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Morgan Stanley (ms 4.25 Perp O) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Atlas Wealth LLC ($432K), McMillan Office, Inc. ($120K) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 2 | $14K |
All 13F filers, Q4 2025 → Q1 2026: 593 shares bought and 8,477 shares sold, net −7,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Atlas Wealth LLC | — | Reduce -22.9% | 25,187 | $432K |
| McMillan Office, Inc. | — | No change | 7,000 | $120K |
| Thompson Investment Management, Inc. | — | No change | 1,000 | $17K |
| PNC Financial Services Group, Inc. | — | Reduce -17.0% | 801 | $14K |
| First Command Advisory Services, Inc. | — | New | 593 | $10K |
"% 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.