Morgan Stanley PVT Bank (ms 5.05 12/21/26 0001)
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Morgan Stanley PVT Bank (ms 5.05 12/21/26 0001) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($307K).
- Company
- Morgan Stanley PVT Bank (ms 5.05 12/21/26 0001)
- CUSIP
- 61768E5Q2
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $307K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q2 2026: 305,000 shares bought, net +305,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.04% | New | 305,000 | $307K |
"% of holder's portfolio" is MORGAN STANLEY PVT BANK (MS 5.05 12/21/26 0001)'s weight in each manager's 13F, not the share of Morgan Stanley PVT Bank (ms 5.05 12/21/26 0001) the manager owns.