Institutional Ownership
Morgan Stanl 4.875 Pfd
CUSIP 61762V804PREFERRED STOCKMS.4.875.PERP.LQ1 2026
Institutional Holders
5
13F filers
Shares Held
43.7K
Aggregate institutional
Institutional Value
$861.5K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 30.8K | $608.0K | 0 | Held |
| 2 | Whalerock Point Partners, LLC | 12.0K | $237.1K | −4.0K | Reduced |
| 3 | Byrne Asset Management LLC | 400 | $7.9K | 0 | Held |
| 4 | Pnc Financial Services Group, Inc. | 260 | $5.1K | 0 | Held |
| 5 | First Command Advisory Services, Inc. | 170 | $3.4K | +170 | New |